Squawk on the Street

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.

Michael Morris, an entertainment and media analyst at Guggenheim, shares insights on Netflix's rising stock and profitability despite slowing subscriber growth. Angelica Peebles discusses CVS Health's leadership shakeup and its financial outlook. Steve Kovac analyzes Apple's impressive iPhone sales in China. John Stolfes offers predictions on the S&P 500, while Logan Motoshami delves into the housing market's stagnation. Emily Wilkins highlights the significant crypto spending in Ohio's Senate race, revealing the industry's political influence.

The leadership shakeup at CVS sparks debate about its future amid rising medical costs. Netflix rides high on a subscriber surge after exceeding earnings expectations. American Express and Procter & Gamble navigate mixed quarterly results, with P&G facing hurdles in China. Meanwhile, Apple benefits from increased iPhone sales fueled by Chinese consumer trends. Insights into the semiconductor market and challenges in the automotive industry round out a dynamic discussion of shifting consumer behaviors and corporate strategies.

September retail sales spark optimism among investors, even as rising yields create caution. The discussion highlights how retail performance shapes market sentiment and its interplay with interest rates. Insights into semiconductor stocks, like ASML and Taiwan Semiconductor, reveal earnings projections surging amidst market fluctuations. Broadcom's impressive stock performance is also spotlighted, posing as a top contender nearing all-time highs. The conversation offers a rich look into financial market dynamics and investing strategies.

Joe Henricks, CEO of CSX, shares insights on the railroad industry's health and its economic implications. Alan Gould from Loop Capital Markets delves into Netflix's financial trajectory, highlighting key growth factors. Mark Klaus, CEO of Campbell Soup, discusses an innovative partnership with Harris Blitzer Sports & Entertainment that integrates their products into sports venues. The conversation touches on consumer sentiment, AI chip demand, and the evolving landscape of marketing strategies in sports.

Stocks are soaring, with the Dow and S&P 500 reaching all-time highs. Taiwan Semiconductor is shaking up the chip sector, benefiting from soaring AI demand. Anticipation builds for Netflix's upcoming quarterly results. Meanwhile, Lucid and Elevance Health see significant drops in their share prices. Discussions around Uber's possible acquisition of Expedia unveil intriguing market dynamics. The interplay of retail sales and central bank policies paints a vivid picture of the current economic landscape.

Ted Pick, CEO of Morgan Stanley, shares insights on the company's strong Q3 earnings and the shifting landscape of investment banking. Barry Bannister from Stifel discusses potential market risks and valuation concerns following recent sell-offs. Mike Laufer, co-founder of Pyrus Power, delves into a groundbreaking partnership with Google centered around small modular reactors for nuclear energy. The discussion also touches on the impact of consumer behavior and technological advancements shaping financial services amidst political and economic challenges.

The hosts dive into Morgan Stanley’s stellar earnings, revealing impressive growth in wealth management and trading. United Airlines also surprises with a big earnings beat and a share buyback announcement. Meanwhile, Amazon makes waves by investing over $500 million in nuclear energy projects. The discussion shifts to LVMH's disappointing sales in China, highlighting the struggles that luxury brands face. They also touch on rising mortgage rates and how they’re reshaping the housing market, keeping listeners engaged with insightful market dynamics!

Jim and Jeff dive into the recent dip in the semiconductor market, highlighting why they chose to invest in AMD. They discuss navigating the mixed performance of financial markets, particularly influenced by treasury yields and oil prices. Geopolitical factors, especially regarding Iran, are also analyzed. The competitive dynamics between AMD and NVIDIA are explored, revealing AMD's growth potential despite challenges faced by chip manufacturers. Tune in for strategic trading insights!