President Trump chooses Kevin Warsh to succeed Jerome Powell as Fed Chair. RBC Capital Markets' Helima Croft joins the show to discuss the oil market, geopolitics and Iran. 

And how are markets digesting the Warsh pick?

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Software stocks continue their slide after Microsoft and ServiceNow reported on Wednesday after the bell. Morgan Stanley's Stephen Byrd joins to discuss how data centers will be powered. And crude oil prices tick back up. 

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The FOMC votes to leave rates unchanged. Our Fed panel breaks down the decision here on Power Lunch. 

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UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial. 

And Target gets upgraded at Wolfe Research. 

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USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto. 

And PGA Tour golfer and 3-time Major champion Jordan Spieth joins the show. 

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Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting next week.  

And why are precious metals running so hot?

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Meta pops after a bullish note from Jefferies. President Trump sues JPMorgan Chase and CEO Jamie Dimon over debanking. 

And Derek Jeter joins the show to discuss the new sport he is getting into. 

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President Trump says he has reached Greenland deal "framework" with NATO and backs off tariffs on Europe. Stocks soar after.  

And what do shifting geopolitics mean for energy?

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Stocks dip across the major averages. Melius Research's James West joins to give his energy outlook.  

And what does the threat of new tariffs from President Trump mean for the European Union?

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Interior Secretary Doug Burgum joins to discuss the Trump Administration's push for an emergency electricity auction. Semiconductors continue to have strong 2026.

And how much longer will Jamie Dimon stay on as JPMorgan Chase's CEO?  

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