Sara Eisen and Carl Quintanilla kicked off the hour with a fresh read on where the Federal Reserve stands on rates - after a tough day for the markets on falling odds of a December cut - and on the heels of new, hawkish comments out of one FOMC voting member top of the hour. Market veteran Mohamed El-Erian gave his take - in addition to Apollo Chief Economist Torsten Slok. Plus: is the tech sell-off overdone - or is there more pain to come? Longtime tech bull, Wedbush's Dan Ives, joined the team with his reasons to buy here. Also in focus: the retail wrap-up - from Walmart's CEO retiring after more than a decade at the helm (including who's taking the reins and what it means for shareholders) and more on the shock end, effective immediately, to Under Armour's partnership with Stephen Curry... Squawk on the Street Disclaimer

Cramer calms fears around this home improvement stock’s recent downgrade. 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 CNBC Investing Club Disclaimer

Carl Quintanilla and Jim Cramer explored stocks extending Thursday's sell-off, sparked by AI valuation fears and worries the Fed might stand pat on interest rates in December. Hear what Cramer had to say about navigating this market and where to put your money to work. Big news out of Walmart: CEO Doug McMillon is retiring after nearly 12 years on the job and will be replaced in February by Walmart U.S. CEO John Furner. The anchors discussed McMillon's legacy, Walmart's stock price during his tenure and the future for the retail giant. Vertiv Executive Chairman and former Honeywell CEO David Cote joined the program at Post 9 to discuss the AI landscape. Also in focus: President Trump's tariff moves and the battle against inflation. Squawk on the Street Disclaimer

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a debate on the current state of inflation before jumping into the market picture with one market strategist who argues a rate cut is in the cards for December. Plus: a look at the state of modern media - through some rare exclusive comments out of Liberty Media Chairman John Malone, and later with a Disney analyst who still says the stock's a buy as it falls post-results. Also in focus: Wall Street's increasing bets on private markets... Is investor appetite really growing for shares of private companies? The CEO of Fundrise joined the team with his read from the ground on demand. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with the end of the longest government shutdown in U.S. history — 43 days — after President Trump signed into law a funding bill approved by both houses of Congress. Disney shares take a hit as a Q4 revenue miss overshadows an earnings beat. Cisco CEO Chuck Robbins joined the program to discuss how AI fueled the company's better-than-expected earnings and upbeat guidance. In a CNBC Exclusive, legendary media mogul John Malone spoke to David about the potential sale of Warner Bros. Discovery. Also in focus: Quantum computing stocks under pressure, Dow 48,000 and beyond, Sources tell David that Elon Musk's xAI raised $15 billion in its latest funding round. Squawk on the Street Disclaimer

Cramer says not to think of this tech stock as competing in a zero-sum game. 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 CNBC Investing Club Disclaimer

Fresh news out of Washington: as a potential end to the shutdown looms - and Treasury Secretary Bessent makes new comments promising relief on prices... Carl Quintanilla and Sara Eisen broke down the latest, along with a slew of breaking news just crossing at 10 out of both the Federal Reserve and the AI complex. Jefferies Chief Market Strategist David Zervos gave his take on what it all means for stocks, while the team also got a read from the ground on the airlines - and any ongoing shutdown impacts - with the CEO of Delta. Also in focus: AMD shares surging as investors get bullish on the name - hear one chip analyst's take on the double-digit move, and whether shares are still a buy here. Plus: details on Toyota's big new EV bet here in the U.S., announced just this hour.

Carl Quintanilla and Jim Cramer delved into the rebound in the AI trade, led by AMD: Shares up sharply on the company's sales forecast. Hear what Cramer said about winners and losers in the AI trade. The Dow hit a new all-time high, fueled by optimism that the House will pass a Senate bill to re-open the government and end the record-long shutdown. Also in focus: IBM's "quantum" leap, consumer and retail stock movers, President Trump to host Wall Street CEOs at a White House dinner. Squawk on the Street Disclaimer

Cramer warns this retail giant’s turnaround is real. 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 CNBC Investing Club Disclaimer

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with a fresh read on main street and the jobs market through alternatives like the NFIB Small Business Index and new ADP numbers - before checking in on the shutdown and getting market veteran Ed Yardeni's take on all the action. Also in focus: the state of the AI trade, following yesterday's big rebound - the team checked in with one AI software CEO about key risks ahead, broke down Softbank's big decision to sell its entire Nvidia stake, and got the street's take on new numbers out of AI hyperscaler Coreweave. Plus: hear from the CEO of one AI upstart that's changing the way we do medicine... starting with your doctors office.

