Carl Quintanilla, Sara Eisen and David Faber discussed a big morning of earnings and economic data - from retail sales to jobless claims – plus what it all means for the consumer. Also in focus: the European Central Bank cuts rates, Taiwan Semiconductor CEO calls out ‘insane’ chip demand, and the latest from Beijing on the heels of new stimulus.

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Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail sales beat forecasts. 

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Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of consumer names (United Airlines, Adidas, LVMH) and banking stocks (Morgan Stanley, First Horizon & more) report fresh results. Also in focus: Musk’s big bet on a Trump 2nd term, a “condo crisis” in South Florida, and why Stifel is warning of a possible pullback ahead. 

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Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A similar picture for United Airlines after the company posted an earnings beat and announced it will buy back $1.5 billion worth of shares, which gave the stock a boost. The desk also hit Amazon, the latest tech company to join the nuclear energy craze. Amazon Web Services announced that it is investing over $500 million in nuclear power, including three projects from Virginia to Washington State. After the opening bells, the anchors also hit the weak results out of LVMH, which suffered slumping sales in China.

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Jim and Jeff explain why they bought the dip in 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 

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Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the earnings front as a number of big banks (Goldman Sachs, Bank of America, Citi) and healthcare names (J&J, United Health, Walgreens Boots) report fresh results. Also in focus: Apple all-time highs, Boeing shores up its balance sheet, Tesla's Optimus robot controversy

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Carl Quintanilla, Jim Cramer and David Faber hit the bank earnings off the top of the show, and broke down the results out of Goldman, Bank of America and Citigroup. All 3 of the big banks topped earnings and revenue estimates. The anchors also hit some of the other big earnings movers, including UnitedHealth and Johnson & Johnson. Before the opening bells, the desk also discussed Nvidia notching another record close, gaining on Apple’s crown as the world’s most valuable company. Another big mover unrelated to earnings results was Boeing, with the company saying it could raise as much as $25 billion in shares or debt over 3 years, in hopes to increase liquidity. 

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Carl Quintanilla, Sara Eisen and David Faber discussed the 2-year anniversary of the bull market – and whether there’s more room to run here. 

Also in focus: Day 1 for new Nike CEO Elliott Hill, Nvidia shares near record highs, and a look at one part of Wall Street using AI to get an edge.

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Carl Quintanilla, Jim Cramer and David Faber started the show by looking at bull market turning 2-years old, with the S&P up more than 60% in that time period. The biggest S&P gainers during this 2-year run include Nvidia, Super Micro and Vistra. The desk also turned to Southwest Airlines, after activist investor Elliott formally called for a special meeting, marking the activist’s first U.S. proxy fight since 2017. Elliott has an 11% stake in the carrier and is seeking the ouster of CEO Bob Jordan. Other topics in the hour included day 1 for new Nike CEO Elliott Hill, Morgan Stanley downgrading Caterpillar to ‘underweight’, and Boeing announcing plans to cut 10% of its global workforce.

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Carl Quintanilla, Jim Cramer and David Faber began the show with big banks kicking off earnings season: What to make of quarterly results from JPMorgan Chase and Wells Fargo. BlackRock Chairman & CEO Larry Fink joined the anchors at Post 9 for a wide-ranging "First on CNBC" interview -- discussing everything from the company's earnings and record assets to AI, the markets and the upcoming election. Also in focus: Tesla shares take a hit after the company's long-awaited robotaxi event Thursday night, where Elon Musk unveiled the autonomous "Cybercab." The anchors discussed Wall Street analysts’ reaction, as well as Tesla showcasing its "Optimus" robots.

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