Memory stocks sit out the market rally. Puck's Matt Belloni joins the show to discuss Disney CEO Josh D'Amaro's eventful first week on the job.

And why did stablecoin stocks fall?

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CNBC’s Kelly Evans and Brian Sullivan take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists.

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Stocks jump after President Trump's Truth Social post on the Iran War. Brian Sullivan is live from CeraWeek with a number of key players in the energy industry.

And where are oil prices heading?

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