Power Lunch

Companies are hiking prices at a rapid pace. But once they go up, it may take a long time for them to come down. Plus, the CEO of ON Semi. He’ll explain his investment plans and how he’s navigating the slowdown in the sector. And, gas prices fall below $4 a gallon but for how long? 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 rallying, as investors cheer the lighter-than-expected inflation report. We’ll break down where prices are decelerating, and if it’s time for a new investment strategy. Plus, did July mark the bottom in housing? We’ll bring you a Power Call on the sector, and the names that could lead the group out of its slump. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What the big run-up in meme stocks says about market sentiment. Plus, the CEO of Valley Bank on whether he’s seeing signs of recession. And the high short interest stock that our trader says is a buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Senate passes a major economic bill which could have a huge impact on companies in many sectors. We look at EVs, solar and health care for potential winners. Plus Nvidia cuts its revenue guidance on weakness in gaming. We have the fallout in the chip sector. And Top Gun: Maverick passes Titanic at the box office, but there’s a catch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The jobs report blowing away Wall Street’s expectations. Renewing fears the economy could be running too hot. Former New Orleans Mayor Marc Morial weighs in. Plus, Yales’s Jeffrey Sonnenfeld says the demise of Russia’s economy could be imminent, and breaks down the biggest myths about the energy superpower. And, our Power House Road Trip comes to an end. We arrive in Los Angeles to where homes still have massive price tags. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of the big July jobs report we hear from the CEOs of Adidas and Ethan Allen about the state of the economy. There were big expectations for the summer travel season, but so far earnings from travel companies haven’t lived up to the hype. Why not? Plus, 50 days of falling gas prices. How much lower could gas prices go? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed officials warn the markets rates will be higher for longer. News from Moderna and Alnylam lifts biotech, could the sector be ready for a longer-term bounce? And a dire warning for Beyond Meat: cut costs now or face bankruptcy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China reacts harshly to Speaker Nancy Pelosi’s visit to Taiwan. We look at the market reaction. Plus Congress finally passes the CHIPS act. Will it help semiconductor manufacturers in the US? And Chesapeake Energy is up 40% this year. We’ll hear from an analyst who says the stock is still a top pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The state of the economy is crucial to every public company. But there are so many conflicting signals. We listen to what CEOs are saying, seeing what Big Tech companies reported and following the big money to find the real state of the economy. Plus, with tech valuations hit hard, could heavyweights like Microsoft, Amazon and Google be ready to go on a buying binge. And David Einhorn thinks Twitter has the upper hand in its legal battle with Elon Musk and he’s putting his money on it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The big tech stocks worth owning as the growth trade picks up momentum. Plus, why community banks could be the big beneficiaries of the Fed’s rate hike campaign. And, our Power House Road Trip goes to Boise where the hot pandemic housing market is quickly cooling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden and Treasury Secretary Janet Yellen have a message for the market: “we’re not in a recession”. Our experts tell us if Wall Street and Main Street agree. Plus, The CEO of mall REIT Kimco Realty shares his view of the economy. And, what an economic slowdown could mean for Apple. 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 hikes rates by 75-basis points to fight inflation. Stocks didn’t move much when the statement was released but when Chairman Powell also said the central bank could slow the pace of hiking at some point, stocks took off. An all-star panel of experts offered their analysis of the decision and Former Fed Governor Frederic Mishkin weighed in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What WalMart, McDonald’s and GM are saying about the consumer. A new picture is emerging on spending and demand and that’s creating new opportunities for investors. Plus, home builders are boosting incentives to sell more homes. We’ll speak to a top analyst who says they’re a buy. And the Liberty Energy CEO on his strong quarter and the demand-supply imbalance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big week for investors. From a likely rate hike to a third of the S&P reporting earnings, we have a playbook to help you navigate the deluge of data. Plus, dividends are on pace to set a record this year but are all of the payouts sustainable? And the mega cap tech name you may want to sell into earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap shares tumble after it paints a grim picture of the digital ad market. What does the future hold for the industry? And which company will come out a winner? Plus, a market veteran says the bears are making him bullish and the S&P is set to rally 14% into year end. And our Power House Road Trip heads to Austin where the once-hot market is cooling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A fresh batch of economic data points to a slowdown. CEOs are scaling back on hiring. Is it a smart management decision or an overreaction if the economy bounces back quickly? Plus, a report from Frankfurt on Germany’s power plan. And the CEO of Huntington Bancshares on loan growth and the impact of higher rates on his business. 