Power Lunch

November 11, 2026: Power Lunch breaks down CoreWeave’s AI-fueled rally, NVIDIA scrutiny, defensive tech rotation, energy and shipping risks, data center power demand, and pressure on prediction markets. The key takeaway: investors are weighing renewed AI optimism against policy, geopolitical, financing, and regulatory risks.

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November 10, 2026; 2pm: Kelly Evans and Dominic Chu cover Nvidia’s slide amid an internal investigation involving CEO Jensen Huang, Anthropic’s planned IPO, renewed rate hike concerns, AI cybersecurity risks, power demand, clean energy volatility and options trades in Amgen and CoreWeave. Guests discuss whether tech and AI stocks remain buyable as markets weigh valuation, leadership risk, inflation, energy demand and the broader AI trade.

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November 10, 2026; 2pm: Kelly Evans covers Nvidia’s board investigation into CEO Jensen Huang's affair as other mega-cap stocks rally, with the AI trade, Anthropic’s IPO timeline and tech options activity also in focus. Meanwhile, Brian Sullivan reports from the Edison Electric Institute Financial Conference on why utility CEOs say data center and power-demand growth remains strong.

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November 6, 2026; 2pm: Kelly Evans and Dominic Chu break down a volatile week for markets, the recent AI sell-off, Anthropic’s IPO outlook, and Lumentum’s deal with Marvell. The episode also covers the White House shakeup naming Stephen Miller chief of staff, Fed rate expectations, Iran-war risks for energy prices and how investors can manage 401(k) volatility.

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November 5, 2026; 2pm: Power Lunch breaks down a brutal tech-led market sell-off as the Dow drops more than 1,000 points, the Nasdaq enters correction territory, and AI, chip and neocloud stocks come under pressure. Market strategists debate whether investors should stay diversified, buy the dip, or worry that election-driven policy uncertainty could slow the AI build-out.

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