The odds of a July rate hike plunged following weaker-than-expected inflation data. @yardeni shares his view on the economy and the market:
cnbc.com/video/2026/07/…
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Power Lunch
19K posts
Power Lunch
@PowerLunch
Your midday look at the top business stories with @SullyCNBC and @KellyCNBC. Weekdays at 2p ET on CNBC.
Katılım Mart 2009
57 Takip Edilen61.3K Takipçiler
"It's a better value than it was yesterday," says @jeffkilburg on $IBM. "There's an opportunity here to buy."
cnbc.com/video/2026/07/…
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IBM shares plunge premarket after the company saw weakness in the software and infrastructure business. $IBM
cnbc.com/2026/07/14/ibm…
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Federal Reserve Governor Christopher Waller expressed concern about inflation but cautioned against “fighting the last war,” saying the central bank should wait for more data before raising interest rates.
cnbc.com/2026/07/13/wal…
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"The modern data center can run on no water consumption," says @Vertiv CEO Giordano Albertazzi on how closed-loop cooling is reshaping AI data centers.
cnbc.com/video/2026/07/…
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⚡️Stay plugged in⚡️
Sign up for @SullyCNBC's weekly intelligence piece straight to your inbox:
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"I think this is brinkmanship, posturing," says @Bob_McNally on Pres. Trump proposing a 20% Strait of Hormuz toll. "Take him seriously, but not literally."
cnbc.com/video/2026/07/…
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Apple is suing OpenAI for alleged trade secret theft. TD Cowen's Paul Gallant breaks down why he thinks Apple's case is strong: $AAPL
cnbc.com/video/2026/07/…
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President Trump said the U.S. will impose fees in the Strait of Hormuz “at the rate of 20% on all cargo shipped.”
cnbc.com/2026/07/13/tru…
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Power Lunch retweetledi
20% of a ship cargo is far more than the profit margin. Won't happen.
If its 'just' 20% on the price of oil, it's a nearly $15/barrel 'toll'
Both are non-starters for most shippers.
Hoping to get more clarity on that 20% number for @CNBC as soon as we know more.
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POWER POLL: Will Tesla and SpaceX merge over the next 12 months?
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"Personally, it's tough for me to understand it," says MoffettNathanson’s Julie Zhu on a potential Tesla-SpaceX merger. $TSLA $SPCX
cnbc.com/video/2026/07/…
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Looking to add some small caps to your portfolio? Palisade Capital's Dan Veru shares three names that should be on your radar. $IWM
cnbc.com/video/2026/07/…
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SK Hynix opens at $170 on the Nasdaq. $SKHYV
cnbc.com/2026/07/10/sk-…
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Power Lunch retweetledi
What’s a good name for the former bitcoin-turned-AI power suppliers? The $WULF $HUT and $CIFR of the world? Top 4 go into a @PowerLunch poll
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Power Lunch retweetledi
My latest weekly @CNBC #PowerInsider energy intelligence piece is out.
This week: Our Inside Line with the CEO @USCleanPower
Plus:
One solar stock that an analyst loves right now.
What I'm reading this week
and the link to my song of the week .. this one with heritage back to the Allman Brothers.
It's only 2 months old but the support has been tremendous. It's evolving and will keep changing and getting better as weeks go on. Let me hear your thoughts on what you want to see / read / hear more or less of.
Read it and sign up today, friends.
cnb.cx/4f8ykVp
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Kevin Warsh names members of his Federal Reserve task forces, including Marc Andreessen and Doug McMillon.
cnbc.com/2026/07/09/kev…
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Can the S&P 500 hit 8,000 before year-end? Carson Group's @RyanDetrick makes the case:
cnbc.com/video/2026/07/…
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