Power Lunch

Global Markets, AI Debt Concerns, Energy Stock Ideas 10/19/26

Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout. Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeave is set to enter its second week at 15% debt yields. Later, Rockefeller International Chairman, Ruchir Sharma, join the anchors to cover the global markets as mass protests threaten Europe’s economy and America’s debt may be a growing cause for concern. Goldman Sachs Analyst, Neil Mehta, also comes on-set to break down his latest list of energy stock ideas across the global oil industry.