Avoid adding to tech sector positions until things settle, says Bespoke’s Paul Hickey
Paul Hickey, Bespoke Investment Group co-founder, joins 'Power Lunch' to discuss the recent equity market action, why the air left ...
Thursday, February 26, 2026
Tag: Power Lunch
Crypto-linked stocks slide sharply in broad risk reversal
CNBC's MacKenzie Sigalos reports on news regarding crypto stocks. For access to live and exclusive video from CNBC subscribe to ...
Expecting the longest run of earnings growth in the energy sector: Jefferies’ Julien Dumoulin-Smith
Julien Dumoulin-Smith, Jefferies analyst, joins 'Power Lunch' to discuss how AI will impact the energy sector, if utilities are given ...
There’s more to go in capex and upside for AI, says UBS’ Alli McCartney
David Zervos, Jefferies chief market strategist, and Alli McCartney, UBS managing director, join 'Power Lunch' to discuss the historical context ...
Every increase in tech capital spend will bring a return on capital, says Needham’s Laura Martin
Laura Martin, Needham managing director, joins 'Power Lunch' to discuss the recent Amazon-OpenAI deal, the market's concentration risk and much ...
Amazon’s in-house chip strategy helps drive stock to new record on cloud beat
CNBC’s MacKenzie Sigalos reports on Amazon’s blowout quarter and CEO Andy Jassy’s push to make AWS the backbone of the ...
Humanoid robotics are racing to train with real-world video, says WSJ’s Joanna Stern
WSJ's Joanna Stern joins 'Power Lunch' to discuss Neo's new $20,000 humanoid robot. source
Amazon closes out hyperscaler earnings with focus on cloud growth and AI spend
CNBC’s MacKenzie Sigalos reports on Amazon’s third-quarter earnings as investors zero in on cloud momentum and whether heavy AI infrastructure ...
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