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Power Lunch

@PowerLunch

Your midday look at the top business stories with @SullyCNBC and @KellyCNBC. Weekdays at 2p ET on CNBC.

powerlunch.cnbc.com
Joined March 2009
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“Whoever comes in, there’s a chance that Jensen [Huang] is the next CEO of Nvidia.” @deepwatermgmt's @munster_gene explains why he puts the odds of Huang returning to lead Nvidia at 10%. $NVDA cnbc.com/video/2026/11/13/de…
Deepwater’s Gene Munster: Nvidia stock will likely outperform rest of AI trade in the next year

Deepwater’s Gene Munster: Nvidia stock will likely outperform rest of AI trade in the next year

Gene Munster, Deepwater Asset Management managing partner, joins 'Power Lunch' to discuss why he's betting on Nvidia.

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Is the “founder mode” era over? @WSJ’s @timkhiggins weighs in amid the controversy surrounding Jensen Huang. $NVDA cnbc.com/video/2026/11/13/wa…
Wall Street Journal's Tim Higgins on if 'founder mode' era is over

Wall Street Journal's Tim Higgins on if 'founder mode' era is over

Tim Higgins, Wall Street Journal business columnist, joins 'Power Lunch' to discuss the impact of Nvidia losing Jensen Huang.

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"The overhang from this whole saga is going to dominate the headlines for the next many months." Hightower’s @Stephanie_Link explains why Nvidia is “dead money.” $NVDA cnbc.com/video/2026/11/13/hi…
Hightower's Stephanie Link: Overhang from the Nvidia saga will dominate for many months

Hightower's Stephanie Link: Overhang from the Nvidia saga will dominate for many months

Steve Sosnick, Interactive Brokers chief strategist, and Stephanie Link, Hightower Advisers chief investment strategist and portfolio manager, to discuss Nvidia, why Link says Nvidia is dead money,...

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⚡️New Power Insider is out now⚡️ Is the data center boom really slowing down? Utility CEOs aren't seeing it. @SullyCNBC breaks down why fears may be overblown, where data center projects could move next and two utility stocks that stand to benefit. cnbc.com/2026/11/13/data-cen…
Why the data center slowdown concern is overblown. Two stocks to buy amid the fear

Why the data center slowdown concern is overblown. Two stocks to buy amid the fear

Not one utility CEO we spoke with at the EEI conference is anticipating a slowdown in electricity growth expectations.

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The average NHL team is now worth $2.71 billion, 23% more than a year ago. cnbc.com/2026/11/13/cnbcs-of…
CNBC's Official NHL Team Valuations 2026: How the 32 franchises stack up

CNBC's Official NHL Team Valuations 2026: How the 32 franchises stack up

The average NHL team is worth $2.71 billion, 23% more than a year ago.

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Nvidia scandal draws in Commerce Secretary Lutnick, who reportedly agrees to testify about China chip sales. $NVDA cnbc.com/2026/11/13/nvidia-s…
Nvidia scandal draws in Commerce Secretary Lutnick, who reportedly agrees to testify about China...

Nvidia scandal draws in Commerce Secretary Lutnick, who reportedly agrees to testify about China...

Commerce Secretary Lutnick will testify before the Senate Banking Committee following revelations about Jensen Huang's affair with an alleged Chinese spy.

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Widespread Microsoft outage continues, taking down Outlook and other 365 services. $MSFT cnbc.com/2026/11/12/microsof…
Microsoft apologizes for massive outage that took down Outlook and other 365 services

Microsoft apologizes for massive outage that took down Outlook and other 365 services

A Microsoft outage on Thursday and Friday affected users of services like Outlook, Teams and 365.

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What does Jensen Huang's exit from Nvidia mean for the markets? @SchwabResearch's @KevRGordon and @vaneck_us's @JanvanEck3 weigh in. cnbc.com/video/2026/11/12/sc…
Schwab's Kevin Gordon and VanEck Funds' Jan van Eck on Huang's resignation and the markets

Schwab's Kevin Gordon and VanEck Funds' Jan van Eck on Huang's resignation and the markets

Kevin Gordon, Schwab Center for Financial Research head of macro research and strategy, and Jan van Eck, VanEck Funds CEO, join 'Power Lunch' to discuss what Jensen Huang's departure from Nvidia...

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Former Nvidia CEO Jensen Huang reportedly had a relationship with a second employee. @seemamody has the details. $NVDA cnbc.com/video/2026/11/12/fo…
Former Nvidia CEO Huang had relationship with second employee: Reuters

Former Nvidia CEO Huang had relationship with second employee: Reuters

CNBC's Seema Mody discusses new Reuters reporting that former Nvidia CEO Jensen Huang had a relationship with a second employee.

