Squawk on the Street

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.
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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.
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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.
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Patrick Moorhead of Moor Insights & Strategy joins to break down Intel's latest quarter, which is sending shares tumbling today. Then, CFTC Chairman Michael Selig joins to discuss Utah filing criminal charges against Kalshi. Plus, Twilio CEO Khozema Shipchandler breaks down their latest quarterly results.
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Intel shares plummet after the company issues weaker-than-expected fourth-quarter guidance, blaming the PC slowdown for its light forecast. Plus, investors react to Amazon’s Q3 earnings miss, with the stock trying to stay in positive territory for the year. Later, Eamon Javers joins the hour to break down the largest crypto heist ever, as Binance looks to recover from a security breach affecting more than $6 billion.
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