September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26

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.

Stocks are falling to start the shortened trading week as investors monitor escalating tensions in the Middle East ahead of a key inflation reading later this week.Brian Sullivan and Kelly Evans sit down with Piper Sandler’s Craig Johnson and Schwab Asset Management’s Omar Aguilar to get their thoughts on whether stocks and treasuries may be heading as investors prepare for next week’s Federal Reserve Meeting.Meanwhile, GasBuddy Head of Petroleum Analysis, Patrick De Haan joins the show to discuss the potential economic impact of oil prices pushing back near $100 per barrel.Later on, WaFd Bank President & CEO, Brent Beardall, speaks with the anchors in an exclusive interview covering the headlines that Everbank will combine with WaFd in a $3.9 billion reverse merger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow Jones fell on Friday as August’s hotter-than-expected payrolls reading increased expectations that the Federal Reserve could raise interest rates at its next meeting.Kelly Evans is joined by MAI Capital Management’s Chris Grisanti for the hour as they sit down with Wells Fargo Chief Economist, Tom Porcelli, to recap the surprise numbers in last month’s jobs report.Later on, RBC Capital’s Helima Croft joins the show to discuss the impact of record-high diesel prices ahead of the Labor Day holiday weekend.Meanwhile, the anchors host a data center debate between former North Dakota Senator, Heidi Heitkamp, and Information Technology and Innovation Foundation President, Daniel Castro, as both guests bring up the pros and cons of data center development amid the broad public pushback in recent weeks. 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.

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 falling to begin September as inflation worries and elevated oil prices lift bond yields in the U.S. and abroad. Dominic Chu and Kelly Evans sit down with Northern Trust Asset Management’s Joe Tanious to break down the move in global bond yields and whether it will influence the Federal Reserve to raise interest rates at this month’s meeting. After more than 15 years at the helm, Tim Cook is stepping down as Apple’s CEO and John Ternus is succeeding him in the role. Patrick McGee, author of “Apple in China,” joins the program to recap some of the key milestones from Cook’s tenure and lay out his predictions for Ternus’ era. Later on, Roundhill Investment’s Drew Pettit comes on to discuss the memory trade’s recent run and what the rest of the year might have in store for semiconductor investors. 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.

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.