Squawk on the Street

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CNBC's Squawk on the Street, 9a to 12 pm ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer Follow us on Bluesky: @squawkstreet.bsky.social

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.@Fundstrat tells Sara Eisen &amp; Bob Pisani he's bullish on small-caps in 2024. “I think people need to put a long-term lens on small-caps.”

Trian Partners founder Nelson Peltz calls into the show to tell Jim Cramer that the $DIS proxy fight is over.

Future Fund Managing Partner and $TSLA shareholder Gary Black is still bullish on Tesla: “I don’t think all the noise you’re hearing about Tesla is impacting the business, it’s obviously impacting the stock…but I don’t see people canceling their orders for Tesla.”

Jeff Bezos has once again sold $AMZN, selling over $10 billion so far this year. Robert Frank joins to discuss why the billionaire founder is shedding his stake in the company.

Post up at Post 9! 🏀 South Carolina Women's Basketball head coach dawnstaley and player Kamilla_Cardoso join Carl Quintanilla, David Faber &amp; Michael Santoli at the NYSE 🏛 to talk the game plan for women's basketball.

"I think some of the most interesting ideas are the ones that are not profitable today, but they could be profitable a year from now, two years from now." EMJCapital Founder Eric Jackson offers some themes to watch in tech outside the "Magnificent 7."

The 2024 presidential race has turned into "mega vs. MAGA," says Jim Cramer. He makes the case for why Vice President JD Vance Kamala Harris's candidacy is a net-positive for markets: benefiting Silicon Valley, globalism and American business.

.Elon Musk says we haven't seen the commercial real estate shoe drop, calling it more of an anvil. Jim Cramer, David Faber and Carl Quintanilla discuss. David: "He's not my go-to on this, sorry."

Skydance &amp; Redbird are poised to announce a takeover of Paramount, with an equity check totaling $8 billion. #FaberReport David Faber’s report here:

The cloud is on the NYSE 🏛 floor! Jim Cramer catches up with Oracle CEO Safra Catz $ORCL

Big news from Big Blue 🚨 IBM Chief Commercial Officer Rob Thomas takes us inside the company's plan to acquire Apptio, an IBM Company for $4.6B, calling it the "perfect time" to buy a platform that helps clients better manage their spending.

How is HPE thinking about the AI hype wave? CEO Antonio Neri takes us through the company's updated guidance for FY24 and says he sees a $150B total addressable market for artificial intelligence over the next three years.

After Block delivered a blowout earnings beat in Q3, CFO &amp; COO Amrita Ahuja took us through the fintech giant's upbeat outlook and cost discipline strategy: "We initiated a preliminary 2024 profit guide, which shows 40% growth off of EBITDA from this year."

Is Formula 1 driving more business for CrowdStrike? Co-Founder &amp; CEO George Kurtz joins our Sara Eisen at the Formula 1LasVegas track to discuss how sponsoring Mercedes-AMG PETRONAS F1 Team is building brand awareness and enhancing customer relations for the cybersecurity giant.

Expect the housing market to remain choppy, Zillow Group CEO Jeremy Wacksman tells Morgan Brennan and @DavidFaber. He joins to discuss the impact of Fed rates on mortgages and the state of the rental market. $Z

It's the year of efficiency for $META, and Mark Zuckerberg wants investors to know, mentioning it 41 times on the call.

The AI boom is spreading beyond Big Tech… Braze CEO Bill Magnuson joins to discuss how the customer engagement platform is leveraging the technology in a safe and responsible way to help brands grow their base.

After the FTC filed to block $MSFT's acquisition of $ATVI in federal court, David Faber breaks down the details and the timeline of what's to come for the deal in today's #FaberReport.

There's no place like home 🏠 Following an earnings beat in Q2, Taylor_Morrison CEO Sheryl Palmer says she's seeing a persistent lack of inventory as the current interest rate environment keeps consumers from wanting to sell their houses.

.@Fundstrat tells Sara Eisen & Bob Pisani he's bullish on small-caps in 2024. “I think people need to put a long-term lens on small-caps.”

Post up at Post 9! 🏀 South Carolina Women's Basketball head coach dawnstaley and player Kamilla_Cardoso join Carl Quintanilla, David Faber & Michael Santoli at the NYSE 🏛 to talk the game plan for women's basketball.

Skydance & Redbird are poised to announce a takeover of Paramount, with an equity check totaling $8 billion. #FaberReport David Faber’s report here:

After Block delivered a blowout earnings beat in Q3, CFO & COO Amrita Ahuja took us through the fintech giant's upbeat outlook and cost discipline strategy: "We initiated a preliminary 2024 profit guide, which shows 40% growth off of EBITDA from this year."

Is Formula 1 driving more business for CrowdStrike? Co-Founder & CEO George Kurtz joins our Sara Eisen at the Formula 1LasVegas track to discuss how sponsoring Mercedes-AMG PETRONAS F1 Team is building brand awareness and enhancing customer relations for the cybersecurity giant.