Squawk on the Street

Meta and Microsoft face stock pressure as AI guidance outweighs strong profits. Anticipation builds for Apple and Amazon's upcoming earnings reports. Comcast considers spinning off its cable networks amid changing media dynamics, while Starbucks' new CEO outlines a turnaround plan after disappointing results. The discussion also highlights earnings winners and losers, notably Uber and DoorDash, alongside an exploration of autonomous partnerships affecting delivery services.

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.

Ray Dalio, the founder of Bridgewater Associates and a titan in macroeconomics, joins the discussion. He shares his insights on the evolving landscape of global markets, addressing factors like political polarization and technological advancements. The conversation also highlights Alphabet's strong earnings propelled by cloud growth and AI, alongside Super Micro's stock struggles following auditor resignation. Additionally, Dalio explores electricity demand driven by AI advancements, giving a glimpse into future investment challenges and opportunities.

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 express their disappointment in a major tech giant, specifically discussing concerns surrounding its earnings and legal troubles. They analyze how consumer hesitations impact upgrade decisions amidst AI advancements. The duo also explores how fluctuating oil prices can affect consumer stocks, particularly Amazon, and the broader market landscape. They highlight the complex relationship between fuel costs, logistics, and spending, providing insights into investment strategy risks.

Mike Santoli, CNBC senior markets commentator, shares insights into market trends. Sam Stovall discusses earnings expectations for major tech firms like Apple and the potential super cycle due to new iPhone sales. Dan Ives focuses on Apple's gradual rollout of AI features, while Phil LeBeau updates on Boeing's financial struggles and ongoing strike. Seema Modi and Stacey Raskon analyze the semiconductor industry’s ties to the upcoming election, highlighting the effects on stocks like NVIDIA.

The Nasdaq is riding a seven-week win streak as earnings season heats up. Boeing announced a massive $19 billion capital raise to address safety concerns and strikes. Trump Media's stock surged after a rally featuring Elon Musk's bold budget proposal. Oil prices have plummeted, while Delta faces legal challenges from CrowdStrike. McDonald's is back in action with the Quarter Pounder now safe to sell post-E. coli investigation. Plus, insights on Home Depot's impressive post-IPO returns add to the market buzz.