10AM Hour: Stocks Rip on Back of Democratic Midterm Victories, Orlando Bravo on Election and Tech, AMD CEO on Data Center Demand 11/4/26

We break down the impact of the midterm elections on tech, banks and the health care space. Then, Circle CEO Jeremy Allaire joins us to discuss the company's latest earnings, the impact of the recent Binance heist and more. Plus, we break down why CVS is splitting into two separate companies.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.

Stocks surge after a dramatic overnight reversal following Democrats’ decisive midterm election victory. Thoma Bravo founder Orlando Bravo joins Squawk on the Street to discuss what the shift in power means for the tech trade, while one policy expert warns the election results could bring a return to market volatility rather than a clearing event. Plus, we examine the implications for healthcare and financial stocks, and AMD CEO Lisa Su weighs in on the demand outlook following major Democratic wins in Texas. A key state for data centers.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 big rally in stocks after Tuesday night's midterm election results: Democrats flipped the House and Senate, as well as gubernatorial seats in states including Texas. The anchors explored what the changing balance of power could mean for the AI trade — as SpaceX, Tesla and neocloud names such as CoreWeave fell sharply. In a "First on CNBC" interview, AMD CEO Lisa Su spoke about everything from the chipmaker's quarterly beat to the future for AI in light of the Dems' victory in the midterms. CVS Health Chairman & CEO David Joyner joined the program exclusively at Post 9 to talk about the healthcare giant's plan to split into two publicly-traded companies. Also in focus: Elon Musk's X post on the midterms; Reaction to earnings from the likes of McDonald's and Uber.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 thinks this tech stock is still hot despite RAM price pressures. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market’s biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up 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.

We break down earnings reports from Apple and Palantir, which have both stocks falling today. Then, Morgan Stanley's Ariana Salvatore joins with what to expect from the midterm elections today and how they could impact AI policy. Plus, New York Angels Board Member Bob Peck discusses the AI trade and investing in the private markets.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.

Binance Co-CEO Richard Teng joins Squawk on the Street to discuss a recent crypto hack and growing concerns about digital wallet security. Plus, Shopify President Harley Finkelstein breaks down the company’s first revenue miss since 2022 and what it signals about the e-commerce outlook. And Wall Street reacts to Apple’s latest earnings as investors assess what’s next for iPhone maker.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 Apple shares under pressure: The company warned about high memory chip costs impacting gross margins — news that overshadowed a quarterly beat. The anchors discussed what's next for the stock — and what Apple CEO John Ternus told Jim about the iPhone Duo. Palantir also moved sharply lower despite better-than-expected results and a surge in U.S. commercial revenue. Binance Co-CEO Richard Teng joined the program in his first broadcast interview since the security incident involving a $6.3 billion crypto heist. Also in focus: What Cramer is saying about buying Nvidia and the memory chip makers; Midterm elections and the markets; Earnings winners and losers;  A sneak preview of Jim's "Mad Money" interview with CrowdStrike CEO George Kurtz.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.

Mondelez CEO Dirk Van de Put joins to discuss the company's recent earnings beat and majority investment in Undercover Snacks. Then, we discuss what a divided Washington could mean for policy ahead of the midterm elections tomorrow. Plus, we preview what to expect from Apple earnings after the bell today.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.

Midterms a key focus as investors work through updated S1 numbers from Anthropic and look ahead to another blockbuster week of earnings (with Apple & Palantir on deck) - what it all means for stocks and how to position your portfolio according to Rockefeller's Ruchir Sharma, Apple expert analyst Laura Martin, and the options market. Plus: Applied Digital CEO Wes Cummins joined the team at Post 9 with his read from the ground on the AI buildout, and the team broke down Marvell Technology's huge new deal to buy Lumentum with exclusive sound from both CEOs. 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 kicked off a new month with the AI trade — and especially Intel — looking to rebound from Friday's big sell-off. Big M&A news in the mix: Marvell Technology agreed to acquire Lumentum in one of the biggest tech deals of all time. The CEOs of both companies joined the program to discuss why they believe the all-stock deal will create a "leader in AI connectivity." Staying on the AI front: The anchors delved into breaking news involving Anthropic's amended IPO prospectus. At Post 9, Kimberly-Clark CEO Mike Hsu discussed what's next for the company after closing its acquisition of Tylenol maker Kenvue. Also in focus: Oil prices down sharply; Apple earnings preview; October's biggest winners and losers.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.