Squawk on the Street

Cramer thinks this tech stock is still hot despite RAM price pressures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: http://cnbc.com/morningtake

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We break down earnings reports from Apple and Palantir, which have both stocks falling today. Then, Morgan Stanley's Ariana Salvatore joins with what to expect from the midterm elections today and how they could impact AI policy. Plus, New York Angels Board Member Bob Peck discusses the AI trade and investing in the private markets.

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Binance Co-CEO Richard Teng joins Squawk on the Street to discuss a recent crypto hack and growing concerns about digital wallet security. Plus, Shopify President Harley Finkelstein breaks down the company’s first revenue miss since 2022 and what it signals about the e-commerce outlook. And Wall Street reacts to Apple’s latest earnings as investors assess what’s next for iPhone maker.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with Apple shares under pressure: The company warned about high memory chip costs impacting gross margins — news that overshadowed a quarterly beat. The anchors discussed what's next for the stock — and what Apple CEO John Ternus told Jim about the iPhone Duo. Palantir also moved sharply lower despite better-than-expected results and a surge in U.S. commercial revenue. Binance Co-CEO Richard Teng joined the program in his first broadcast interview since the security incident involving a $6.3 billion crypto heist. Also in focus: What Cramer is saying about buying Nvidia and the memory chip makers; Midterm elections and the markets; Earnings winners and losers; A sneak preview of Jim's "Mad Money" interview with CrowdStrike CEO George Kurtz.

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Mondelez CEO Dirk Van de Put joins to discuss the company's recent earnings beat and majority investment in Undercover Snacks. Then, we discuss what a divided Washington could mean for policy ahead of the midterm elections tomorrow. Plus, we preview what to expect from Apple earnings after the bell today.

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Midterms a key focus as investors work through updated S1 numbers from Anthropic and look ahead to another blockbuster week of earnings (with Apple & Palantir on deck) - what it all means for stocks and how to position your portfolio according to Rockefeller's Ruchir Sharma, Apple expert analyst Laura Martin, and the options market. Plus: Applied Digital CEO Wes Cummins joined the team at Post 9 with his read from the ground on the AI buildout, and the team broke down Marvell Technology's huge new deal to buy Lumentum with exclusive sound from both CEOs.

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Carl Quintanilla, Jim Cramer and David Faber kicked off a new month with the AI trade — and especially Intel — looking to rebound from Friday's big sell-off. Big M&A news in the mix: Marvell Technology agreed to acquire Lumentum in one of the biggest tech deals of all time. The CEOs of both companies joined the program to discuss why they believe the all-stock deal will create a "leader in AI connectivity." Staying on the AI front: The anchors delved into breaking news involving Anthropic's amended IPO prospectus. At Post 9, Kimberly-Clark CEO Mike Hsu discussed what's next for the company after closing its acquisition of Tylenol maker Kenvue. Also in focus: Oil prices down sharply; Apple earnings preview; October's biggest winners and losers.

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Patrick Moorhead of Moor Insights & Strategy joins to break down Intel's latest quarter, which is sending shares tumbling today. Then, CFTC Chairman Michael Selig joins to discuss Utah filing criminal charges against Kalshi. Plus, Twilio CEO Khozema Shipchandler breaks down their latest quarterly results.

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Intel shares plummet after the company issues weaker-than-expected fourth-quarter guidance, blaming the PC slowdown for its light forecast. Plus, investors react to Amazon’s Q3 earnings miss, with the stock trying to stay in positive territory for the year. Later, Eamon Javers joins the hour to break down the largest crypto heist ever, as Binance looks to recover from a security breach affecting more than $6 billion.

