Megacap Tech Earnings in Focus 10/30/25

The government shutdown continues as elections across the country take place. Steve Liesman joins the show to discuss "AI washing." And what should investors make of Michael Burry's put options on Nvidia and Palantir? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The CNBC Changemakers and Power Players podcast delivers candid, in-depth conversations with trailblazing women in business, hosted by CNBC Senior Media & Tech Correspondent Julia Boorstin. Listen to an excerpt now! The series spotlights women from the CNBC Changemakers list and other female innovators who are redefining leadership, breaking barriers, and transforming industries; including CEO of Retirement Solutions at TIAA Kourtney Gibson. Episodes of CNBC Changemakers and Power Players are available now and drop every Tuesday. Stay right here to listen to a special preview, and for the full episode, search for CNBC Changemakers and Power Players and follow the show wherever you get your podcasts. 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.

Amazon jumps after reporting on Thursday. A portfolio manager joins the show to give some stock picks at the end of this pivotal earnings week.  What are the pressure points that could push Congress to make a deal to end the government shutdown? 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 Meta, Microsoft and Alphabet earnings and preview Apple and Amazon. Sunrun CEO Mary Powell joins the show to discuss the energy outlook.  And what do the latest developments in negotiations between the U.S. and China mean? 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.

The Fed cuts rates by a quarter percentage point. What does it mean for stocks, bonds and your money? 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.

Nvidia CEO Jensen Huang and Palantir CEO Alex Karp discuss the companies' partnership. UPS stock rises after earnings.  And is there anywhere in the market that is overvalued?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. and China have agreed to the framework for a trade deal. KBW downgrades Berkshire Hathaway. And could Lululemon's new partnership with the NFL help boost the stock? 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.

Inflation data comes in light. We discuss the ad that stopped trade negotiations between Canada and the U.S. And how should you prepare for inflation in retirement? 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.

Chauncey Billups and Terry Rozier were arrested in FBI probe linking the NBA to a Mafia gambling ring. The U.S. dials up sanctions on Russian oil and gas.  And is this rally running out of steam. 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.