Election Day, Data Center Debate and AI Sector Fallout

November 13, 2026: Power Lunch breaks down NVIDIA’s deepening CEO uncertainty, the ripple effects across AI stocks, and whether investors should buy the dip or avoid headline risk. The episode also covers Treasury volatility, commodity opportunities, tech founder power, GTA 6 launch expectations, and the retail earnings setup. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 12, 2026: Power Lunch breaks down Jensen Huang’s exit from NVIDIA, the ripple effects across tech, semiconductors, indexes and AI investing, and the market’s surprisingly resilient reaction. The episode also covers Treasury deficit data, rising yields, crypto pressure, Strategy’s MSCI removal, options action in AMD and Alphabet, and the PowerPoll on whether investors are buying the NVIDIA dip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 11, 2026: Power Lunch breaks down CoreWeave’s AI-fueled rally, NVIDIA scrutiny, defensive tech rotation, energy and shipping risks, data center power demand, and pressure on prediction markets. The key takeaway: investors are weighing renewed AI optimism against policy, geopolitical, financing, and regulatory risks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 10, 2026; 2pm: Kelly Evans and Dominic Chu cover Nvidia’s slide amid an internal investigation involving CEO Jensen Huang, Anthropic’s planned IPO, renewed rate hike concerns, AI cybersecurity risks, power demand, clean energy volatility and options trades in Amgen and CoreWeave. Guests discuss whether tech and AI stocks remain buyable as markets weigh valuation, leadership risk, inflation, energy demand and the broader AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 10, 2026; 2pm: Kelly Evans covers Nvidia’s board investigation into CEO Jensen Huang's affair as other mega-cap stocks rally, with the AI trade, Anthropic’s IPO timeline and tech options activity also in focus. Meanwhile, Brian Sullivan reports from the Edison Electric Institute Financial Conference on why utility CEOs say data center and power-demand growth remains strong. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 6, 2026; 2pm: Kelly Evans and Dominic Chu break down a volatile week for markets, the recent AI sell-off, Anthropic’s IPO outlook, and Lumentum’s deal with Marvell. The episode also covers the White House shakeup naming Stephen Miller chief of staff, Fed rate expectations, Iran-war risks for energy prices and how investors can manage 401(k) volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 5, 2026; 2pm: Power Lunch breaks down a brutal tech-led market sell-off as the Dow drops more than 1,000 points, the Nasdaq enters correction territory, and AI, chip and neocloud stocks come under pressure. Market strategists debate whether investors should stay diversified, buy the dip, or worry that election-driven policy uncertainty could slow the AI build-out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 4, 2026; 2pm: Stocks and bonds rally after Democrats' midterm sweep, while Texas data center and AI power names sell off on regulatory concerns. Guests weigh whether the moves are relief-rally positioning or real policy shifts, with focus on health care, energy, crypto and earnings leadership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 3, 2026; 2pm: The Power Lunch team tracks how the midterm elections, AI data center backlash, interest rates, and affordability are shaping the markets, with insights from Mark Newman, Bill Nygren, Libby Cantrell, Andrew Yang and Barry Sternlicht. Guests argue how investors are weighing a potential AI capex slowdown against opportunities in memory stocks, value names, and broader public participation in the AI economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 2, 2026; 2pm: Kelly Evans and Brian Sullivan break down a rougher market beneath the surface as tech, semiconductors and AI-linked stocks slide while investors watch Apple, Palantir and Big Tech capex for signals. The show also covers oil’s drop on Iran diplomacy hopes, I-bonds, Las Vegas Raiders valuation and hotel/tourism trends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.