Power Lunch 10/9/26

Power Lunch 10/9/26

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Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26

Stocks are mostly lower as new details about OpenAI’s annualized revenue spooked investors, putting the artificial intelligence trade under pressure.Brian Sullivan sits down with David Lefkowitz, UBS Head of U.S. Equities, to hear where the best opportunities are outside mega-cap ...  Show more

Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26

Stocks are falling on Wednesday as pressure continues to build in the bond market, pushing yields to their highest levels in 20 years.Brian Sullivan anchors the show and is joined on set by Cantor Fitzgerald’s Eric Johnston to lay out why he is closing out his bullish view on the ...  Show more

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More Big Tech Results… And Dissecting The Latest Pharma Moves 10/30/25
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