Tech Trade Stumbles 12/12/25

Oracle stock slides. Broadcom shares fall after earnings. Lululemon leads the S&P 500 after announcing a CEO change.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney and OpenAI announce a licensing agreement for Disney's characters. The U.S. seized an oil tanker off the coast of Venezuela.   And a look at an alternative asset class that is having a record year.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed decides to cut rates by 25 basis points. What it means for bonds, stocks and your money here.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs CFO Denis Coleman joins with Leslie Picker. Former Meta COO Sheryl Sandberg discusses women in corporate America and AI with Julia Boorstin. And where do natural gas prices go from here? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Paramount Skydance CEO David Ellison sits down for an exclusive with CNBC. The FOMC meeting begins tomorrow.  And what is the state of the U.S. housing market? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What antitrust concerns does Netflix buying parts of Warner Bros. Discovery raise? The Fed's FOMC meets next week to decide whether it should change rates.  Yardeni Research's Ed Yardeni joins to give his outlook for stocks in 2026.  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.

Nvidia CEO Jensen Huang takes questions from reporters on Capitol Hill. Niles Investment Management's Dan Niles reacts and gives his thoughts on the greater AI trade. And what is Netflix's sports strategy? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks headed for gains as crypto prices rebounded from the slide. Can equities carry momentum into 2026? And Costco sues the Trump Administration.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Where do stocks go from now until year end? Klarna CEO Sebastian Siemiatkowski joins the show to give his read on the consumer during this busy period for retail.  And Morgan Stanley's Stephen Byrd discusses what's next for data centers and power demand.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.