Power Lunch

Tech stocks are leading the markets higher as the latest developments surrounding SpaceX and Tesla lead investors to move back into technology.
Brian Sullivan and Kelly Evans are joined on set by Schwab Center for Financial Research Head of Macro & Strategy, Kevin Gordon, who gives a broader look at the state of the markets following SpaceX’s strong quarterly results as Tesla gears up to report after-the-bell.
LightShed TMT Analyst, Walter Piecyk, joins the show to discuss why he believes SpaceX’s StarLink business can pose a problem to legacy telecommunication companies like Verizon and AT&T.
Later on, Terry Duffy, CME Group CEO, chats with the anchors about his company’s latest earnings report and his forecast for global bond yields amid the political unrest happening across Europe and beyond.

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The markets are mostly higher as a number of upbeat earnings reports and a drop in oil prices overshadow recent pressure in the tech space.
Kelly Evans and Brian Sullivan are joined on set by MAI Capital Management’s Chris Grisanti and Defiance ETFs CIO, Sylvia Jablonski, to discuss whether they are buying into the tech dip or taking profits before the potential AI bubble pops.
CNBC Options Reporter, Oliver Renick, joins the show live from the Cboe trading floor to report on the options activity he’s seeing ahead of Netflix’s and SpaceX’s key earnings reports due out after the markets close.
Airlines for America CEO, Chris Sununu, speaks with the anchors about the Ryanair CEO’s warning that Europe could be facing the biggest airfare hike in history ahead of the holiday travel season.

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Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout.
Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeave is set to enter its second week at 15% debt yields.
Later, Rockefeller International Chairman, Ruchir Sharma, join the anchors to cover the global markets as mass protests threaten Europe’s economy and America’s debt may be a growing cause for concern.
Goldman Sachs Analyst, Neil Mehta, also comes on-set to break down his latest list of energy stock ideas across the global oil industry.

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Stocks are sliding to end the week amid a shift away from tech and artificial intelligence-related names as well as a rise in oil prices.
Dominic Chu and Kelly Evans are joined on set by Sanctuary Wealth’s Mary Ann Bartels and Hightower Advisors’ Stephanie Link as both guests lay out their top stock ideas amid the market rotation away from tech names.
CNBC’s Steve Liesman also joins the show with breaking news from the U.S. Treasury Department on the growing government deficit that underscores the state of the nation’s financial stress.
Later, OpenTable CEO, Debby Soo, and Celebrity Chef, Tyler Florence, join the program to discuss the impact artificial intelligence is having on the restaurant industry and how consumers are using it to their advantage.

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Stocks are clawing back their earlier losses as investors shake off concerns about tech companies potentially overspending on AI.
Brian Sullivan and Kelly Evans are joined on set by Interactive Brokers’ Steve Sosnick and Fundstrat’s Mark Newton to hear their takes on the state of the markets and whether investors should be buying into the mega-cap tech dip.
Paul Prager, TeraWulf CEO, also joined the program in-person to defend his company amid a recent double-digit pullback in share prices as investors rotate out of AI tech stocks in favor of more defensive sectors.
The anchors also speak with Rapidan Energy Group Founder & President, Bob McNally, to recap the latest headlines from the Middle East as Iranian forces escalate their attacks on oil tankers and what impact it might have on the global energy market.

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