Stocks sell off after President Trump posted to Truth Social about the possibility of heightening tariffs on China due to its Rare Earth policy. It's all here on Power Lunch.

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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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Description: Stocks mostly keep churning higher. We discuss Nvidia's role in the AI financing ecosystem. And some stocks that Morgan Stanley thinks will surprise to the upside when they report earnings.

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