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 rally on Wall Street gains momentum this afternoon as traders bet the market may have found a bottom. Plus, King dollar is becoming the king of all problems this earnings season. The stocks to buy as the strengthening greenback eats into profits for the major multinationals. And, why Netflix’s future could be determined by its quarterly results after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple shares fell midday on a report that it plans to slow hiring. Plus, are Boeing shares a buy? The company lands a big order from Delta. A top analyst tells us whether sentiment is starting to shift. And the CEO of Riot Blockchain on the company’s decision to shut down mining operations to support the power grid in Texas. 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 odds are rising that the Fed will hike rates by one percentage-point at its next meeting. Atlanta Fed President Raphael Bostic said everything is on the table. Plus, will oil prices spike before pulling back? And trading the strong dollar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation in America. Households are feeling it. Business owners are worried about it. A top market strategist shares her gameplan for investors. Plus, is it too risky to invest in China? And, are shares of the Gap so beaten down that they’re a buy? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A top analyst is telling investors to sell Meta and says it’s no longer a growth stock. The analyst behind the Power Call joins Kelly & Tyler. Plus, the rising risk of a full blown energy crisis in Europe. And, Elon Musk walks away from Twitter. What’s next for the stock? 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 big tech bouncing this week. Is it a sign mega cap tech is forming a bottom? Plus, the new risks the Fed needs to take into account. And our Power House Road Trip heads to Raleigh, North Carolina where sellers are cutting prices and showings are slowing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Breaking Fed news. Fed Governor Waller favors a 75-basis point hike at the July meeting and is pointing to a 50-basis point hike in September. Steve Liesman has the details. Plus, the biotech sector’s big bounce. As m&a activity heats up, is the group investible again? And, the Live Nation CEO on the strength of consumer spending. 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 released the minutes of its last meeting reaffirming its commitment to bringing down inflation. Fed members said the July meeting would likely see another 50-75 basis point move. Plus, a breakdown of the chaos in the commodity sector. And, why the retail industry is seeing deflation as others see inflation. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A volatile day on Wall Street as recession fears mount. Plus, Amazon CEO’s turbulent first year. We lay out the bull case and the bear case for the stock. And, Secretary Pete Buttigieg discusses the chaos at airports and what can be done to lessen the number of air travel cancellations and delays. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The inflation debate. It’s one of the most important issues for the market. Two guests with two different takes on whether we’ve seen the peak. Plus, a growing number of people are paying $1,000 a month for a new car. Our Power House Road Trip starts in New York City where one realtor says inventory is up and it may soon be a buyers’ market. And, Wolfgang Puck on the likelihood of $100 steak. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A tough end to the month, quarter and the first half. But will first half losses turn to second half gains? A strategy session for your money. Plus, a former airline CEO tells us which carrier he thinks will win the bidding war for Spirit and what it will take to fix the delays and cancellations. And, why one analyst says Coinbase is a buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new report is forecasting record U.S. Gulf crude exports this quarter, despite a domestic supply shortage. Why? And what does that mean for already sky high energy prices? Plus, the CEOs of Pinterest and Bed Bath & Beyond are out. What that means for the outlook for the stocks. And 3 stocks that have lost half their value this year. A market pro explains why you should buy them. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As CEOs push to get workers back into the office, Don Peebles discusses the headwinds facing commercial real estate and the best places to invest in the industry. Plus, Exxon CEO Darren Woods says the clean energy transition is to blame for high oil prices. Is he right? And, the next big test for the market: shrinking profit margins. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A two-year hiring boom on Wall St. could turn into a bust. CNBC.com’s Hugh Son reports that broad based job cuts loom at the major banks for the first time since 2019. Plus, the EQT CEO on why nat gas prices have plummeted 25% this month. And a veteran strategist says the stock market is ready to rally 10% this summer. 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.

