On a busy morning full of earnings news, Carl Quintanilla, Jim Cramer and David Faber led off the show with reaction to Disney's Q3 results and the deal its ESPN unit 

struck with the NFL. In a “First on CNBC” interview, AMD CEO Lisa Su discussed the chipmaker's earnings, as well as where China, AI and data centers fit into the picture. 

A White House official told CNBC that Apple has pledged a new $100 billion investment commitment in the U.S. Also in focus: McDonald's among the earnings winners, 

Shopify President Harley Finkelstein joined the show to talk about quarterly results that sent shares of the e-commerce company soaring.

 

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