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Power Lunch: Tech Sell-Off, AI Repricing and Washington Shakeup
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Tech Sell-Off, AI Trade Fears and Amb. Tilman Fertitta
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Midterm Market Rally, Texas Data Center Fallout & Crypto Regulation
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Election Day, Data Center Debate and AI Sector Fallout
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Tech Stocks Slide as AI Capex, Apple Earnings and Oil Drop Dominate Headlines 11/2/26
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Tech Sell-Off, AI Panic and Market Rotation: Power Lunch 10/30/26
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Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans 10/29/26
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Fed Holds Rates as Warsh Weighs Inflation, AI and December Hike Odds 10/28/26
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Energy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26
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Previewing Big Tech Earnings, Anthropic IPO Announcement, Countdown to Midterms 10/26/26
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Oil Hits 5-Month High, iPhone Duo Launch, Weekend Sports Slate 10/23/26
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Tech Earnings Reaction, Q3 All-America Survey, Hormuz Chokepoint Check 10/22/26
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Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26
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Cracks in the AI Trade, Tech Earnings Preview, Surging Airfares 10/20/26
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Global Markets, AI Debt Concerns, Energy Stock Ideas 10/19/26
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Top Stock Ideas, Growing U.S. Debt, AI & The Restaurant Industry 10/16/26
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Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26
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Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26
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Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26
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Power Lunch 10/12/26
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Power Lunch 10/9/26
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Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26
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Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26
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S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26
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Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26
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Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26
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Mortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26
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First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26
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OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26
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Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26
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Power Lunch 9/25/26
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Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26
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Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26
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OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26
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Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26
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Soaring Diesel Prices, Wall of Worry, Data Center Buildout Interview 9/18/26
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Power Lunch 9/17/26
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Federal Reserve Hikes Rates for the First Time in Three Years 9/16/26
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Fed Decision Preview, Cohere CEO Interview, Clarity Act Vote 9/15/26
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Power Lunch 9/14/26
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September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26
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Thoma Bravo Founder, Treasury Bond Auction, Terawulf Exclusive 9/10/26
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Apple’s Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26
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State of the Markets, Diesel Prices at Record Highs, Regional Bank Merger 9/8/26
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Jobs Report Reaction, Diesel Prices Hit Record High, Data Center Debate 9/4/26
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Power Lunch 9/3/26
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Power Lunch 9/2/26
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Rising Global Bond Yields, New Apple CEO, Memory Trade’s Momentum 9/1/26
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Power Lunch 8/31/26
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Power Lunch 8/28/26
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Power Lunch 8/27/26
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Countdown to Nvidia Earnings, Meta Legal Settlement, Latest OpenAI Exit 8/26/26
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Key Market Tests Ahead, Brent Breaks Below $90, New OpenAI Chips 8/25/26
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Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26
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Power Lunch 8/21/26
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Treasury Yields Rebound, Crypto’s Comeback, Wall Street’s Biggest Bargains 8/20/26
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July Fed Minutes, Etched CEO Interview, Latest Ultra-Wealthy Investments 8/19/26
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AI Safety Check, Looking for Market Signals, Economic Impact of AI 8/18/26
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AI Spending Concerns, Retail Earnings on Deck, Autonomous AI Boating 8/17/26
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Power Lunch 8/14/26
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Apple’s Texas Manufacturing Site, Energy Power Picks, State of Software 8/13/26
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CPI Inflation Reaction, Sarat Sethi Weighs In, Record-Breaking Lakers Sale 8/12/26
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AI Financing Deal, Trane Technologies CEO, Planned California Pipeline 8/10/26
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Power Lunch 8/10/26
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Jobs Report Reaction, Software Surge, Back-to-School Stock Picks 8/7/26
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SpaceX Lockup Expiration, Occidental CEO Exclusive, Rise of Leveraged ETFs 8/6/26
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SpaceX Stock Slumps, Compass Datacenter CEO, Record-High Investing Playbook 8/5/26
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Markets at Record Highs, Countdown to SpaceX Earnings, OpenAI Fires Back at Apple 8/4/26
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Big Tech Rally, Bypassing the Strait of Hormuz, Strategy CEO Interview 8/3/26
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Digesting Mag 7 Earnings, Housing Market Check, Jimmie Johnson Interview 7/31/26
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Tech Earnings on Deck, Bonds Digest Fed Decision, Entergy CEO on Data Centers 7/30/26
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Power Lunch 7/29/26
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Countdown to Fed Decision, AI Trade Gets Trounced, Apple Hits $5T Market Cap 7/28/26
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Tech Earnings Preview, Top Analyst Calls, Digital Realty CEO Interview 7/27/26
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Brent Falls Back Below $100, Duke Energy CEO Interview, Insuring Ships in the Middle East 7/24/26
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Tech Stocks Tumble, Brent Back Above $100, Biotech’s Big Comeback 7/23/26
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Saudi Nuclear Deal, Tech Earnings on Deck, The State of Crypto 7/22/26
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Chipmakers Rip Higher, Interest Rate Impact on AI, Hut 8 CEO Exclusive Interview 7/21/26
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Pivotal Week for Tech, Iran War’s Impact on Energy, Small Cap Stocks with Big Returns 7/20/26
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Buying Beaten-Down Tech, Investing in Iraqi Energy, Interview with Phoenix Mayor 7/17/26
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Mega-Cap Tech Earnings Preview, Global LNG Exports, and Countdown to Netflix Earnings 7/16/26
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The State of the Markets, Latest Beige Book Report, and BlackBerry’s Bounceback 7/15/26
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Investors React to Inflation Data, IBM Shares Plunge, CleanSpark CEO Interview 7/14/26
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Monthly Treasury Statement, Latest Iran Headlines, and the State of Semiconductors 7/13/26
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SK Hynix Pops in Nasdaq Debut, Recapping the Russell Rally, Energy Market on Edge 7/10/26
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Big Tech Bounces Back, Baker Hughes CEO, & Powering the AI Revolution 7/9/26
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Latest Fed Minutes, Iran Ceasefire Uncertainty, & Kospi Enters Bear Market 7/8/26
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AI Risk Appetite, SpaceX Initiations on Wall Street, and Domestic Energy Challenges 7/7/26
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TeraWulf’s Data Center Deal, Trump Accounts Launch, and the State of Energy & Tech 7/6/26
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Reacting to June Jobs Report, Looking to Oversea Opportunities, and Testing the U.S. Power Grid 7/2/26
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Markets Mixed to Start the Second Half of 2026 7/1/26
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Semiconductors Surge in Q2, Recapping Healthcare’s Historic Run, and Checking on the Call to Flee Financials 6/30/26
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Comcast to Spin Off Media Business, Alphabet Joins the Dow 6/29/26
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AI Fears Rattle the Markets & Uncertainty Surrounding Iran Peace Deal 6/26/26
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CNBC’s “Power Lunch” Broadcasts Live from the Cboe Trading Floor in Chicago 6/25/26
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Major averages are mixed as investors look ahead to Micron earnings after the bell 6/24/26
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S&P 500 falls on global chip sell-off as the Nasdaq drops 2% 6/23/26
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S&P 500 falls as Big Tech and SpaceX struggle to start the trading week 6/22/26
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Stocks rebound from Fed sell-off ahead of extended holiday weekend 6/18/26
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Federal Reserve keeps rates unchanged in Kevin Warsh’s first FOMC Meeting as Chairman 6/17/26
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