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Carl Quintanilla, Jim Cramer and David Faber covered Friday's tech sell-off that sent the Nasdaq down more than 2%. Intel shares plunged more than 30% on weak guidance sparked by the PC slowdown. Amazon also down sharply after posting a quarterly miss, despite strength at AWS. The anchors explored what it all means for the AI trade. Coffee, oil and diesel: Starbucks CEO Brian Niccol and Chevron CEO Mike Wirth joined the show to discuss their companies' respective quarterly results. Also in focus: The $6.3 billion Binance crypto hack; Marvell-Lumentum M&A update, the bright spots shrugging off the sell-off.

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Cramer says this industrial gas stock is a buy while the price is down. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: http://cnbc.com/morningtake

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Citi's Head of AI Research Heath Terry joins to discuss the impact of big tech earnings on the broader AI trade as Alphabet shares sink post-results. Then, Shell CEO Wael Sawan breaks down the company's latest quarter where profit nearly doubled. Plus, we speak to Thrive Holdings Partner Kareem Zaki on their acquisition of ADT for more than $7 billion in equity value.

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Alphabet shares plunge toward their worst day ever as investors question the strength of its core search business and massive AI spending plans. Plus, Wall Street reacts to earnings from Microsoft and ServiceNow. Then Ares Management CEO Michael Arougheti joins Squawk on the Street in a CNBC exclusive after the firm beats earnings expectations. And DoorDash announces a $17 billion acquisition of Instacart, raising questions about a potential antitrust battle.

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On a busy earnings Thursday, David Faber and Jim Cramer delved into results from a trio of trillion-dollar companies: Tech under pressure after Alphabet shares tumbled on a Q3 miss which included a slowdown in search advertising sales growth; Microsoft shares rose on a quarterly beat driven by cloud revenue growth; Eli Lilly CEO Dave Ricks joined the program exclusively to discuss the pharma giant rallying on better-than-expected quarterly results — which were fueled by demand for weight-loss drugs. On the M&A front: DoorDash agrees to acquire Instacart in a $17 billion deal; Marvell reportedly in talks to buy Lumentum. Also in focus: Caterpillar tumbles; ServiceNow and Fortinet plunge; Oracle's free cash flow update; Reaction to earnings from the likes of FedEx, T-Mobile and Chipotle.

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Cramer believes this energy stock is priced wrong and worth buying. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: http://cnbc.com/morningtake

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JLL CEO Christian Ulbrich joins to discuss the firm's record results and the health of the commercial real estate sector. Then, Generac CEO Aaron Jagdfeld breaks down their quarterly results as the stock has a volatile morning. Plus, D.A. Davidson's Gil Luria shares his expectations for big tech earnings.

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A critical day for Wall Street as investors await the Fed’s latest rate decision and earnings from Alphabet and Microsoft. Plus, SK Hynix surges after reporting a 630% jump in profit, fueling fresh debate over the AI trade. And Robinhood CEO Vlad Tenev joins Squawk on the Street in a first-on-CNBC interview as shares tumble following mixed earnings, with weaker crypto revenue weighing on results.

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Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI trade extending this week's rebound. The big catalyst: Shares of SK Hynix surging and lifting the chips after the South Korean company posted a blowout quarter. A different story for GE Vernova -- which erased earlier gains during the company's earnings call. The anchors also set the stage for Wednesday's Fed decision on interest rates, along with what the markets want to hear from Fed Chairman Warsh during his post-meeting news conference. Also in focus: OpenAI CEO Sam Altman's latest comments on AI security; Microsoft and Alphabet earnings preview; GE Vernova's $9 billion acquisition; Visa posts record revenue; Robinhood slides; Vertiv soars; Cramer on whether or not he would add Anthropic to his charitable trust holdings once it goes public.

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Cramer wants to buy this shipping giant’s stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: http://cnbc.com/morningtake

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Anthropic investor Pauline Yang of Altimeter Capital joins to discuss Anthropic's upcoming IPO and the tech market at large. Then, Royal Caribbean CEO Jason Liberty breaks down the latest quarter and discusses the demand outlook for travel. Plus, we speak to Hormel CEO John Ghingo in his first interview since taking the role.

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