Could see bigger bank mergers in first half of 2026, says UBS’ Erika Najarian
Erika Najarian, UBS, joins 'Power Lunch' to talk what is ahead for the Big Banks and Financial sectors in 2026. ...
Monday, January 5, 2026
Tag: cnbc
Mizuho’s Jared Holz on why he is bullish on biotech heading into 2026
Jared Holz, Mizuho, joins 'Power Lunch' to talk how to play healthcare and biotech moving into 2026. source
TD Cowen’s Oliver Chen shares his top retail picks for 2026
Oliver Chen, TD Cowen, joins 'Power Lunch' to share his top retail stocks for 2026 source
Fundamentals are confirming the recent price advance in stocks, says CFRA’s Sam Stovall
Sam Stovall, CFRA chief investment strategist, joins 'The Exchange' to discuss the market performance into year end. source
ChatGPT’s 2025 user deep-dive
CNBC's Deirdre Bosa reports on OpenAI's year-end review feature. source
Latest Intel-Nvidia news does not change much, says Cantor Fitzgerald’s C.J. Muse
Matt Bryston, Wedbush Securities, and C.J. Muse, Cantor Fitzgerald, join 'The Exchange' to discuss the semiconductor trade. source
At least two more Fed cuts likely in 2026, says Moody’s Mark Zandi
Mark Zandi, Moody’s Analytics chief economist, joins 'Squawk on the Street' to discuss the latest employment data, what could be ...
Walmart’s upside is still very significant, says former Walmart U.S. CEO Bill Simon
Bill Simon, former Walmart U.S. CEO and Michael Baker, DA Davidson retail analyst, joins 'Squawk on the Street' to discuss ...
Labor market is setting markets up for a good 2026, says Wharton’s Jeremy Siegel
Jeremy Siegel, Wharton professor emeritus, joins 'Squawk on the Street' to discuss the latest jobs data, the Federal Reserve picture ...
Oakmark’s Bill Nygren on Salesforce: It has lagged enough for value investors like us to take a look
Bill Nygren, portfolio manager at Oakmark Funds, joins 'Squawk on the Street' to discuss how he would grade 2025, his ...
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