Tesla CEO Elon Musk says Tesla’s two new factories are burning through cash. Are threats to Tesla’s growth mounting or are these typical growing pains? Plus, Suze Orman explains why I-Bonds are her top investment choice in this environment. And, signs of peak inflation? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden proposes to suspend the federal gas tax but immediate reaction on Capitol Hill was lukewarm. Plus, why some buy now, pay later delinquencies are rising. And, the trade on Altria, following reports the FDA could pull Juul off the U.S. market. 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 rallies after the S&P’s worst week in two years. But Wall Street economists are upping their recession odds. Kelly & Tyler ask a Wall Street pro how to invest in a slowing environment. Plus, a top semi analyst cuts his price targets for chip stocks across the board. And, will other consumer conglomerates follow Kellogg’s lead and split up? 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 Dow breaks 30k as recession fears deepen. James Grant talks to Kelly & Tyler about the end of easy money and what it means for the markets. Plus, a chartist explains the key levels to watch on the Dow and the ETF that’s signaling a bounce. And, stocks that perform well during a slowdown. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve hiked rates by 75-basis points. That’s the first time the central bank has done that in 28 years. We have the decision, analysis and instant market reaction. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 hours away from the Fed decision. A growing number of economists are calling for a 75-basis point hike, including JP Morgan’s Mike Feroli. Kelly & Tyler ask him to make the case. Plus, financial stocks should do well when rates rise. So why aren’t they rallying? And, mortgage rates hit 6.28%. 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 Dow on pace for its 10th weekly decline in 11 weeks. The last time that happened was back in May 1932. A long time investors explains what that means for the Fed’s meeting next week and investors. Plus, a technical look at the S&P and whether the charts signal another leg lower. And, Power Lunch’s proprietary Housing Cost Calculator looks at how prices have shifted in the past year as inflation makes its way through the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most restaurants say they’re dealing with rising prices but the CEO of Wingstop says the opposite is happening. He explains why his business is facing deflation. Plus, should the U.S. invoke the Defense Production Act to help prevent future energy shocks? The CEO of an energy company explains what Washington has to do to lower oil prices. And stocks to get you through a volatile summer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One of the Biden Administration’s most powerful energy advisors is working to lower crude prices. We’ll hear from him and find out why he thinks the private sector needs to do more. Plus, talks to reopen Ukraine’s grain ports end without a breakthrough. Are wheat prices on the verge of heading even higher? And, how big data can help you find the best travel deals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target is slashing prices as it faces an inventory glut and says margins will be squeezed. A former industry insider says Target doesn’t have a handle on things. Plus, the CEO of EQT, the largest U.S. nat gas producer, discusses what it will take to lower prices. And, trading one of the cheapest stocks in the S&P. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple makes a push to disrupt the buy-now-pay-later sector and unveils its M2 chip. What today’s announcements say about Apple’s next chapter. Plus, a trading floor with people?? The CEO of the CBOE unveils its modern-day trading floor to usher in a new era of open outcry. And our three-stock lunch trades restaurant names that Oppenheimer calls recession-resistant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good news on the job market is bad news for investors. Stocks are lower as the market attempts to balance strong economic data and the fed’s tightening campaign. Kelly & Tyler asked our market guest for his best strategy. Plus, the CEOs from two stocks beating the broader market. The CEO of Bristol Myers Squibb discusses his company’s $4b acquisition of a cancer-focused biotech and the CEO of Cigna discusses the insurance industry’s changing landscape. And, we’re trading the stocks leading the bear market bounce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft lowering its fourth quarter profit and sales forecast citing a currency drag. Which companies could be next and what does that mean for the battered tech trade? Plus, the future of Meta now that Sheryl Sandberg is ‘leaning out’. And gasoline futures hit a record midday. Kelly & Tyler ask an energy expert how much higher prices will go this summer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

JP Morgan CEO Jamie Dimon has a warning for investors. He says an economic hurricane is on the horizon. His big concerns: the Fed and the Ukraine war. Plus, a contrarian call on energy. We’ll speak to the technician who says short energy and go long the S&P. And, why tech layoffs are leading a downgrade of office REITs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.