Dan Clifton, a strategist at Strategas, argues that Elon Musk is the ultimate bond vigilante and discusses the potential market disruptions ahead. Steve Leisman, a CNBC economics reporter, sheds light on the Federal Reserve's recent actions and their ramifications. The conversation also dives into the challenges in Washington, as Congress scrambles to prevent a shutdown. Additionally, Bloom Energy's CEO shares insights on their innovative fuel cell technology, highlighting its role in powering data centers efficiently.

Dan Ives, an analyst at Wedbush Securities, supports his bullish perspective on Apple despite concerns over holiday iPhone demand. Andy Jassy, CEO of Amazon, praises strong earnings and discusses the company's AI investments driving growth. Kelly Ortberg, Boeing's CEO, addresses striking workers and presents a new contract proposal. Steve Leisman and Jan Hatsias analyze the mixed October jobs report, shedding light on labor market challenges and Federal Reserve implications, while insights into Amazon's promising future come from John Blackledge.