OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26

Stocks are moving mostly higher with the Nasdaq Composite rising to a new all-time intraday high on Tuesday.Kelly Evans and Brian Sullivan are joined on-set by Citi’s Head of U.S. Equity Trading Strategy, Stuart Kaiser, for an extended conversation on the state of the markets and his outlook for global treasury yields and energy prices.CNBC’s Kate Rooney breaks in with the latest headlines on OpenAI’s new AI agent models with updated capabilities and lower costs.Michael Bucella, Neoclassic Capital Founder, also joins the program to recap Bitcoin’s recent runup following Washington’s recent vote on the crypto Clarity Act. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are rising to start the trading week as technology leads the markets higher with oil prices and treasury yields falling slightly.Brian Sullivan and Contessa Brewer are joined on set by Fundstrat’s Tom Lee to discuss whether the major averages are poised for a rally, and Freedom Capital’s Jay Woods also joins the conversation to give the technical perspective.Morgan Stanley’s Head of Power and Utilities Research, Stephen Byrd, sits down with the anchors to weigh in on the outlook for global power demand as diesel prices hit a new nationwide record high.CNBC’s Leslie Josephs calls into the show with her latest reporting on the flight disruptions at Newark, Laguardia, and other major east coast airports following an air traffic control malfunction. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are little changed on Friday as the major averages close out a volatile week on Wall Street.Kelly Evans and Brian Sullivan speak with GasBuddy Head of Petroleum Analysis, Patrick De Haan, about the rising price of diesel fuel and when consumers can expect the recent surge to rise above the historic inflation-adjusted record.Interactive Brokers’ Steve Sosnick also joins the anchors on set to lay out his “wall of worry” for the markets and provide his latest forecast for stocks and bonds through the end of the year.Meanwhile, Forgent CEO, Gary Niederpruem, joins the show for an exclusive interview to discuss the state of the AI data center buildout and whether the recent backlash from the public over potential safety concerns is justified.  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.

Major averages trade between gains and losses as investors react to the Fed’s decision to raise interest rates by a quarter percentage point, bringing the target range to between 3.75% and 4%.Kelly Evans and Brian Sullivan host the show live from Washington D.C., and are joined by Harris Financial Group’s Jamie Cox, Raymond James’ Larry Adam, JPMorgan’s David Kelly, and RBC’s Frances Donald to provide their initial takes and first reactions to the decision.CNBC’s Steve Liesman, Rick Santelli, and Matt Peterson also join the program to provide their insight and reporting ahead of Fed Chairman Kevin Warsh’s live press conference during the second half of the hour. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling and treasury yields are surging to multiyear highs as traders look ahead to the Federal Reserve’s policy decision tomorrow.Brian Sullivan and Kelly Evans speak with Evercore Senior Managing Director, Julian Emanuel, and Brookings Institution Senior Fellow, Robin Brooks, on the state of the markets ahead of the FOMC meeting.Meanwhile, the Senate is holding a key procedural vote on the Clarity Act which could dictate how soon the cryptocurrency industry can be regulated in the U.S.CNBC’s Kate Rooney also joins the program with a one-on-one interview with Cohere CEO, Aidan Gomez, to get his take on whether safety guardrails should be implemented on the AI industry. 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 rising following four straight days of declines as oil prices retreat and investors look ahead to next week’s Federal Reserve meeting.Brian Sullivan & Kelly Evans are joined by Jefferies Chief Market Strategist, David Zervos, to assess the state of the markets and discuss whether the recent inflation data means the Fed will be raising interest rates next Wednesday.Daan Struyven, Goldman Sachs Co-Head of Global Commodities Research, breaks down his latest note where he raised Brent & WTI forecasts on the assumption that Mideast shipping disruptions will continue into 2027.Meanwhile, former Google DeepMind Research Scientist, Alexander Turner, speaks with the anchors on the reasons why he chose to resign from the company and what concerns he has for the industry as AI continues to advance. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are dropping amid growing fears of higher inflation from a prolonged war in the Middle East as oil prices top $100 per barrel.Kelly Evans and Brian Sullivan sit down for an extended conversation with Thoma Bravo founder, Orlando Bravo, who gives his take on the state of the markets, the recent downturn in software stocks, and how artificial intelligence is affecting employment.CNBC’s Rick Santelli joins the program with breaking news on the results from the U.S. Treasury’s latest bond auction following headlines that the department plans to buy back $6 billion of government debt.Meanwhile, Terawulf CEO, Paul Prager, comes on set to discuss the ongoing backlash from data center critics as shares of his company are on track to post their fourth straight positive year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling as rising Treasury yields and oil prices continued to rattle investors.Brian Sullivan and Kelly Evans are joined by CNBC’s Mackenzie Sigalos with the latest updates from Apple’s "Surprise and shine" event where the company unveiled its first foldable smartphone, the iPhone Duo.Later, RBC Capital’s Helima Croft joins the program to discuss the geopolitical circumstances that are forcing oil prices higher and whether these global conflicts will have a long-lasting impact on the energy industry.David Faber also sits down for a one-on-one interview with AT&T CEO and Chairman, John Stankey, at Goldman Sachs’ Communacopia and Tech Conference in San Francisco. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.