Power Lunch

The U.S. imposes blockade on Strait of Hormuz. Pickering Energy Partners' Dan Pickering joins to give his thoughts on the impact it will have on the oil market.    And can compute power supply meet the AI demand? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interactive Brokers' Steve Sosnick joins the show to discuss where stocks go from here. Allianz's Mohamed El-Erian gives his latest thoughts on the Fed.  And how big of a concern is Anthropic's Mythos model? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Justice Department opens investigation into the NFL over anticompetitive business practices. Hamilton Lane Co-CEO Erik Hirsch joins to discuss private credit.  And should you buy stocks in this market upswing? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Kelly Evans and Brian Sullivan take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sean Duffy, U.S. Secretary of Transportation, talks air travel safety, jet fuel supply, and Boeing Dreamliner production. Michelle Caruso Cabrera, CEO and former TV business journalist, offers on-the-ground geopolitical and energy commentary. They discuss Iran deadline fallout, tanker and oil-price risks, market reactions, military moves, and aviation industry resilience in concise, high-stakes conversation.

Partners Group's Anastasia Amoroso joins and reacts to President Trump's latest press conference. Council on Foreign Relations' Richard Haass outlines his thoughts on the developments in the Iran War.  And why hasn't gold performed like a safe-haven asset since the Iran War began? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks shake off early losses. RBC Capital Markets' Helima Croft joins with her outlook for what's next in the Strait of Hormuz and oil industry.    And what happens if states start blocking data center construction? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Memory stocks surge. Niles Investment Management's Dan Niles joins with his outlook for equities right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crude oil prices come down. Rapidan's Bob McNally joins to talk energy. MCC Global Enterprises' Michelle Caruso Cabrera joins to discuss the geopolitical angle of the latest Iran War developments.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

West Texas Intermediate crude oil settles above $100 per barrel. Eurasia Group's Ian Bremmer joins to discuss politics.  And Wedbush's Dan Ives joins to talk the tech trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.