Power Lunch

Stocks slide into the weekend. Crude oil keeps ticking up.  

And President Trump says the U.S. will not make a deal with Iran without "unconditional surrender."

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WTI Crude Oil hits $80 per barrel for the first time since January 2025. Niles Investment Management's Dan Niles joins the show with his market outlook.  

And Morgan Stanley Wealth Management CIO Lisa Shalett weighs in what she's advising her clients.  

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Big Tech executives meet at the White House to sign a pledge to power their own data centers. Former Bridgewater Associates Chief Investment Strategist Rebecca Patterson joins the show with her market outlook.  

And former energy advisor to President George W. Bush Bob McNally gives his take on the crude oil market.  

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President Trump announces that the U.S will give insurance and military support if necessary to allow tankers to cross the Strait of Hormuz. Memory stocks slide.  

And what areas should investors be looking to right now?  

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Stocks turn positive after opening down. Crude oil, natural gas prices pop. And RBC Capital Markets' Helima Croft and TWG Global Managing Partner Amos Hochstein join the show to discuss the possible effects of the Iran War.

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Citi's Scott Chronert gives his market outlook. Duke Energy CEO Harry Sideris joins the show to talk energy. And Amazon announces it will invest $50B into OpenAI as part of a $110B funding round. 

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Nvidia posts a blowout earnings report, but stocks fail to rally. Oil prices tick up as U.S.-Iran tensions continue. And Stellantis posts its first ever annual loss. 

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The market turns to Nvidia earnings after the bell. Hut 8 CEO Asher Genoot joins the show to discuss the energy demand from Big Tech. And mortgage rates fall to their lowest level in nearly four years. 

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Oppenheimer head of technical analysis Ari Wald gives his outlook on markets from the technical side. Cheniere Energy CEO Jack Fusco joins the show to discuss LNG. 

And how is AI affecting employee pay?

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President Trump raises global tariff to 15%. Novo Nordisk's weight-loss drug trial results disappoint. 

And should you be looking outside of stocks right now

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