Welcome back. Disney Channel is going dark on YouTube TV as that carriage deal expires. Our Julia Bon has more on some of the key negotiating points going into the weekend.Hey, Julia. >> Hey, that's right, Carl. YouTube TV's 10 million subscribers can't watch e ABC, ESPN, or any of Disney's 20 channels that used to be on YouTube TV.Now, Disney and YouTube have been battling about both compensation along with whether Disney's streaming apps content should be ingested into YouTube streaming platform to make i ...

An early trade for cryptofacing companies this morning. First, their strategy jumping after the company posted better than expected quarterly revenue, noting it has increased its Bitcoin holdings to 604,88 coins. And Coinbase also out with results, beating on the top and the bottom lines for the third quarter, fueled by a resurgence in retail and institutional crypto trading.>> Let's stick with earnings. Apple of course and Amazon both out with uh strong earnings after the bell yesterday capping off what wa ...

%. We're going to start with those meggaap tech earnings in Wall Street's search for winners and losers after a week of hyperscaler quarterly reports. It's been a lot, but Mackenzie Seagalis has more in today's tech check sorting it all out for us.Hi Mac. Hey Court. Amazon's now locking in gains up nearly 11% after earnings showed that it is fighting back hard to hold on to its number one spot in the cloud wars.It's the last of the hyperscaler prints. And the clearest takeaway isn't just who's spending, it' ...

AI spending of course a key focus during earnings this quarter. Apple, Apple, Meta, Alphabet all reporting a massive jump in AI spend. Total capex spend reaching 116 billion leads to plenty of bubble talk on the street as you know.But our next guest says those spending levels are in fact sustainable. Let's bring in Goldman Sachs economist Joseph Briggs to talk about it. Widely watched report that she put out a few days ago.Welcome. Good to see you. >> Great to be here.>> So you're you're sort of taking a lo ...

Welcome back. Two members of the Fed descending during this week's rate cut decision. Governor Steven Myron arguing for a half a point cut while Kansas City Fed President Jeffrey Schmidt said rates should have been left unchanged.So now we're getting some breaking news as to why Schmidt descended. CNBC senior economics reporter Steve Leeman has the news for us. Steve, >> hey, good morning David.Yeah, Kansas City Fed President Jeffrey Schmidt explaining his descent this morning, joined in separate remarks by ...

Let's start though with the results from those two tech mega caps. McKenzie Sagalas is covering Amazon stocks spike this morning. Steve Kovak has got the Apple story for us as well.McKenzie, we'll start with you on Amazon. >> Hey David. So Amazon shares are popping 12% all thanks to its cloud comeback story.AWS grew just over 20%, its fastest pace since early 2022 and beat even the most bullish Whisper numbers with 33 billion in revenue. that helped ease concerns that Amazon was slipping in the C cloud wars ...

Let's get to Jim and stop trading on >> and how to make money in any market. My book I talk about how to get individuals involved. It's really important.Uh Bill McDermott, listen. He gave you a five for one split. Well, last night we got the Netflix 10 for one.Maybe this is the beginning of a recognition that the institutions shouldn't be the only people who who are involved because even though they create no value splits, I mean, they do bring uh people in and it's terrific and I bet you're going to see a ...

Meanwhile, Dow's up about 40. We're getting Chicago PMI for that. We'll turn to Rick Santelli.Happy Friday, Rick. Happy Friday. Happy Halloween.And yes, we are getting some of the PMIs. We get confidence numbers. They don't go through the government.Chicago's October read on PMI comes in better than expected. 43.8%. We're expecting a number closer to 42 and a half.There's good and there's bad. This is the best since well, July of this year, but that's still an improvement. sequentially higher than our final ...

Chevron out with earnings this morning. Oil giant beating him on the top and bottom lines record production thanks in part to its acquisition of of HS. David, we talk about that, right.Yeah, Guyana. >> Um, and so joining us now in an exclusive CNBC interview is uh Chevron chairman and CEO Mike Worth. Mike, you know, we love having you on the show.How's things going there. >> Well, happy Halloween, Jim. And uh, look, we're we're we're doing it all.Uh, we had record production in the quarter. We had strong ca ...

Transportation Secretary Sean Duffy joins 'Squawk Box' to discuss the state of air travel, impact of the government shutdown, NASA's space mission, and more. ...