Tech Sell-Off, AI Panic and Market Rotation: Power Lunch

October 30, 2026; 2pm: Power Lunch breaks down a sharp tech and AI-stock sell-off, with Intel plunging, the Nasdaq 100 falling more than 3%, and investors rotating into energy, health care, consumer staples and other defensive sectors. Guests weigh whether the decline is panic, forced selling or a buying opportunity as oil, private credit and marine insurance risks add to market uncertainty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 29, 2026; 2pm: Power Lunch breaks down Alphabet’s AI-driven sell-off, market rotation, EQT’s Range Resources deal, Crocs’ earnings surge and Ice Cube’s plan to take Big3 public. The key takeaway: investors are questioning AI monetization and capex, but guests point to pockets of strength in energy, consumer stocks, small caps and sports media. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 28, 2026; 2pm: CNBC panelists and Fed Chair Kevin Warsh break down the FOMC’s decision to hold rates at 3.75% to 4%, citing elevated inflation, resilient growth, and the need to accumulate more information. The key takeaway: politics did not factor into the hold, while AI-driven investment, oil prices, financial conditions, and inflation credibility remain central to the Fed’s next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Brian Sullivan and Kelly Evans speak with U.S. Energy Secretary, Chris Wright, as the Department of Energy continues to expand America’s nuclear power capacity amid rising energy prices.Landsberg Bennett Private Wealth Management’s Michael Landsberg joins the anchors on set to lay out his top stock picks for investing during a volatile market environment given the Vix’s recent 20% spike.Nucor CEO, Leon Topalian, also speaks with the anchors in an exclusive interview breaking down his company’s most recent quarterly earnings report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are higher across the board as semiconductor makers rally after Anthropic’s IPO filing revived enthusiasm for the artificial intelligence trade.Kelly Evans and Brian Sullivan are joined on-set by Yardeni Research President, Ed Yardeni, and Oppenheimer Head of Technical Analysis, Ari Wald, to give their investing strategies ahead of a busy slate of tech earnings and the Fed’s interest rate decision on Wednesday afternoon.CNBC’s Leslie Picker reports on the latest from Anthropic’s S-1 filing and Yorkville Ives & Co’s Dan Ives joins the anchors on set to break down some of the latest tech headlines from Meta, Microsoft, and Alphabet.Later, Monica Guerra, Morgan Stanley Wealth Management Head of Policy, provides her investing playbook with just over a week to go until the midterm elections as Democrats look to take back both chambers of Congress from Republicans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets are falling to end the trading week as defensive stocks within consumer staples, utilities, and healthcare sectors are all lower.Brian Sullivand and Kelly Evans speak with RBC Capital Markets’ Helima Croft as oil prices touch $115 a barrel for the first time since May amid fears of renewed escalation of the conflict in the Middle East.Polygon Co-Founder, Russ Frushtick, joins the anchors on set with the new iPhone Duo which hit store shelves earlier today as he breaks down all the pros and cons of Apple’s latest device.Later, CNBC’s Alex Sherman reports on the biggest stories in sports as Game 1 of the MLB World Series is slated for later tonight and the NFL weighs postponing its international game in France as protests rage on 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.

Stocks are tumbling on renewed concerns around spending by artificial intelligence companies, while oil prices jump as geopolitical tensions rise.Kelly Evans and Brian Sullivan speak with Needham Senior Internet Analyst, Laura Martin, to get her key takeaways from Meta’s latest earnings report and hear whether investors should be buying into the stock.CNBC’s Steve Liesman joins the anchors on set to report on the latest CNBC All-America Survey which focused on consumer opinions on AI and data centers ahead of next month’s midterm elections.Later, Kpler Head of Commodity Research, Matt Smith, also joined the show in-person to break down the latest global energy headlines as Brent Crude oil prices jump to their highest levels since May. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks are leading the markets higher as the latest developments surrounding SpaceX and Tesla lead investors to move back into technology.Brian Sullivan and Kelly Evans are joined on set by Schwab Center for Financial Research Head of Macro & Strategy, Kevin Gordon, who gives a broader look at the state of the markets following SpaceX’s strong quarterly results as Tesla gears up to report after-the-bell.LightShed TMT Analyst, Walter Piecyk, joins the show to discuss why he believes SpaceX’s StarLink business can pose a problem to legacy telecommunication companies like Verizon and AT&T.Later on, Terry Duffy, CME Group CEO, chats with the anchors about his company’s latest earnings report and his forecast for global bond yields amid the political unrest happening across Europe and beyond. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets are mostly higher as a number of upbeat earnings reports and a drop in oil prices overshadow recent pressure in the tech space.Kelly Evans and Brian Sullivan are joined on set by MAI Capital Management’s Chris Grisanti and Defiance ETFs CIO, Sylvia Jablonski, to discuss whether they are buying into the tech dip or taking profits before the potential AI bubble pops.CNBC Options Reporter, Oliver Renick, joins the show live from the Cboe trading floor to report on the options activity he’s seeing ahead of Netflix’s and SpaceX’s key earnings reports due out after the markets close.Airlines for America CEO, Chris Sununu, speaks with the anchors about the Ryanair CEO’s warning that Europe could be facing the biggest airfare hike in history ahead of the holiday travel season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout.Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeave is set to enter its second week at 15% debt yields.Later, Rockefeller International Chairman, Ruchir Sharma, join the anchors to cover the global markets as mass protests threaten Europe’s economy and America’s debt may be a growing cause for concern.Goldman Sachs Analyst, Neil Mehta, also comes on-set to break down his latest list of energy stock ideas across the global oil industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.