Power Lunch

Walmart and Target report earnings this week. Which company has a better handle on inventory and margins? The bull case for both. Plus, oil prices drop on weak data out of China. Is this the start of a steeper decline? And, the rise of the anti-ESG movement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks making a comeback. The sector rallying 20% off the June lows with Amazon, Netflix and Apple all up more than 30 percent. Our market pro has a list of stocks to own over the short, medium and longer terms. Plus, what a bottle of bourbon is telling us about inflation. And we’ll talk to the analyst behind the $1 price target on Bed Bath & Beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Companies are hiking prices at a rapid pace. But once they go up, it may take a long time for them to come down. Plus, the CEO of ON Semi. He’ll explain his investment plans and how he’s navigating the slowdown in the sector. And, gas prices fall below $4 a gallon but for how long? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are rallying, as investors cheer the lighter-than-expected inflation report. We’ll break down where prices are decelerating, and if it’s time for a new investment strategy. Plus, did July mark the bottom in housing? We’ll bring you a Power Call on the sector, and the names that could lead the group out of its slump. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What the big run-up in meme stocks says about market sentiment. Plus, the CEO of Valley Bank on whether he’s seeing signs of recession. And the high short interest stock that our trader says is a buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Senate passes a major economic bill which could have a huge impact on companies in many sectors. We look at EVs, solar and health care for potential winners. Plus Nvidia cuts its revenue guidance on weakness in gaming. We have the fallout in the chip sector. And Top Gun: Maverick passes Titanic at the box office, but there’s a catch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The jobs report blowing away Wall Street’s expectations. Renewing fears the economy could be running too hot. Former New Orleans Mayor Marc Morial weighs in. Plus, Yales’s Jeffrey Sonnenfeld says the demise of Russia’s economy could be imminent, and breaks down the biggest myths about the energy superpower. And, our Power House Road Trip comes to an end. We arrive in Los Angeles to where homes still have massive price tags. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of the big July jobs report we hear from the CEOs of Adidas and Ethan Allen about the state of the economy. There were big expectations for the summer travel season, but so far earnings from travel companies haven’t lived up to the hype. Why not? Plus, 50 days of falling gas prices. How much lower could gas prices go? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed officials warn the markets rates will be higher for longer. News from Moderna and Alnylam lifts biotech, could the sector be ready for a longer-term bounce? And a dire warning for Beyond Meat: cut costs now or face bankruptcy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China reacts harshly to Speaker Nancy Pelosi’s visit to Taiwan. We look at the market reaction. Plus Congress finally passes the CHIPS act. Will it help semiconductor manufacturers in the US? And Chesapeake Energy is up 40% this year. We’ll hear from an analyst who says the stock is still a top pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.