good morning, a showdown in st. louis last night as donald trump and hillary clinton face off in the second general election presidential debate. our "squawk alley" is live.

welcome to "squawk alley" for a monday morning, john ford, kayla is back, great to have you back. our top story this morning, forget a town hall, more like a town brawl in st. louis last night, where nothing apparently was off limits in the second presidential debate between donald trump and hillary clinton. >> i think it's clear to anyone who heard it that it represents exactly who he is. >> if you look at bill clinton, far worse. mine are words and his was action. >> it's just awfully good that someone with the temperament of donald trump is not in charge of the law in our country. >> because you'd be in jail. >> secretary clinton -- >> there has never been anything like it, and we're going to have a special prosecutor. >> we have never in the history of our country been in a situation where an adversary, a

foreign power, is working so hard to influence the outcome of the election. they are doing it to try to influence the election for donald trump. >> she won't say the name and president obama won't say the name. but the name is there. it's radical islamic terror. tweeting happens to be a modern day form of communication. you can like it or not like it. >> a lot to get to on the debate last night. we'll begin with our own john harwood in st. louis. john? >> reporter: carl, last night's debate was raw, it was personal, it was a full contact battle of the kind that we have never seen before in a national presidential debate. sometimes that contact was high, like this exchange over the economy. >> we are back on the right track. he would send us back into recession with his tax plan. >> secretary clinton, we're moving to an audience question,

we're almost out of time. mr. trump, we're moving to an audience question. >> since 1929 -- >> mr. trump, secretary clinton, we want to get to the audience. thank you very much, both of you. >> now, other times, to use michelle obama's high-low formulation, they went low, as in this first-ever that i've ever heard suggestion by one candidate to another that they would imprison the loser of the election if they became president. take a listen. >> it's just awfully good that someone with the temperament of donald trump is not in charge of the law in our country. >> because you'd be in jail. >> secretary clinton -- >> now, who came out on top, take a look at these quick polls that were taken after the debate, and i'll give you the caveat that it sometimes takes a couple of days for the full effect of the debate to filter into the electorate, but cnn,

57% to 34%. watchers of the debate said hillary clinton won. yougov said hillary clinton won but by a narrower margin, 47 to 42, so we have a situation both sides were speaking to their base. hillary clinton tried to rally democratic coalition with a lot of women, minority voters, college-educated voters. donald trump went for his base, which is noncollege white voters and tried to get them excited after a very tough weekend when he was in free fall over that tape. both of them seem to achieve their objectives. the difference is, that hillary clinton's ahead in this race and donald trump, if he's going to be president, needs to make something happen to change that. >> john, thank you for setting us up, our john harwood in st. louis. joining us with more reaction, keith boykin and informal trump campaign adviser and cnbc contributor larry kudlow.

good morning to you. you spoke this morning, larry, on "squawk" about how you're absorbing the last 72 hours. where are you? >> well, where i am is extremely unhappy with mr. trump's vile remarks 11 years ago, and i think some of that is spilled over into this campaign. and i don't like it one bit, never have. i report it as i see it, and i don't like it. on the other hand, i think he did bottom. he was a stock that finally found the bottom. i think the hemorrhaging has stopped. he was reendorsed by his running mate mike pence. that was very much up in the air over the weekend. now, can he come back and win, i don't know. it's an uphill battle. i don't know about the early polls, but mrs. clinton definitely has the upper hand. i remain in favor of mr. trump's overall economic and tax cut plan. yes, i helped draft it, among others. i wish he would sell it better. i mean, he's got the right stuff

in there, but, you know, tax cuts are good because they put more money in your pocket, because you get more take home pay, as reagan used to say, because you had more incentives to invest and start a new business. i don't think you can tax your way to prosperity regarding mrs. clinton, but i'll just say one last thing, it's not a concession to my friend keith, it's my own personal view. i watched that thing last night, and one thing stuck out at me. i disagree with mrs. clinton's policies, i do, that's not breaking news, but she had at moments a pretty good sense of optimism. and i'm an optimistic guy. it came out, and donald, i think he maybe is an optimist in the long run, but he's so negative and we're going to heck, going to heck, and he didn't say, but we can fix this and have an optimistic, you know, reaganist message. optimists win, pessimists lose.

