Power Lunch
@PowerLunch

Your midday look at the top business stories with @SullyCNBC and @KellyCNBC. Weekdays at 2p ET on CNBC.

powerlunch.cnbc.com
Joined March 2009
3,861 Photos and videos
Will the 5% bond yield drag down the market? Ed Yardeni of @yardeni thinks it won't. He explained why: cnbc.com/video/2026/09/25/5p…

5.2% bond yield shouldn't 'knee-cap' stocks or the economy, says market researcher Ed Yardeni

Yardeni Research President Ed Yardeni joins 'Power Lunch' to talk moves in bond rates, what is driving both equity and bond markets, the impact of unconfirmed reports on Iran negotiations, and more.

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Is the tech trade still a solid investment? F.L. Putnam's Ellen Hazen talks where she sees value in the market right now. $NOK $EME $CVS cnbc.com/video/2026/09/25/cv…

CVS is a 'decent stock to tuck away,' says F.L. Putnam's Ellen Hazen

F.L. Putnam's Chief Market Strategist Ellen Hazen joins 'Power Lunch' to talk what stocks she likes in the current market.

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"In economics, the pendulum swings. It never stops at equilibrium." David Herro of @HarrisOakmark talks about what's happening with global yields. cnbc.com/video/2026/09/24/da…

David Herro of Harris Oakmark on whether global yields are driving U.S. Treasurys higher

David Herro, co-CIO of international equities at Harris Oakmark, joins 'Power Lunch' to discuss whether international bonds are putting upward pressure on the U.S. Treasury market.

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Trading on reports of a reopening of the Strait of Hormuz? @Rochefort_US’s @Jkylebass explains why he wouldn’t. cnbc.com/video/2026/09/24/ro…

Rochefort's Kyle Bass: I would not trade on reports of talks to reopen Strait of Hormuz

Kyle Bass, founder and co-CEO of Rochefort Asset Management, joins 'Power Lunch' to discuss the market reaction to the latest in the closure of the Strait of Hormuz.

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POWER POLL: Would you buy Meta’s Muse Charm?
24% Yes
76% No
250 votes • Final results
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Read more about it: $META cnbc.com/2026/09/23/mark-zuc…

Mark Zuckerberg debuts $1,299 Meta VR Glasses and Muse Charm pendant amid AI agent push

Meta CEO Mark Zuckerberg reveals $1,299 Meta VR Glasses and Muse Charm gadget for AI agents.

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The oil industry warns a diesel export ban will backfire as Pres. Trump weighs restrictions. cnbc.com/2026/09/23/trump-di…

Oil industry warns a diesel export ban will raise fuel prices as Trump weighs restrictions

A diesel export ban would provide only brief relief before prices start to rise again as refiners cut production, experts say.

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What could an AI smartphone look like? @Qualcomm CEO @cristianoamon discusses his vision. $QCOM cnbc.com/video/2026/09/23/we…

We finally have clarity what an AI smartphone looks like, says Qualcomm CEO Cristiano Amon

Qualcomm CEO and President Cristiano Amon joins CNBC's Jon Fortt to talk developing an AI smartphone, the state of the smartphone landscape, chip demand, and more.

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Is $META the new king of AI? @GoldmanSachs' Brook Dane weighs in as Meta's new AI assistant Muse makes waves. cnbc.com/video/2026/09/23/go…

Goldman Sachs' Brook Dane on if Meta is the new king of AI

Brook Dane, Goldman Sachs co-head of public tech investing, joins 'Power Lunch' to talk the success of Meta AI and where growth opportunities may spring up around it.

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Power Lunch retweeted
Brian Sullivan
@SullyCNBC
Sep 23
Will a diesel fuel export ban RAISE OR LOWER the cost of diesel fuel two months from the date of the ban? (Reposting as some say previous poll wasn’t clear enough)
73% Raise
27% Lower
656 votes • Final results
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Power Lunch retweeted
CNBC
@CNBC
Sep 23
TODAY: Qualcomm CEO Cristiano Amon joins @jonfortt on “Power Lunch” in a First on CNBC interview. Tune in to CNBC at 2 p.m. ET to watch live.
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Zelenskyy said Ukraine is ready for an “energy ceasefire” with Russia, provided Moscow stops attacks on critical infrastructure. cnbc.com/2026/09/23/ukraine-…

Zelenskyy says Ukraine ready for ‘energy ceasefire’, calls for trilateral meeting with Putin, Trump

Zelenskyy said Ukraine is ready for an “energy ceasefire” with Russia, provided Moscow stops attacks on critical infrastructure.

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Trump-Xi summit puts AI safety talks on the table but neither side wants to slow down. cnbc.com/2026/09/23/trump-xi…

Trump-Xi summit puts AI safety talks on the table but neither side wants to slow down

Recent weeks have seen AI safety fears reach new heights. That will be a key focus for the U.S. and Chinese premiers, analysts told CNBC.

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Is the rally about to pop like the dot-com bubble? Citi’s @stuartlkaiser weighs in as the S&P 500 nears record highs — even as market breadth weakens. $SPY cnbc.com/video/2026/09/22/ci…

Citi's Stuart Keiser on why current market trends might not actually resemble late 90s

Stuart Keiser, Citi head of U.S. equity trading and strategy, joins 'Power Lunch' to talk where the markets are headed and why comparisons to the late 90s might not capture the full picture.

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NEWS ALERT: OpenAI unveils new, cheaper Sol and Luna models as AI price competition intensifies. @Kr00ney has the details. cnbc.com/video/2026/09/22/op…

OpenAI unveils new cheaper Sol and Luna models

CNBC's Kate Rooney joins 'Power Lunch' with an update on OpenAI model pricing.

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⚡️New Power Insider is out now⚡️ Where is oil headed? Even Wall Street doesn’t know. @SullyCNBC breaks down the uncertainty around Iran and oil — plus why analysts agree on $CVX, and how a potential diesel export ban could backfire. cnbc.com/2026/09/22/sullivan…

Sullivan: Wall Street admits it doesn't know where oil is headed. There's one stock they do agree on

JPMorgan’s commodity team admitted what many are thinking on the Iran situation and oil: We just don't know.

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Kalshi is seeking approval from the Commodity Futures Trading Commission to allow some traders to use leverage on its prediction markets. cnbc.com/2026/09/22/kalshi-a…

Kalshi asks CFTC to allow margin trading on its platform, letting users buy with borrowed funds

It's the latest move by the company as it and other event contract exchanges seek to gain greater participation by institutional traders.

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