Squawk on the Street

Carl Quintanilla, Sara Eisen, and David Faber – alongside Jim Cramer at the top of the hour – broke down the latest for stocks ahead of another Fed decision on rates. The CEOs of Arm and Zillow joined the team to exclusively talk results and their outlook for 2025. Also in focus: recession odds according to CNBC’s latest Fed Survey, plus deep dives into the numbers giving Ralph Lauren and Warner Brothers shares a boost. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending gains from Wednesday's historic rally, which saw the Dow surge by more than 1,500 points – and the S&P 500 achieve its best post-election day performance ever. The anchors also reacted to chip sector earnings from Qualcomm and Arm Holdings. Also in focus: Tech CEOs congratulate President-elect Trump and prepare to deal with his upcoming administration, why BofA raised its price target on Tesla,Elon Musk features David in an X (formerly Twitter) post, quarterly results send shares of Warner Bros. Discovery, Under Armour and Zillow soaring. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss stock winners with Trump’s victory and how to play those stocks. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber broke down the massive rally in stocks following President Elect Trump’s victory. The Dow, S&P and Nasdaq all notched new record highs, with the financial sector leading the way. The desk also spoke to Wedbush analyst Dan Ives as Tesla shares also surged, as investors bet that a Trump victory would benefit major backer and Tesla CEO Elon Musk. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what to make of stocks surging to record highs, sparked by President-elect Donald Trump's election victory over Vice President Kamala Harris. The Dow soared into 1,000-point territory for its best day in two years. The anchors explored the "Trump trade" winners from Elon Musk's Tesla to the big banks. Post-election stock losers were part of the discussion. Also in focus: M&A and regulatory scenarios under a new Trump administration, More woes for Super Micro, CVS Health surges, the rally in Trump Media shares rolls on. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s finally election day – and Carl Quintanilla, Sara Eisen and David Faber are breaking down market predictions under either presidency for energy, technology, autos, and more. Also in focus: the housing affordability problem facing battleground states; why the wealthy are leaving the U.S. at record levels; and the latest as Boeing workers end their strike. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff break down the earnings beat of this chemical maker. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Election Day is finally here! Carl Quintanilla, Jim Cramer and David Faber discussed the markets bracing for results of the presidential election -- as polls show a neck and neck race between Vice President Harris and former President Trump. Cramer explains what the election outcome could mean for certain stocks. The anchors also reacted to shares of Palantir soaring on upbeat results and guidance. The company’s CEO Alex Karp cites "unrelenting AI demand." Also in focus: Dollar Tree CEO steps down, Boeing union votes to end strike, fast food and the earnings parade, remembering Home Depot co-founder Bernie Marcus.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the latest for stocks as markets kick off a make-or-break week: with an election, a FOMC meeting and results out of 1/5 of the S&P 500 ahead. Also in focus: regulators blocked Amazon’s nuclear power agreement with Vistra, bringing down stocks across the sector; plus: a deep dive on the new names joining the Dow 30 (Sherwin Williams & Nvidia). Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets with one day to go before Election Day -- and ahead of this week's Fed decision on interest rates. The future for Chinese stimulus also in the mix. The anchors discussed Nvidia and Sherwin-Williams being added to the Dow, replacing Intel and Dow, Inc. effective Friday. Hear what Cramer said about investing in Intel. Also in focus: Warren Buffett's Berkshire Hathaway boosts its cash hoard to $325 billion and unloads more of its stake in Apple, Tesla falls on China EV sales data, "Faber Report" on a federal regulator's rejection of a data center agreement involving Amazon -- plus the stocks taking a hit on that news.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Leslie Picker broke down the latest results out of big tech – namely Apple and Amazon. Are concerns over holiday iPhone demand overblown? Wedbush’s Dan Ives defended his bullish thesis as Apple shares underperformed. Headed in the opposite direction? Amazon – the stock gaining after at least 10 firms raised their price targets on the name following strong earnings; SOTS broke down the numbers with one analyst forecasting more gains ahead. Also in focus: A noisy October Jobs Report; Boeing’s newest labor proposal for striking workers; Financials’ October rally Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer delivered a breakdown of quarterly results from Apple and Amazon, plus how investors should view the post-earnings moves of both stocks. Chevron Chairman & CEO Mike Wirth joined the program to discuss what drove the energy giant's better-than-expected Q3 numbers. Also in focus: October job creation comes in at 12,000 non-farm payrolls -- well below forecasts, stocks off to a fast start in November, Boeing and union leaders reach a new tentative labor deal, Intel surges, former President Trump uses violent language to attack former Rep. Liz Cheney.