Podcast Episodes

The Tech, Crypto Slide Worsens 2/5/26

The software sell-off deepens. Alphabet stock gets punished after reporting higher capex. 

And are there areas to be rotating your portfolio into righ…

2 months, 2 weeks ago

Software Sell-Off Continues 2/4/26

AI fears rattle software stocks. Enphase Energy shares soar.  

And what should you do with some of the mega-cap tech names?

Hosted by Simplecast, an A…

2 months, 2 weeks ago

Tech leads the stock sell-off 2/3/26

Software sector slide continues on concerns around AI eating into their margins. 

Disney names its next CEO. And how is the relationship between Nvidi…

2 months, 2 weeks ago

Stocks Rally Across the Major Averages 2/2/26

Dan Niles discusses Nvidia, OpenAI and the greater tech trade. Bitcoin slips to its lowest level since April 7.

And is this year shaping up to be the …

2 months, 2 weeks ago

President Trump Makes His Pick for Fed Chair 1/30/26

President Trump chooses Kevin Warsh to succeed Jerome Powell as Fed Chair. RBC Capital Markets' Helima Croft joins the show to discuss the oil market…

2 months, 3 weeks ago

Microsoft pulls the market down 1/29/26

Software stocks continue their slide after Microsoft and ServiceNow reported on Wednesday after the bell. Morgan Stanley's Stephen Byrd joins to disc…

2 months, 3 weeks ago

Fed leaves rates unchanged 1/28/26

The FOMC votes to leave rates unchanged. Our Fed panel breaks down the decision here on Power Lunch. 

Hosted by Simplecast, an AdsWizz company. See p…

2 months, 3 weeks ago

S&P 500 approaches 7,000 1/27/26

UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial. 

And Target gets upgraded at Wolfe Research. 

Hosted by Simpleca…

2 months, 3 weeks ago

U.S. government announces it will take stake in USA Rare Earth 1/26/26

USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto…

2 months, 3 weeks ago

Previewing FOMC Meeting, Big Week of Earnings 1/23/26

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting…

2 months, 4 weeks ago