Power Lunch

The Dow Jones pulled back from record levels as investors once again rotate out of AI stocks into safer sectors of the market.

Brian Sullivan is joined on set by Fortress Investment’s Elizabeth Burton to break down her strategy to navigate the recent volatility while Bernstein’s Doug Harned lays out the case for SpaceX after his firm initiated the stock with an outperform rating.

Brian also gets an exclusive one-on-one interview with Exelon CEO, Calvin Butler, to address some of the power concerns in the U.S. and the lack of power generation currently supplying the national grid.

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq and S&P 500 jump to start the new trading week as semiconductor stocks pop to lead the markets higher.

Brian Sullivan and Kelly Evans are joined by TeraWulf CEO, Paul Prager, to discuss his company’s $19 billion deal to lease its data center facility to Anthropic.

Tech strategist, Dan Ives, sits down on set with the anchors to give his take on the tech sector while Citi’s Francesco Martoccia joins the show remotely to break down his latest energy research note.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow rises to another record high heading into the extended holiday weekend as chipmakers continue to struggle.

Kelly Evans is joined by Wells Fargo’s Darrell Cronk and MJP Wealth Advisor’s Brian Vendig to break down their initial reaction to the June jobs report and look ahead to their strategy for the second half of the year.

Meanwhile, Harris Oakmark’s David Herro joins the show to explain where he is investing overseas and AccuWeather’s Bernie Rayno gives the July 4th weekend forecast as millions of Americans are under a heat advisory.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow Jones rises to a record high on Wednesday before giving up most of its earlier gains. Meanwhile, the Nasdaq is struggling to start Q3 as chipmakers are falling.

Dominic Chu and Kelly Evans are joined by Bespoke Investment’s Paul Hickey and Portfolio Wealth Advisors’ Lee Munson to lay out their investing strategy for the rest of the year.

The anchors are also joined by Brian Daly, the SEC Director if Division of Investment Management, to discuss the timeline and likelihood that investors will see more investable options for prediction markets. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are trading higher across the board on the final trading day of the second quarter as the Dow paces for its best first half in 5 years. 

Kelly Evans is joined by Interactive Brokers’ Steve Sosnick who helps break down the market action as they discuss the massive rally investors have seen in chip stocks and interview a healthcare analyst to ask whether the recent biotech momentum can continue. 

Oppenheimer’s Chris Kotowski also joins the show to explain the rationale behind his latest research note in which he downgrades Morgan Stanley and Goldman Sachs, saying alternative financial stocks are a better investment right now. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.