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Follow live updates here: cnbc.com/2026/11/12/nvidia-j…
Nvidia live updates: Jensen Huang had ‘intimate relationship’ with second employee, Reuters reports

Nvidia live updates: Jensen Huang had ‘intimate relationship’ with second employee, Reuters reports

Nvidia CFO Colette Kress has been named interim CEO during the search for Huang’s replacement.

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"Tech as a whole is an absolute screaming buy," says @DeutscheBank's Bankim Chadha. cnbc.com/video/2026/11/12/li…
'Like a star quarterback going down': Bespoke Investment's on Huang's resignation

'Like a star quarterback going down': Bespoke Investment's on Huang's resignation

Binky Chadha, chief U.S. equity strategist at Deutsche Bank, and Paul Hickey, Bespoke Investment Group co-founder join 'Power Lunch' to discuss Nvidia's importance to the markets.

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Power Lunch retweeted
Brian Sullivan (@SullyCNBC) profile picture
Brian Sullivan
@SullyCNBCNov 12
Nvidia's board is a mystery (at least to me). But whoever they are, the pressure is now on. They are going to cost shareholders even more money but not being decisive right now. Strong governance matters.
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I’m joining @SullyCNBC on @PowerLunch today- judging by Nvidia’s stock moves, there’s some buyers. Are you one?
Power Lunch (@PowerLunch) profile picturePower Lunch
@PowerLunchNov 12
POWER POLL: Are you buying the Nvidia dip?
56%Yes
44%No
463 votes • Final results
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POWER POLL: Are you buying the Nvidia dip?
56%Yes
44%No
463 votes • Final results
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Jensen Huang is stepping down as CEO of Nvidia. $NVDA Follow live updates here: cnbc.com/2026/11/12/nvidia-j…
Nvidia live updates: Jensen Huang had ‘intimate relationship’ with second employee, Reuters reports

Nvidia live updates: Jensen Huang had ‘intimate relationship’ with second employee, Reuters reports

Nvidia CFO Colette Kress has been named interim CEO during the search for Huang’s replacement.

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Power Lunch retweeted
Brian Sullivan (@SullyCNBC) profile picture
Brian Sullivan
@SullyCNBCNov 12
Including the drop right now, Nvidia has now lost $2 TRILLION in investor value in a month. $NVDA's market cap loss is larger than all of Meta, six of Intel or three combined ExxonMobils Expensive stuff.
Image from Brian Sullivan (@SullyCNBC)
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CNBC (@CNBC) profile picture
CNBC
@CNBCNov 11
Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks further cnbc.com/2026/11/11/nvidia-j…
Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks further

Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks further

The report comes days after Huang admitted to an affair with a woman who is believed by U.S. intelligence of being a Chinese spy.

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Power Lunch retweeted
Brian Sullivan (@SullyCNBC) profile picture
Brian Sullivan
@SullyCNBCNov 11
Critical on the grou .. er, on the water … intel.
Power Lunch (@PowerLunch) profile picturePower Lunch
@PowerLunchNov 11
“It’s a daily risk assessment.” International Seaways CEO Lois Zabrocky explains why her company’s tankers aren’t traversing the Strait of Hormuz yet. $INSW cnbc.com/video/2026/11/11/in…
International Seaways CEO on geopolitical risks, avoiding Hormuz Strait

International Seaways CEO on geopolitical risks, avoiding Hormuz Strait

Lois Zabrocky, International Seaways president and CEO, joins 'Power Lunch' to discuss the Hormuz Strait and why International Seaways ships aren't traversing the strait.

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Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks. $NVDA cnbc.com/2026/11/11/nvidia-j…
Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks

Nvidia prepares to oust Jensen Huang, WSJ reports — stock sinks

The report comes days after Huang admitted to an affair with a woman who is believed by U.S. intelligence of being a Chinese spy.

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“It’s a daily risk assessment.” International Seaways CEO Lois Zabrocky explains why her company’s tankers aren’t traversing the Strait of Hormuz yet. $INSW cnbc.com/video/2026/11/11/in…
International Seaways CEO on geopolitical risks, avoiding Hormuz Strait

International Seaways CEO on geopolitical risks, avoiding Hormuz Strait

Lois Zabrocky, International Seaways president and CEO, joins 'Power Lunch' to discuss the Hormuz Strait and why International Seaways ships aren't traversing the strait.

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