SOTS 2nd Hour: A Meta Disappointment, (Micro)Soft Results and Comcast Spins-off? 10/31/24

Carl Quintanilla, Sara Eisen and David Faber discussed the latest for stocks as markets kick off a make-or-break week: with an election, a FOMC meeting and results out of 1/5 of the S&P 500 ahead. Also in focus: regulators blocked Amazon’s nuclear power agreement with Vistra, bringing down stocks across the sector; plus: a deep dive on the new names joining the Dow 30 (Sherwin Williams & Nvidia). Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber explored what's at stake for the markets with one day to go before Election Day -- and ahead of this week's Fed decision on interest rates. The future for Chinese stimulus also in the mix. The anchors discussed Nvidia and Sherwin-Williams being added to the Dow, replacing Intel and Dow, Inc. effective Friday.  Hear what Cramer said about investing in Intel. Also in focus: Warren Buffett's Berkshire Hathaway boosts its cash hoard to $325 billion and unloads more of its stake in Apple, Tesla falls on China EV sales data, "Faber Report" on a federal regulator's rejection of a data center agreement involving Amazon -- plus the stocks taking a hit on that news.Squawk on the Street Disclaimer

Carl Quintanilla and Leslie Picker broke down the latest results out of big tech – namely Apple and Amazon. Are concerns over holiday iPhone demand overblown? Wedbush’s Dan Ives defended his bullish thesis as Apple shares underperformed. Headed in the opposite direction? Amazon – the stock gaining after at least 10 firms raised their price targets on the name following strong earnings; SOTS broke down the numbers with one analyst forecasting more gains ahead. Also in focus: A noisy October Jobs Report; Boeing’s newest labor proposal for striking workers; Financials’ October rally Squawk on the Street Disclaimer

Carl Quintanilla and Jim Cramer delivered a breakdown of quarterly results from Apple and Amazon,  plus how investors should view the post-earnings moves of both stocks. Chevron Chairman & CEO Mike Wirth joined the program to discuss what drove the energy giant's better-than-expected Q3 numbers. Also in focus: October job creation comes in at 12,000 non-farm payrolls -- well below forecasts, stocks off to a fast start in November, Boeing and union leaders reach a new tentative labor deal, Intel surges, former President Trump uses violent language to attack former Rep. Liz Cheney.Squawk on the Street Disclaimer

Jim Cramer and Jeff Marks discuss the share moves in this mega-cap tech 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

Scott Wapner, Leslie Picker, and Michael Santoli discussed more big tech results – this time out of Microsoft and Meta – and got the playbook for Apple earnings with a live read from Cupertino. Also in focus: Comcast makes headlines with a potential spin off of its cable assets; Booking Holdings’ CEO Glenn Fogel on strong consumer demand; plus the breakdown of big moves in pandemic darlings Peloton and Robinhood Squawk on the Street Disclaimer

Jim Cramer and Scott Wapner covered the bases on the "Magnificent 7" earnings front: Meta and Microsoft shares under pressure as guidance related to AI overshadowed better-than-expected profits and revenue. The anchors also discussed what to expect from Apple and Amazon earnings due out after Thursday's close of trading. David Faber called in with analysis of breaking news from Comcast: The company said it is considering spinning out its cable networks as a separate entity. Also in focus: What Starbucks' new CEO Brian Niccol told CNBC about his turnaround plan after the company's results missed Wall Street estimates, Earnings winners and losers including Uber and DoorDash, Super Micro shares continue to collapse. Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer  

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

Carl Quintanilla and David Faber began the hour by breaking down the biggest earnings movers including Alphabet, Eli Lilly and Caterpillar. The desk also hit Super Micro; shares of the stock plunged after the company’s auditor E&Y resigned. Later in the hour, Sara Eisen joined the show live from Saudi Arabia, for an exclusive interview with Bridgewater founder Ray Dalio. Squawk on the Street Disclaimer

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