Stocks Move Toward Narrow Gains 10/1/25

Stocks rally across the board after a big sell-off on Friday. We take a look at OpenAI's newest partnership with Broadcom.  And what should investors be looking for during this earnings season? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks sell off after President Trump posted to Truth Social about the possibility of heightening tariffs on China due to its Rare Earth policy. It's all 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.

What's next for the cost of energy? We are joined by ECP's Doug Kimmelman to give us his energy outlook.  And what should investors be looking out for this earnings season? F.LPutnam Investment Management's Ellen Hazen gives her take.  It's all 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.

Stocks mostly keep churning higher. We discuss Nvidia's role in the AI financing ecosystem. And some stocks that Morgan Stanley thinks will surprise to the upside when they report earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Senate Democrats released a report saying AI could erase 100 million U.S. jobs. The CEO of the largest natural gas producer in the U.S. joins to give his energy outlook.And why are startups staying private for longer? It's all 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.

OpenAI and AMD announced a deal that would have OpenAI use 6 gigawatts of chips from AMD. Fifth Third announced it will be acquiring Comerica. And what does the move in the 30-year Japanese bond mean for markets? It's all 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.

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.

Stocks are continuing to rally, and one CIO joins the show to give his picks in the small-cap space. Tesla posted a surprise delivery increase. Wedbush's Dan Ives joins to break them down.  And OpenAI received a $500B valuation to make it the most valuable privately held company. It's all 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.

We discuss the market environment with Citi Wealth's Kate Moore. Tortoise Capital's Rob Thummel gives his energy picks.And chef & restaurateur Bobby Flay joins the show and gives his outlook on the restaurant and consumer. It's all 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.

Republicans and Democrats have until midnight to at least pass a stopgap funding bill to avoid a government shutdown. Pimco's Libby Cantrill weighs in on what would happen if a shutdown does occur. And State Street's Michael Arone gives his read on the markets right now. It's all 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.