OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26

The Nasdaq is hitting a fresh all-time high as traders look past rising U.S. Treasury yields and digest new economic data.Brian Sullivan and Kelly Evans are joined by Baird’s Christopher Verrone to start off the new trading week as the major averages are moving higher across the board.The anchors also speak with Former OpenAI Safety Researcher, Steven Adler, on what guidelines he believes tech companies need to follow in order to keep users and the general public safe.Kpler’s Matt Smith also joins the program to lay out the latest oil flow stats for the Middle East as the conflict between the U.S. and Iran rages on and continues to threaten the global energy markets.J Rogers Kniffen CEO, Jan Kniffen, joins Kelly and Brian on-set to chat about the state of retail and how agentic AI agents could disrupt – or help – business for some of the largest retailers. 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 a surprisingly weak September jobs report that raised hopes the Federal Reserve will hold rates steady in October.Kelly Evans and Brian Sullivan are joined on set by Neuberger’s Jeff Blazek and Wells Fargo’s Tom Porcelli to get their initial thoughts on the state of the economy following September’s weaker-than-expected jobs report.Evercore ISI Analyst, Kutgun Maral, joins the show to explain why he believes xAI’s Grok Bot is an underappreciated part of SpaceX that may prove to have massive upside for investors as the race for AI agent market share heats up.Later on, Bruin Capital Founder and CEO, George Pyne, comes on set to discuss the world of professional and collegiate sports as Congress looks to pass a new bill regulating NIL funds. 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 on the first trading day of October, clawing back earlier declines as Treasury yields pull back from their highest levels in more than 20 years.Brian Sullivan and Kelly Evans are joined on set by Advisors Capital Management’s JoAnne Feeney to break down the tech trade following Micron’s Q4 earnings report, and they later speak with Mortgage News Daily’s Matthew Graham on how homebuyers can navigate the highest 30-year mortgage rates since 2023.Americus Reed, Wharton School Professor of Marketing, joins the show to give his take on what Nike needs to do to turn the company around as shares are on pace for their worst year since 1993.The anchors also chat with Evercore ISI’s Nicholas Amicucci on his latest utility and energy stock picks as hyperscalers continue to ambitiously spend on building AI data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are mixed on the last trading day of the month and the third quarter after new economic data showed inflation slowed last month.Steve Liesman and Kelly Evans start off the show with a “First On CNBC” interview with Hewlett Packard Enterprise Chief Financial Officer, Marie Myers, to talk about HPE’s latest networking growth outlook and today’s stock move.Yorkville Ives Partner, Dan Ives, then joins the anchors on set to discuss the mega-cap tech IPO timeline and which private AI companies are worth investing in.Meanwhile, Mark Fields, Former Ford CEO, joins the program to give his take on the state of the American auto industry and whether Detroit carmakers will be able to fend off the rise of affordable Chinese-made cars. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are mostly lower following another rise in Treasury yield to fresh multiyear highs.Seema Mody and Brian Sullivan kick off the show with Zeta Global’s Nate Yohannes who gives his initial reaction to OpenAI’s DevDay announcements and initiatives.MCC Global Enterprises CEO, Michelle Caruso-Cabrera, also joins the show to discuss JPMorgan CEO’s “Wall Street Journal” op-ed article in which he lays out his vision for the western world and calls on Europe to revive its economy and reinforce its military capabilities.Meanwhile, Valley National Bank CEO, Ira Robbins, comes on-set to discuss the state of his company and how artificial intelligence is impacting the regional banking sector. 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 to start the new trading week as treasury yields are on the rise once again.Brian Sullivan and Kelly Evans bring the latest headlines and start off the show with Nvidia’s announcement to raise its share buyback plan a record $150 billion. Seaport Research Senior Analyst, Jay Goldberg, kicks off the program with his initial reaction to the news and breaks down some of the best-positioned semiconductor stocks in his coverage.MoffettNathanson’s Craig Moffett also joins the show to discuss the state of SpaceX as the company successfully launched its Starship rocket into orbit for the first time.Later on, Mark Sheahan, Graco President & CEO, joins the anchors on-set to explain his company’s business model and how they are participating in the AI and industrial buildout across the country. 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 moving between gains and losses as investors weigh rising yields and a report of the U.S. and Iran potentially reaching a deal to reopen the Strait of Hormuz.Kelly Evans and Brian Sullivan open the show by discussing the impact the conflict in the Middle East is having on U.S. markets with Rochefort Asset Management Founder and Co-CEO, Kyle Bass. He emphasized the importance of shutting down the IRGC’s ability to access capital as the global sanctions have become a key issue complicating the relations between the U.S. and China.Harris Oakmark’s David Herro then joins the anchors on set to break down his best stock picks for investors given the recent rise in treasury yields and the possibility of another interest rate hike at October’s Federal Reserve meeting.Oracle shares are falling after the company reportedly sent a “force majeure” notice to the developer of its data center project in New Mexico. D.A. Davidson Head of Technology Research, Gil Lauria, weighs in on what long-term impact this might have on shares and the rest of the AI data center sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq is retreating from Tuesday’s record levels, and the other major averages are falling as the 10-year yield rises to a 19-year high.Brian Sullivan and Kelly Evans are joined on-set by Goldman Sachs’ Brook Dane to recap Meta’s recent run as shares are on pace for their best month in 13 years following the launch of the company’s new AI agent.CNBC’s Jon Fortt joins the sow with a “First On” interview with Qualcomm CEO, Cristiano Amon, to discuss the launch of his company’s latest Snapdragon chipset.Meanwhile, the anchors sit down for an exclusive interview with Former OpenAI employee, Zack Kass, to hear his take on the state of AI safety and his outlook for the industry as both OpenAI and Anthropic gear up for their potential IPOs. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.