Power Lunch

We’re tracking lots of headlines in the transportation sector today. Three major airlines are reporting results, plus Tesla is surging after topping estimates & Elon Musk’s conference call. We’ll break it all down. Plus, Chevron just announced a dividend raise and $75 billion share buyback plan. And the White House wasted no time in attacking the move for lining the pockets of wealthy shareholders. We’ll bring you all the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are sinking today, as earnings results weigh on markets. Microsoft is dragging down tech, while Boeing is weighing on the Dow. We’ll get you ready for Tesla’s earnings on deck. Plus, we’ve seen some signs of inflation starting to slow. But maybe not fast enough for a lot of consumers. We’ll discuss the stickiness of higher prices, and if they’re here to stay. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street is awaiting Microsoft’s big earnings report due out after the bell. And there are lots of issues at play, from layoffs to investments in AI. We’re also waiting to hear from the Dept. of Justice on an antitrust announcement. We’ll break it all down, and bring you the latest details as they happen. Plus, we have a couple of big CEO interviews on deck. We’ll talk defense with the CEO of Lockheed Martin, and lithium’s record run with the CEO of Albemarle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China celebrates a new year, but with the same problems. Will Lunar New Year cause new Covid concerns. Plus, Transportation Secretary Pete Buttigieg on improving the Golden Gate Bridge, and the FAA outage. And Tesla cuts price, will that spur EV adoption, or just start a price war? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Alphabet is cutting jobs and bringing back its founders. Netflix soaring on strong subscriber numbers. And Apple is trying to produce more & more in-house. We’ll discuss the ripple effects for Big Tech. Plus, we just heard from Fed Governor Christopher Waller. We’ll get reaction to his comments on the economy, and what they mean for markets and your money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix set to report results after the bell. What are the metrics investors need to watch for? Amazon ends its charitable giving program, AmazonSmile. Will this result in bad PR sending shoppers elsewhere? Plus, potential market impact as the U.S. heads for another showdown over the debt ceiling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed is releasing its Beige Book today, with clues into economic activity across the country. We’ll break down the evidence that shows us likely entering a recession versus a “soft landing.” Plus, we’re getting positive signs for the housing market. Mortgage numbers are up, and builder sentiment is rising too. But is it just a blip, or will the slowdown really not be as bad as feared? We’ll explore. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China’s economy slowed in the 4th quarter, as its population shrinks and Covid cases rise. Is the nation really ready to emerge from a 3-year lockdown? We’ll explain what it all means for the global economy. Plus, Coach Mike Krzyzewski spent 40 years leading college players. Now the legendary Duke Men’s Basketball coach is teaching a Masterclass on leadership. We’ll talk to him about his lessons for business executives. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The fight against inflation is highlighting a growing divide between markets & the Fed. We’ll explain what the latest numbers are saying that might make the central bank really unhappy. Plus, stocks are falling as Lockheed Martin & Northrop Grumman are both downgraded to “sell.” We’ll explain why there’s increased scrutiny on U.S. defense spending right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

December’s CPI number fell slightly, the first drop since May 2020, as inflation cools. We’ll explain what it means for markets & your money. Plus, McDonald’s vs. Yum! Brands: who’s a better buy right now? We’ve got 2 analysts battling it out in a “food fight.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

2 big messes are making headlines today: the entire U.S. air traffic system shut down due to a technology outage, while an ‘atmospheric river’ is causing widespread storms & flooding in California. We’ve got the latest details on both. Plus, thieves have been brazenly robbing retail stores, while employees apparently do nothing to stop them. And we’re seeing more and more companies addressing it in their earnings reports now. We’ll discuss this growing crisis with our retail insiders. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are higher again today, with small gains for the averages but some big individual movers. We’ll highlight the day’s biggest gainers, and tell you where to invest in this market. Plus, Coinbase shares are building on their recent rally, despite the company announcing it’s cutting nearly 20% of its staff. We’ve got the latest details. And, President Biden is meeting with Prime Minister Trudeau of Canada, and President Obrador of Mexico today. We’ll tell you what’s at stake. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are rising today, as the markets seem to be buying into a “soft landing” and second half recovery narrative. But the Fed seems insistent the inflation fight isn’t over. We’ll debate who’s right on the economy. Plus, 1,200 people were arrested in Brazil after protestors stormed government buildings in defiance of what they believe was a stolen election. While here at home, Republicans are looking to move on after an ugly battle for House Speaker. We’ll tell you all you need to know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hopes that inflation might be peaking sends stocks rallying. And “Boomerang CEOs.” Executives coming back to the companies they used to run. Is that good or bad for those companies? Plus energy crushed the broader markets in 2022, can the same thing really happen again? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The A-D-P report shows positive signs for the job market, while at the same time, tech heavyweights including Amazon and Salesforce are cutting jobs. So is this a tech-specific problem. And one analyst says Microsoft’s investment in AI technology could help Bing eat into Google’s search dominance. Plus the CEO of Pioneer Natural Resources on where oil prices are head. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed releases the minutes from its latest meeting. We break down what the Fed said and what it means for policy going forward. Plus, rising interest rates have caused major problems for real estate. We look at the slowdown in residential and commercial real estate and what has to happen to turn it around. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX CEO appears in court to face 8 criminal charges. Tesla shares continue to tumble. What does Elon Musk need to do to get his “main” company back on track. Plus, Wall St. analysts busy naming their top picks for 2023. We trade some of those names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Technicians say Apple stock crossed key technical levels. With a recession likely, what are Apple’s growth catalysts? Plus, pending home sales drop to the second lowest level on record. Is housing’s winter freeze here? And a former FDIC Chair makes the case for the Fed to pause its rate hiking campaign. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China loosens covid rules and it could mean more demand for oil. A look at where prices could head in the new year. Plus, the bond market turns in its worst performance ever this year. Will 2023 bring more surprises for fixed income? And, is Tesla a buy as the stock tanks? We’ll trade it in today’s three stock lunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Bank of Japan shifts its policy and it could mean a Fed pivot is further out than many investors had hoped. Plus, the greatest corporate controversies of 2022. And, the bull case for Rivian after a 79-percent drop so far this year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank stocks are on pace for their worst year since the financial crisis. Will 2023 bring additional headwinds for the sector? Plus, can Nike’s recent bounce hold into the new year? A bull and a bear share their outlooks ahead of earnings tomorrow. And, the CEO of the year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq hit hard this week but do the charts signal a bottom is near? Plus, Goldman Sachs is reportedly planning layoffs adding to Wall Street’s belt tightening. And we’ll debate whether the Fed is on the verge of making a big mistake. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The selling intensifies this afternoon as recession fears grip Wall Street. This hour, what’s driving the decline, what the disappointing retail sales number says about the strength of the consumer and places to hide if a recession is inevitable. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed raises rates by half a point to the highest level in 15 years. We have the decision, reaction, market analysis and Fed Chair Powell’s press conference. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Prosecutors unveil criminal charges against FTX founder Sam Bankman-Fried. He faces eight counts, including wire fraud and conspiring to defraud the U.S. U.S. Attorney Damian Williams calling it one of the biggest frauds in American history. What happens next as the FTX saga enters a new chapter? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street’s big week revolves around Washington. We’ll look at what investors can expect from the Fed decision, the FTX hearings and the government funding deadline. Plus, M&A activity is picking up as the year winds down. Is this the start of a bigger merger wave? And trading some of Wall Street’s top picks for 2023, including Robinhood, Bath & Body Works and Netflix. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Credit card balances are up, savings rates are down but there are retail stocks to own amid signs of consumer stress. Plus, the state of venture capital with deals on track for the sharpest drop in 20 years. And Wall Street’s top picks for 2023. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The FTC sues to block Microsoft’s acquisition of Activision. Reaction and analysis from a former FTC Chairman and what the decision means for other deals hanging in the balance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Europe’s benchmark index on track for its best quarterly performance since 2009. Is this the start of a bigger European rebound? Plus, tech layoffs expected to accelerate into year-end leaving a new reality for investors to navigate. And, the CEO of Southwest on his company’s dividend, travel demand and hiring plans. