9AM HOUR: Stocks' Post-Midterms Rally, AMD CEO "First on CNBC", CVS CEO Exclusive on Breakup Plan 11/4/26
Squawk on the Street
- Published
- November 4, 2026
- Duration
- 45:40
- Summary source
- description
- Last updated
- Nov 4, 2026
Discusses ai, investing.
Summary
Carl Quintanilla, Jim Cramer and David Faber discussed the big rally in stocks after Tuesday night's midterm election results: Democrats flipped the House and Senate, as well as gubernatorial seats in states including Texas. The anchors explored what the changing balance of power could mean for the AI trade — as SpaceX, Tesla and neocloud names such as Co…
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Show notes
Carl Quintanilla, Jim Cramer and David Faber discussed the big rally in stocks after Tuesday night's midterm election results: Democrats flipped the House and Senate, as well as gubernatorial seats in states including Texas. The anchors explored what the changing balance of power could mean for the AI trade — as SpaceX, Tesla and neocloud names such as CoreWeave fell sharply. In a "First on CNBC" interview,AMD CEO Lisa Su spoke about everything from the chipmaker's quarterly beat to the future f
Themes
- ai
- investing