Power Lunch

Stocks fell on Thursday as the sell-off in semiconductors has the major averages on pace for a losing week on Wall Street.

Brian Sullivan & Kelly Evans are joined by Morgan Stanley Senior Internet Analyst, Brian Nowak, to preview some of the key tech earnings reports expected out over the next week and to give his take on which companies are leading in hyperscaler capex spending.

Later in the program, S&P Global Vice Chairman, Dan Yergin, and RBC Capital Markets Head of Commodities, Helima Croft, discuss the state of the global energy markets with the anchors amid rising tensions in the Middle East.

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The markets rose on Wednesday, with major technology stocks advancing, as traders digested more data showing inflation is cooling.

Brian Sullivan & Kelly Evans are joined on set by One Point BFG Wealth Partners’ Peter Boockvar and Piper Sandler’s Craig Johnson to break down their outlooks for the markets as Steve Liesman joins in to provide the highlights from the latest Fed beige book report.

BlackBerry CEO, John Giamatteo, also joins the anchors on set later in the show to recap his company’s nearly 200% year-to-date gain and what he is focusing on going forward.

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The markets are trading mostly higher on Tuesday after June inflation data came in lighter than expected.

Kelly Evans and Brian Sullivan are joined on set by Yardeni Research’s Ed Yardeni to react to the latest CPI numbers and Fed Chairman Kevin Warsh’s appearance on Capitol Hill. 

Meanwhile, IBM investor Jeff Kilburg breaks down what’s driving IBM’s massive drop this afternoon and whether there is still opportunity for investors to buy in. 

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Stocks fell on Monday after President Donald Trump announced he was reinstating what he called “a blockade on Iranian shipping” through the Strait of Hormuz.

Brian Sullivan and Kelly Evans react to the monthly statement from the U.S. Treasury with Seaport Research Partners’ Jonathan Golub and are later joined by Rapidan Energy Group’s Bob McNally to give his take on the global energy markets.

Later on, four-star tech fund manager, Denny Fish, joins the show to lay out his tech investing strategy as SK Hynix and the rest of the semiconductor space sell-off amid the broader market rotation out of mega-cap tech stocks.

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The S&P 500 is on track for a weekly gain as mega-cap tech stocks lead the index higher on Friday.

Brian Sullivan and Kelly Evans are joined on set by Hightower Advisors’ Stephanie Link and Advisors Capital Management’s Joanne Feeney to react to SK Hynix’s U.S. market debut on the Nasdaq.

Dan Veru, Palisade Capital Management CIO, joins the program to break down his small-cap winners from the first half of the year, and the anchors chat with Caryle Group’s Jeff Currie on the demand for global energy as the SPR hits its lowest level since 1983.

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Stocks rose on Thursday, supported by a jump in semiconductors and a fall in oil prices, as equity markets tried to recover despite renewed U.S.-Iran tensions.

Kelly Evans and Brian Sullivan are joined on-set by Carson Group’s Ryan Detrick who provides his mid-year market report card and outlook for the rest of 2026.

Meanwhile, Baker Hughes’ CEO, Lorenzo Simonelli, joined the show after his company announced it received three contracts for the Sabine Pass LNG facility in Cameron Parish, Louisiana.

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The Dow Jones moved sharply lower on Wednesday after President Trump told the NATO summit that the ceasefire with Iran is “over” amid renewed hostilities in the Middle East.

The Fed Minutes from June’s meeting dropped at the top of the hour, and Brian Sullivan broke down the commentary with Steve Liesman, Rick Santelli, and Jefferies’ David Zervos.

Miller Tabak’s Matt Maley also joins the show to give his take on the South Korean Kospi index’s year-to-date outperformance and recent plunge amid the global chip sell-off. 

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The Dow Jones pulled back from record levels as investors once again rotate out of AI stocks into safer sectors of the market.

Brian Sullivan is joined on set by Fortress Investment’s Elizabeth Burton to break down her strategy to navigate the recent volatility while Bernstein’s Doug Harned lays out the case for SpaceX after his firm initiated the stock with an outperform rating.

Brian also gets an exclusive one-on-one interview with Exelon CEO, Calvin Butler, to address some of the power concerns in the U.S. and the lack of power generation currently supplying the national grid.

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The Nasdaq and S&P 500 jump to start the new trading week as semiconductor stocks pop to lead the markets higher.

Brian Sullivan and Kelly Evans are joined by TeraWulf CEO, Paul Prager, to discuss his company’s $19 billion deal to lease its data center facility to Anthropic.

Tech strategist, Dan Ives, sits down on set with the anchors to give his take on the tech sector while Citi’s Francesco Martoccia joins the show remotely to break down his latest energy research note.

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The Dow rises to another record high heading into the extended holiday weekend as chipmakers continue to struggle.

Kelly Evans is joined by Wells Fargo’s Darrell Cronk and MJP Wealth Advisor’s Brian Vendig to break down their initial reaction to the June jobs report and look ahead to their strategy for the second half of the year.

Meanwhile, Harris Oakmark’s David Herro joins the show to explain where he is investing overseas and AccuWeather’s Bernie Rayno gives the July 4th weekend forecast as millions of Americans are under a heat advisory.

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