Power Lunch
Power Lunch
CNBC
Election Day, Data Center Debate and AI Sector Fallout
42 minutes Posted Nov 3, 2026 at 8:58 pm.
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Show notes
November 3, 2026; 2pm: The Power Lunch team tracks how the midterm elections, AI data center backlash, interest rates, and affordability are shaping the markets, with insights from Mark Newman, Bill Nygren, Libby Cantrell, Andrew Yang and Barry Sternlicht. Guests argue how investors are weighing a potential AI capex slowdown against opportunities in memory stocks, value names, and broader public participation in the AI economy.