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Jeff Marks discuss the share moves in this mega-cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Scott Wapner, Leslie Picker, and Michael Santoli discussed more big tech results – this time out of Microsoft and Meta – and got the playbook for Apple earnings with a live read from Cupertino. Also in focus: Comcast makes headlines with a potential spin off of its cable assets; Booking Holdings’ CEO Glenn Fogel on strong consumer demand; plus the breakdown of big moves in pandemic darlings Peloton and Robinhood Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim Cramer and Scott Wapner covered the bases on the "Magnificent 7" earnings front: Meta and Microsoft shares under pressure as guidance related to AI overshadowed better-than-expected profits and revenue. The anchors also discussed what to expect from Apple and Amazon earnings due out after Thursday's close of trading. David Faber called in with analysis of breaking news from Comcast: The company said it is considering spinning out its cable networks as a separate entity. Also in focus: What Starbucks' new CEO Brian Niccol told CNBC about his turnaround plan after the company's results missed Wall Street estimates, Earnings winners and losers including Uber and DoorDash, Super Micro shares continue to collapse. Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the earnings report from this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and David Faber began the hour by breaking down the biggest earnings movers including Alphabet, Eli Lilly and Caterpillar. The desk also hit Super Micro; shares of the stock plunged after the company’s auditor E&Y resigned. Later in the hour, Sara Eisen joined the show live from Saudi Arabia, for an exclusive interview with Bridgewater founder Ray Dalio. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed what investors should make of a slew of earnings reports: Eli Lilly shares tumbled on Q3 results that missed expectations, as sales of the company's popular diabetes and weight-loss drugs disappointed Wall Street. Alphabet up sharply on a blowout quarter, thanks to the cloud and AI. AMD CEO Lisa Su joined the program to discuss the company's Q3 results, guidance and AI strategy. Also in focus: The reason behind the 30% plunge in Super Micro shares, Caterpillar misses, Reddit soars to a record high after swinging to a surprise profit, a preview of after-the-bell earnings from Microsoft and Meta. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says buy this toolmaker’s stock after a downgrade. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Melissa Lee and David Faber discussed the latest headlines on another busy morning of results out of McDonald’s, Pfizer, Ford and more – plus, the playbook for Alphabet results after the bell today. Also in focus: a read from ground at the FII’s 8th annual conference - aka ‘Davos in the Desert’ – on the heels of a blockbuster panel from our Sara Eisen with 12 of the world’s biggest financial CEOs (Goldman’s Solomon and Citi’s Fraser among them), plus a deep dive on the sector with the street’s #1 analyst in the space. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with results from Dow components McDonald's and Pfizer. The anchors reacted to what McDonald's CEO had to say on the company’s earnings call about the E. coli outbreak. They also discussed what's ahead for Pfizer on the activist front. The U.S. election in focus as China reportedly considers issuance of $1.4 trillion in extra debt. Also in the mix: Earnings winners and losers as Ford slumps on guidance, Trump Media shares have more than tripled month-to-date, Boeing share sale raises $21 billion. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss their disappointment in this mega-cap tech stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around undecided voters and the possible impact for chip stocks; plus, a capital raise at Boeing sending shares lower. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With the Nasdaq in the midst of a seven-week win streak, Carl Quintanilla, Jim Cramer and David Faber explored what to expect as we enter the busiest week of earnings season -- including results from five of the "Magnificent 7." Boeing announced a $19 billion capital raise in wake of the jet maker's safety issues and machinists' strike. The anchors discussed shares of Trump Media extending Friday's big gains, plus reaction to former President Trump's Sunday rally at New York's Madison Square Garden -- where Elon Musk stated his case for cutting $2 trillion from the federal budget. Also in focus: Oil prices tumble, Delta sues CrowdStrike, McDonald's says it will resume selling the Quarter Pounder after its beef supply was cleared in an E. coli investigation, the staggering post-IPO returns from Home Depot. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the Nasdaq hits fresh all-time highs – and Tesla sees its best weekly performance since 2013. CEO Elon Musk making headlines after the stock move boosted his wealth by billions – but a new Journal report detailing the billionaire’s close relationship with Russian President Putin also a key focus for investors this morning. Sara and David broke down the road ahead for Tapestry and Capri, after their retail mega-merger was blocked by a federal judge. Plus: CNBC’s latest read on the election, from how consumers are feeling about the economics of a Trump or Harris presidency, to a fresh read from the ground in the battleground of Kenosha, Wisconsin. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed Tesla coming off its biggest one-day gain in more than a decade -- boosting CEO Elon Musk's position as the world's wealthiest person. What's next for the stock? The anchors also reacted to The Wall Street Journal reporting Musk has been in regular contact with Russian President Vladimir Putin since late 2022. Also in focus: Capri Holdings shares plummet after a federal judge blocks the company’s planned merger with Coach parent Tapestry, Apple hit with a rare Wall Street downgrade to "underweight," Alphabet's driverless car unit Waymo closes a $5.6 billion funding round, Cramer's take on investing in Intel.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the latest out of names like Tesla, UPS, IBM and more on the heels of another busy morning for earnings. Plus – a look at the growing trend of so-called “election uncertainty” and how it’s impacting consumers and industries across the U.S.; an exclusive with the CEO of ServiceNow as they bet big on GenAI; the results of CNBC’s All-America Survey; and the latest from the airlines after activist news at Southwest and more negative headlines for Boeing.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber led off the show with a unique focus on energy, featuring Jim in the Gulf of Mexico on Chevron's "Anchor" platform. The company's CEO Mike Wirth made a cameo appearance ahead of Cramer's interview with him Thursday night on "Mad Money." The anchors engaged in a wide-ranging discussion about Tesla shares surging on Q3 results and CEO Elon Musk's vehicle sales forecast. Southwest Airlines CEO Bob Jordan joined the program exclusively. He discussed the company's agreement with activist investor Elliott to add six directors to the carrier's board. Also in focus: Boeing's machinists union votes to reject the jet maker's latest contract offer, earnings winners and losers. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the rough earnings estimates for this food retail stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber began the hour with an exclusive interview with Coca-Cola CEO James Quincey, where they discussed the company’s quarterly results, the state of the consumer and how the 2024 election will impact prices. Staying with the consumer space, the desk broke down the prelim results out of Starbucks and the E. coli outbreak linked to McDonald’s. Also in the mix: The anchors highlighted Boeing’s latest quarter, with new CEO Kelly Ortberg saying the company is setting its sights on a ‘leaner’ future following a quarterly loss of more than $6 billion.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed big stories on the food front: McDonald's shares down sharply after the CDC linked an E. coli outbreak to the company's Quarter Pounder hamburgers. Starbuck shares also under pressure after the coffee chain suspended guidance for fiscal 2025 and announced preliminary Q4 results that disappointed Wall Street. Boeing CEO Kelly Ortberg joined the program to talk about his turnaround plans for the jet maker -- after it posted a $6 billion loss in Q3, ahead of Wednesday's key union workers' vote on a wage deal that could end a weeks-long strike. Also in focus: Earnings from the likes of AT&T and Coca-Cola, Arm to cancel Qualcomm's chip design license, Jim tees up something special he has in store for Thursday. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as the street gets report cards out of key names like General Motors, GE Aerospace, Verizon, 3M and more. Also in focus: Nike’s NBA deal, why Starboard’s Jeff Smith is taking on Pfizer, and Big Tech’s growing bets on nuclear energy. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss Danaher beating Wall Street estimates for third-quarter profit and a solid start to earnings season. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber explored market reaction to a slew of earnings reports, including results from Verizon, 3M, GE Aerospace and General Motors.In a CNBC Exclusive, David interviewed Starboard Value CEO Jeff Smith at the 13D Monitor Active-Passive Investor Summit. They discussed the activist investor's push for changes at Pfizer and Kenvue. With Election Day just two weeks away, The anchors reacted to what legendary investor Paul Tudor Jones andBlackRock CEO Larry Fink are saying about the race for the White House. Also in focus: Apple-Nvidia market cap battle. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Leslie Picker and David Faber discussed the market rally alongside Goldman’s new call for slowing growth on the S&P – plus a slew of activist news at Southwest and consumer goods giant Kenvue. Also in focus: Disney’s succession news, a potential labor deal at Boeing, and a deep dive into one swing state county less than 2 weeks from the election. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed the markets' record run and six-week win streak as earnings season heats up: Results from the likes of Tesla, Coca-Cola, Verizon and General Motors due out this week. Shares of Boeing jumped after the jet maker and its machinists union reached a tentative agreement that could end a five-week strike. Lots of activism investor developments surrounding Johnson & Johnson spin-off Kenvue, Southwest and CVS Health. Also in focus: Former Morgan Stanley CEO James Gorman to replace Mark Parker as Disney's Chairman in January, all things Apple -- from street analyst calls to what CEO Tim Cook told The Wall Street Journal about Apple Intelligence. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss the positive news around this mega-cap stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Sara Eisen discussed another morning of big earnings from Netflix, CVS and more. Also in focus: Apple iPhone demand in China, crypto’s impact on one swing-state race, and Oppenheimer’s top sectors to buy on here. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with CVS Health shares tumbling after the company replaced CEO Karen Lynch with long-time executive David Joyner – and cut guidance in wake of rising medical costs. The anchors also discussed Netflix shares surging on better-than-expected third-quarter results and the addition of 5.1 million subscribers. Also in focus: Market reaction to results from American Express and Procter & Gamble, Apple jumps on a bullish report about iPhone 16 sales in China, AWS CEO’s message to employees who don’t want to return to the office, "Not a great company" -- find out which one Cramer is talking about. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff discuss September’s retail sales and the moves in the semiconductor space. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed a big morning of earnings and economic data - from retail sales to jobless claims – plus what it all means for the consumer. Also in focus: the European Central Bank cuts rates, Taiwan Semiconductor CEO calls out ‘insane’ chip demand, and the latest from Beijing on the heels of new stimulus.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail sales beat forecasts. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of consumer names (United Airlines, Adidas, LVMH) and banking stocks (Morgan Stanley, First Horizon & more) report fresh results. Also in focus: Musk’s big bet on a Trump 2nd term, a “condo crisis” in South Florida, and why Stifel is warning of a possible pullback ahead. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A similar picture for United Airlines after the company posted an earnings beat and announced it will buy back $1.5 billion worth of shares, which gave the stock a boost. The desk also hit Amazon, the latest tech company to join the nuclear energy craze. Amazon Web Services announced that it is investing over $500 million in nuclear power, including three projects from Virginia to Washington State. After the opening bells, the anchors also hit the weak results out of LVMH, which suffered slumping sales in China. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jim and Jeff explain why they bought the dip in this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of big banks (Goldman Sachs, Bank of America, Citi) and healthcare names (J&J, United Health, Walgreens Boots) report fresh results. Also in focus: Apple all-time highs, Boeing shores up its balance sheet, Tesla's Optimus robot controversy Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber hit the bank earnings off the top of the show, and broke down the results out of Goldman, Bank of America and Citigroup. All 3 of the big banks topped earnings and revenue estimates. The anchors also hit some of the other big earnings movers, including UnitedHealth and Johnson & Johnson. Before the opening bells, the desk also discussed Nvidia notching another record close, gaining on Apple’s crown as the world’s most valuable company. Another big mover unrelated to earnings results was Boeing, with the company saying it could raise as much as $25 billion in shares or debt over 3 years, in hopes to increase liquidity. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Sara Eisen and David Faber discussed the 2-year anniversary of the bull market – and whether there’s more room to run here. Also in focus: Day 1 for new Nike CEO Elliott Hill, Nvidia shares near record highs, and a look at one part of Wall Street using AI to get an edge. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber started the show by looking at bull market turning 2-years old, with the S&P up more than 60% in that time period. The biggest S&P gainers during this 2-year run include Nvidia, Super Micro and Vistra. The desk also turned to Southwest Airlines, after activist investor Elliott formally called for a special meeting, marking the activist’s first U.S. proxy fight since 2017. Elliott has an 11% stake in the carrier and is seeking the ouster of CEO Bob Jordan. Other topics in the hour included day 1 for new Nike CEO Elliott Hill, Morgan Stanley downgrading Caterpillar to ‘underweight’, and Boeing announcing plans to cut 10% of its global workforce.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: What to make of quarterly results from JPMorgan Chase and Wells Fargo. BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for a wide-ranging "First on CNBC" interview -- discussing everything from the company's earnings and record assets to AI, the markets and the upcoming election. Also in focus: Tesla shares take a hit after the company's long-awaited robotaxi event Thursday night, where Elon Musk unveiled the autonomous "Cybercab." The anchors discussed Wall Street analysts’ reaction, as well as Tesla showcasing its "Optimus" robots. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.