Power Lunch

The software sell-off deepens. Alphabet stock gets punished after reporting higher capex. 

And are there areas to be rotating your portfolio into right now?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI fears rattle software stocks. Enphase Energy shares soar.  

And what should you do with some of the mega-cap tech names?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software sector slide continues on concerns around AI eating into their margins. 

Disney names its next CEO. And how is the relationship between Nvidia and OpenAI?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Niles discusses Nvidia, OpenAI and the greater tech trade. Bitcoin slips to its lowest level since April 7.

And is this year shaping up to be the year of small caps?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

And Target gets upgraded at Wolfe Research. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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?

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.