Power Lunch

CNBC
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Feb 3, 2026 • 45min

Tech leads the stock sell-off 2/3/26

Software sector slide continues on concerns around AI eating into their margins. Disney names its next CEO. And how is the relationship between Nvidia and OpenAI? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Feb 2, 2026 • 42min

Stocks Rally Across the Major Averages 2/2/26

Dan Niles discusses Nvidia, OpenAI and the greater tech trade. Bitcoin slips to its lowest level since April 7.And is this year shaping up to be the year of small caps? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 30, 2026 • 35min

President Trump Makes His Pick for Fed Chair 1/30/26

President Trump chooses Kevin Warsh to succeed Jerome Powell as Fed Chair. RBC Capital Markets' Helima Croft joins the show to discuss the oil market, geopolitics and Iran. And how are markets digesting the Warsh pick? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 29, 2026 • 42min

Microsoft pulls the market down 1/29/26

Software stocks continue their slide after Microsoft and ServiceNow reported on Wednesday after the bell. Morgan Stanley's Stephen Byrd joins to discuss how data centers will be powered. And crude oil prices tick back up.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 28, 2026 • 32min

Fed leaves rates unchanged 1/28/26

The FOMC votes to leave rates unchanged. Our Fed panel breaks down the decision here on Power Lunch.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 27, 2026 • 43min

S&P 500 approaches 7,000 1/27/26

UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial. And Target gets upgraded at Wolfe Research.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 26, 2026 • 42min

U.S. government announces it will take stake in USA Rare Earth 1/26/26

USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto. And PGA Tour golfer and 3-time Major champion Jordan Spieth joins the show.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 23, 2026 • 43min

Previewing FOMC Meeting, Big Week of Earnings 1/23/26

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting next week.  And why are precious metals running so hot?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 22, 2026 • 43min

Mega-cap Tech Surges 1/22/26

Meta pops after a bullish note from Jefferies. President Trump sues JPMorgan Chase and CEO Jamie Dimon over debanking. And Derek Jeter joins the show to discuss the new sport he is getting into.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Jan 21, 2026 • 46min

Stocks pop after Pres. Trump Truth Social post 1/21/26

President Trump says he has reached Greenland deal "framework" with NATO and backs off tariffs on Europe. Stocks soar after.  And what do shifting geopolitics mean for energy?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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