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CEOs of some of the world’s biggest companies describe the consumer as “stressed” and spending as “slowing”. What that means for the economy as we head into the holiday shopping season. Plus, Boeing’s big rally. Is the stock’s recent mover higher just the start of bigger gains? And diversifying the supply chain away from China. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The global energy crisis enters a new phase. Two energy experts on where prices go from here. Plus, Meta’s mega gains. We have the bull case and the bear case on this battleground stock. And is a Fed pivot on the horizon? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The government employment report shows a stronger labor market than anticipated, but is the economy really as strong as it seems? We look at other cracks potentially forming in the economy. Plus, Wall Street banks warning of job cuts and a shrinking bonus pool. And Elon Musk courts a lot of controversy, but some big names still praising the Tesla/Twitter CEO for his acumen and his intentions. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession or soft landing? The stock and bond markets seem to have different views. Plus, more housing pain in 2023? And the CEO of Vici Properties joins us to explain his big investment in Vegas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks rally, bond yields drop after Fed Chair Jerome Powell signals smaller rate hikes ahead. Reaction, analysis and your Powell playbook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China-related stocks and commodities are rallying today, from steel, to oil, copper and more. This despite ongoing protests in the country. But how much exposure to China is too much for investors? We’ll debate. Plus, the head of the Conference Board joins us to discuss inflation, rate hikes and the challenges they pose to growth as we head into the new year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Protests against Covid controls spread across China. We’ll look at the impact on commodities, on Apple and on American companies that do business there. Plus, a former retail industry insider says it may be time to bet against the consumer. And hunting for value in this market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The probability of a rail strike is rising and the chemicals industry could be the hardest hit. The CEO of Huntsman is here to discuss how his company is managing the looming threat. Plus, the Fed releases the minutes of its last meeting, leaving hints about the pace of future rate hikes. And has the market bottomed? A big call from a veteran market strategist. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla’s stock has been cut in half this year, trading way below the average Wall Street price target. A technician tells us where she thinks the stock goes next. Plus, money has been rotating into biotech stocks. Is the sector recession proof? And the trade on IBM as the stock hits a 52-week high. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Disney rise after the surprise ouster of CEO Bob Chapek and the return of Bob Iger. But Iger’s to-do list is long if he’s going to regain the confidence of Wall Street, shareholders, employees and Hollywood. Plus, it’s been about one year since the Nasdaq’s peak. Should you buy the laggards and sell the leaders? And the former CEO of Macy’s on whether there will be holiday cheer for the retail industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From softer than expected inflation to a stronger consumer, is the economy in better shape than many think? Plus, the CEO of Silvergate defends his crypto business as the stock sinks. And, why DraftKings shares could surge 40%. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Fed officials suggest substantial rate hikes may still be needed. Has the market fully priced in a risk of recession? Plus, will this be a holiday season for bargain hunters? And two stocks that could provide good value in this market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

October retail sales were strong across the board but Target warned of a soft holiday season. Did Target misread the consumer or is it a leading indicator of what’s to come? Plus, Strike CEO Jack Mallers on crypto’s credibility crisis. And the CEO of Advance Auto Parts on his company’s earnings miss and downbeat outlook. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market rally hinges on the flood of retail earnings reports this week. What are the key names to watch? Plus, will demand from China kickstart a new bull market for oil? And visionaries vs operators. When should a founder step aside? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are having a hard time figuring out what to do after yesterday’s huge rally. Is the Fed really going to start tapping the brakes? We’ll explore the scenarios at play. Plus, the other shoe has fallen for FTX. The company is entering bankruptcy, as CEO Sam Bankman-Fried resigns. Does this saga give crypto a permanent black eye? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.