The tech sector under pressure: Carl Quintanilla, Jim Cramer and David Faber began the show with Palantir shares down sharply despite better-than-expected Q3 results and upbeat revenue guidance. Hear what CEO Alex Karp told CNBC about short sellers as Palantir shares remain among this year's best performers on the S&P 500. Pfizer and Novo Nordisk sweetened their respective offers to buy obesity drugmaker Metsera. Norway's sovereign wealth fund — the world's biggest — said it will vote against Tesla CEO Elon Musk's massive pay package that could total $1 trillion. Shopify President Harley Finkelstein joined the program to discuss the company's earnings and its outlook for the holiday quarter. Also in focus: Earnings winners and losers.

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Cramer lays out why this Wall Street darling may be undervalued. 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

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Kleenex and Tylenol under one roof: Carl Quintanilla, Jim Cramer and David Faber discussed Kimberly-Clark agreeing to acquire Kenvue for $40 billion in cash and stock. Should investors like the deal? Amazon shares hit a new record high after OpenAI struck a $38 billion infrastructure deal with AWS. Also in focus: November markets playbook, Ford auto sales rise in October despite a slide in EV demand, reaction to earnings from Warren Buffett's Berkshire Hathaway, A price target hike for Nvidia, The CEO of DuPont spin-off

Qnity joined the anchors at Post 9 on the electronics company's first trading day as an independent company.

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A mixed session as the major averages kicked off a seasonally strong month. Cantor’s Eric Johnston makes the case for a rally in stocks, bonds, and bitcoin into year-end. Meantime Mark Zandi from Moody’s on why he says the US would be in a recession if it weren’t for the AI trade. Ares CEO Michael Arougheti joins right after his earnings call to break down what drove a strong quarter for the alternative asset manager and his outlook for deals. Plus the news moving Beyond Meat and Palantir, and details behind the mega-deal between Kimberly-Clark and Kenvue.

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The second hour of CNBC’s "Squawk on the Street" with Carl Quintanilla and Sara Eisen is broadcast each weekday from the floor of the New York Stock Exchange, with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.

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Cramer thinks this smartphone giant’s stock is near a buying opportunity. 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

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Carl Quintanilla, Jim Cramer and David Faber delved into Magnificent 7 earnings that sparked a tech rally on the final trading day of October. Amazon shares surged to a new all-time high after posting a quarterly beat, fueled by the fastest cloud growth since 2022. Apple also reported better-than-expected results — and forecast strong demand for the iPhone 17 in the holiday quarter. Chevron CEO Mike Wirth joined the program to discuss the energy giant's beat on earnings despite lower oil prices. The anchors reacted to what Nvidia CEO Jensen Huang said in South Korea about the Chinese market. Also in focus: "Fed for thought" on rates, The AI trade and big tech's capex spending surge, "Faber Report" update on Warner Bros. Discovery.

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Cramer thinks this stock’s pullback presents a buying opportunity. 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

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Stocks struggled for direction in early trading as opposing forces including big tech earnings, the Fed decision, and China trade talks pulled investors in different directions. Ed Yardeni from Yardeni Research joined with his take on where markets head into year end. Former Fed Governor Randall Kroszner weighed in on the double dissent at Wednesday’s Fed meeting, and what it means for policy going forward. Roblox CEO David Baszucki joined to break down his company’s quarterly report, which sent the stock lower, and the steps the company is taking to protect younger users. Plus a preview of what to expect from Apple and Amazon, and the news sending Chipotle shares tanking.

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Jim Cramer and David Faber explored what to make of earnings from three of the Magnificent 7 mega-caps: Meta shares tumbled and Microsoft's stock fell as AI spending increases overshadowed quarterly beats — while shares of Google parent Alphabet surged on better-than-expected results, fueled by strength in the cloud. Starbucks CEO Brian Niccol joined the program to discuss his company's results and turnaround plan. Eli Lilly CEO David Ricks spoke to Jim and David about his company's earnings and what's next for its Mounjaro weight loss drug. Also in focus: The meeting between Presidents Trump and Xi, Novo Nordisk-Pfizer bidding war, Chipotle plunges, Comcast's earnings message.

Disclosure: Comcast is the parent company of NBCUniversal, which owns CNBC.

Versant would become the new parent company of CNBC upon Comcast’s planned spinoff of Versant.

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