Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber led off the show with mega-tech earnings: Microsoft shares jumped on a quarterly beat while Alphabet fell sharply despite beating on the top and bottom lines. The anchors discussed how the cloud and AI made the difference in both cases. Boeing CEO Dave Calhoun joined the program to discuss his company's results - and the stock's rise in the face of a wider-than-expected Q3 loss. Also in focus: What to expect from Meta's after-the-bellresults, earnings movers including Visa and T-Mobile US, Wall Street calls on Apple, an update on the Israel-Hamas War. 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 rallying on a barrage of Q3 earnings reports: Coca-Cola, Verizon, 3M and General Electric among the companies exceeding estimates.Raytheon parent RTX surged after beating the street and announcing a $10 billion stock buyback program.RTX CEO Greg Hayes joined the program to discuss that news, along with developments surrounding the Israel-Hamas War and what they could mean for the defense contractor. Also in focus: General Motors beats but withdraws guidance due to the auto strike, what to expect from Microsoft and Alphabet when they report quarterly results after Tuesday's close of trading. 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.

Chevron and Hess CEOs discuss the $53B deal. Topics include the impact of EVs on the oil industry, Chevron's acquisition of Hess, benefits of the strategic combination, Chevron's partnership with ExxonMobil in Guyana, market conditions and outlook, Apple's challenges in China, and concerns about enterprise software companies and Bank of America's bond portfolio.

Carl Quintanilla, David Faber and Sara Eisen explored what's ahead for the markets one day afterthe 10-year note yield hit 5% for the first time since 2007 -- and Fed Chair Powell addressed the Economic Club of New York about rates and fighting inflation. Earnings also in the spotlight, including results from American Express -- while shares of Netflix extended their rally and Tesla continued to slumpfollowing the release of their results late Wednesday. Also in focus:  Novo Nordisk and Eli Lilly reportedly testing their weight loss drug shots for younger patients, PresidentBiden's $100 billion message to Congress, an update from Tel Aviv on the Israel-Hamas war.  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, David Faber and Sara Eisen led off the show with market reaction to "Big Tech" earnings.Tesla shares fell sharply on a Q3 miss as price cuts weighed on profits. A different story for Netflix: Shares surgedon news that the streaming giant added about nine million subscribers, posted a quarterly earnings beat andannounced price hikes. The anchors also explored what to expect from Thursday's remarks by Fed Chair Powell as the 10-year note yield continued its march toward 5%. Also in focus: The Israel-Hamas war, Earnings winners and losers including AT&T and American Airlines, Nestle CEO and the "Ozempic effect." 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 Dow in the midst of a three-day winning streak, Carl Quintanilla, Sara Eisen and Mike Santoli discussed market reaction to a number of earnings reports. Dow component Procter & Gamble received a liftfrom fiscal Q1 results, while Morgan Stanley and United Airlines saw their shares fall sharply despite quarterly beats. Nvidia extended its losses from Tuesday -- and responded to the White House's tighter curbs on AI chip exports to China. Citi and Morgan Stanley lowered their respective price targets on NVDA. Also in focus: Rising yields and oil prices, what to expect from Tesla and Netflix results due out after Wednesday's close of trading, President Biden visits Israel amid its war with Hamas.  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.

David Faber, Sara Eisen and Mike Santoli explored what to make of Q3 earnings beats from Bank of America and Goldman Sachs. The anchors discussed stocks falling and yields rising after September retail sales data more than doubled expectations.Nvidia and other semiconductor stocks also under pressure, after the Biden Administration announced it is tightening curbs on AI chip exports to China. At the 13D Monitor Active-Passive Investor Summit, David interviewed Starboard Value CEO Jeff Smith about the hedge fund's call for News Corp to unlock shareholder value via spinoffs. Also in focus: President Biden set to visit Israelamid its war with Hamas. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, David Faber and Sara Eisen led off the show with a look at what to expect from marketsthis week -- as earnings season ramps up and stocks move higher despite a rise in treasury yields. Pfizer also in the spotlight: The company lowered full-year guidance late Friday, citing weaker demand for itsCOVID vaccines and treatments. Why did the stock rebound? Also in focus: The Israel-Hamas war and what Treasury Secretary Yellen said about it, Charles Schwab earnings, obesity drug stocks vs. the consumer staples sector, a strong debut for Taylor Swift's concert film, David celebrates the Jets' upset of the Eagles. 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.

Larry Fink, CEO of BlackRock, joins Carl Quintanilla and Jim Cramer to discuss BlackRock's rise in profits and reaching over $9 trillion in assets under management. They also cover the big banks beating earnings estimates, the Microsoft-Activision deal closing, and the potential impact of GLP one on major corporations. Fink shares his view on long-term bonds and interest rates.

CNBC's Sara Eisen interviews Authentic Brands CEO Jamie Salter & Inter Miami CF Owner David Beckham about the partnership, Authentic’s growth, the state of retail and Beckham’s Inter Miami team. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.