One day after a tech sector rebound, the AI trade continues its wild ride. Carl Quintanilla, Jim Cramer and David Faber discussed CoreWeave shares down sharply despite a quarterly revenue beat. CoreWeave CEO Michael Intrator joined the program at Post 9 "First on CNBC" to talk about his company's growth strategy and the AI arms race. The anchors reacted to SoftBank selling its entire $5.8 billion stake in Nvidia. Also in focus: Senate bill passage moves the U.S. a step closer to ending the government shutdown, a Nike "Mad Dash," honoring our veterans. Squawk on the Street Disclaimer

Cramer says he still likes this Wall Street darling despite it being hurt by Sam Altman. 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 CNBC Investing Club Disclaimer

Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with the latest on the government shutdown before breaking down the market picture with stock-picker Dan Greenhaus. Plus: the AI trade making a big rebound in early trading - hear from the CEO of one company that's pivoting into the data center game (Generac) and more on the key movers to watch today. Also in focus: what new numbers out of instacart - and CNBC's proprietary NRF Retail Monitor - are saying about the consumer; whether a 50-year mortgage could really be on the horizon; and the latest on Pfizer & Moderna as their bidding war comes to a close. Squawk on the Street Disclaimer

Carl Quintanilla, Jim Cramer and David Faber discussed stocks jumping after the Senate struck a tentative bipartisan deal aimed at ending the government shutdown. The tech sector was in rally mode, rebounding after worries about AI valuations resulted in the worst week for the Nasdaq since April. Pfizer CEO Albert Bourla joined the program at Post 9 to talk about his company's deal to buy obesity drug maker Metsera for up to $10 billion — he offered some spicy commentary in the process. Also in focus: Tariffs and President Trump's $2,000 check proposal, the Disney vs. YouTube saga, what's driving health insurance stocks lower. Squawk on the Street Disclaimer

Sara Eisen and Carl Quintanilla kicked off the hour with new consumer sentiment data hitting its lowest levels in years - and key market analysis from J.P. Morgan Asset Management's Chief Global Strategist. Plus: Goldman Sachs' Chief Economist joined the team later on, with more on why he warns it's the worst jobs market he's seen in 50 years - outside of a recession. Also in focus: Citi's blockbuster Tech & Media conference underway in Pebble Beach, California... Sara sat down with Citi CEO Jane Fraser to discuss today's market - and AI bubble fears - before later diving deep into the outlook for AI with IBM CEO Arvind Krishna this hour.

Carl Quintanilla and Scott Wapner drilled down on the tech sector extending Thursday's sell-off: Big tech stocks in the AI trade adding to losses on jitters about valuations. Hundreds of flights have been canceled after the Federal Aviation Administration reduced commercial air traffic due to the government shutdown. Tesla shareholders approved CEO Elon Musk's $1 trillion pay package. Veteran analyst Gene Munster offered his take on what's ahead for Musk, the EV maker and its stock. Affirm CEO Max Levchin joined the program to discuss the "buy now, pay later" fintech's earnings that lifted the stock. Also in focus: Bitcoin and crypto weakness, travel and restaurant stock moves, President Trump acknowledges Americans "might be paying something" for tariffs. Squawk on the Street Disclaimer

Earnings season rumbling on as new data starts to show cracks in the jobs market: Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour breaking down a new report showing US companies announced the most job cuts for any October - in more than two decades... With more from one Janus Henderson Portfolio Manager who says big tech is still the place to be. Plus: Charles Schwab's CEO joined the team on the heels of a big new bet on private markets - while the CEO of Chime discussed new earnings from the fintech and what they're seeing on the consumer side. Also in focus: the fate of Elon Musk's $1T pay package getting decided today - why our autos reporter says it's likely to pass; what's driving Doordash shares to their worst day on record; and the biggest earnings movers to know in early trading.

Cramer tells investors to wait for this stock’s earnings to buy in. 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 CNBC Investing Club Disclaimer

Carl Quintanilla, Jim Cramer and David Faber led off the show with the government shutdown's impact on air travel: Transportation Secretary Sean Duffy and Federal Aviation Administration officials announced a 10% reduction in air traffic at 40 major U.S. airports, beginning Friday. The anchors reacted to Nvidia CEO Jensen Huang softening comments he made to the Financial Times about China beating the U.S. in the AI race. Shares of Arm Holdings and Qualcomm moved in opposite directions after each company posted earnings. The watch is on to see how Tesla shareholders vote on CEO Elon Musk's $1 trillion pay package at the EV maker's annual meeting. Also in focus: Big market swings for Thursday's earnings winners and losers. Squawk on the Street Disclaimer

Sara Eisen, Carl Quintanilla, and David Faber kicked off the hour with a slew of fresh data on the economic front - and more on what investors need to know as the Supreme Court kicks off Day 1 of arguments around the legality of President Trump's global tariffs... Plus: Bank of America CEO Brian Moynihan joined the team with his read on the economy, live from the company's first investor day in more than 15 years - while the CEO of Lemonade gave his take on how AI is changing the insurance business as those shares surge post-results. Also in focus: the growing bidding war between Novo Nordisk and Pfizer that could impact the future of the weightloss market... and a deep-dive on what's driving Pinterest shares to their worst day on record.