in 2012 barack obama was the optimist and mitt romney was the pessimist and i think that's one reason why mr. obama won, so i would just warn gop on that. optimism wins. i'm an optimist, have been many, many years, it's good, i like it. >> the differing messages coming out of each part, but the trump we saw last night was high energy. he had some good humor, and he seemed to be relatively on message, compared to his prior debate performance. does that mean he's becoming a more formidable competitor to clinton in future face-offs? >> it means that we keep judging donald trump by a lower and lower standard. the bar has gotten so pathetically low that all he has to do is not sniffle too much, and we think that he's becoming an acceptable candidate. i mean, last night what we saw was stunning. we saw a major party nominee for president of the united states dismiss allegations of sexual assault as mere locker room talk. we saw the same candidate admit

that for 20 years he did not pay federal income taxes, and we saw that same candidate threaten to jail his political opponent. we have never seen anything like this in american politics. perhaps that's a reason why foreign policy magazine today endorsed hillary clinton. its first ever endorsement of any candidate for office, and said that donald trump was the worst major party nominee of any party in u.s. history. we've never seen anything like this before. >> you know, i'm sorry, go ahead. >> i was just going to ask you, larry, we talk about market share, we talk about business. confidence is important. discipline of an executive, of the executive branch has enormous influence, whether it's has to do with regulatory power, whether it has to do with statements made to and about foreign governments. given that donald trump bragged about committing sexual assault and then said, no, he was just

lying to billy bush, called it locker room talk, which is probably an insult to athletes. sends a questionable message to young people who are in locker rooms nowadays about what's appropriate in that space. are you prepared, are you going to re-endorse him at some point, given the misgivings you had over the weekend? is there something you could hear from him at this point that would give you a different level of confidence over the sort of temperament and leader that he would be? >> well, i believe what he said in those tapes was vile. not going to defend him, in fact, i'm going to criticize him heavily. i believe some of the things he said on the campaign trail about women and other groups have been vile. i don't like it one bit. i've been in a bunch of locker rooms, i've played varsity tennis in prep school and college. i didn't say -- you might see a pretty woman and might say something nice about her, but this other stuff is beyond the

pale, so, no, i won't defend that. i will defend his tax cut plan, i believe he has a pro growth tax cut plan and regulatory plan. last night i thought he did reasonably well, maybe compared to low standards, keith has a point there. he did well on tax cuts, on health care, on energy. i think mrs. clinton is very vulnerable to all that. as i said earlier, i'd like to see him sell his prosperity programs a lot better. you know, i worked for a guy, reagan, who knew how to sell and persuade. so i'd like to see him do much more of that. i think he took a big risk attacking bill clinton and hillary. i think he threaded that needle. i think his temperament last night was pretty good, and it helped him. and unfortunately, i just say this in personal terms, you know, i don't wish ill on anybody. it's about policies, not personalities for me, but she was deflated, and you could see that. and it affected the rest of the debate. but i will say this, four weeks left, all right, i will say, as

i did this morning, i intend to vote for mr. trump, but if he continues to drop into these incredible rabbit holes, i will write in mike pence, okay, i will not vote for mrs. clinton because my disagreements with her, not personal, my disagreements on policy with her are very large. trump's campaign will live for another day. that's basically what happened last night, as i said, as a stock looking for bottom, i think he found the bottom, but that doesn't mean he's going to climb back to new all-time highs. >> you know, if you look back at history, i think it took the titanic two hours and 40 minutes before it sank into the ocean. what we're seeing here is the collapse of the trump campaign, and possibly even the republican party, if they don't jump ship. what we saw over the weekend was that most of the crew members, dozens of crew members, are abandoning ship or running for the life boats. and the people who aren't, you

know, the rudy giulianis and chris christies, i think they will share a redeemable shame for sticking by a candidate who has not only no chance of winning, but no chance of bringing any sort of respect to his campaign or to the party in the remaining 29 days. i just think it's deplorable what we're seeing right now, and i don't think it's going to get any better. >> i wouldn't write his candidacy off. we have a month. crazy year, so we can't predict the unpredictable, but i do want to pick up something that keith is implying. keith and i have known each other for a long time. i don't know what it is about the united states in 2016. but i bemoan the loss of civility between people, all right, i've known this guy, we disagree on a lot of things. that doesn't mean we sit around insulting each other on the air. the same thing as my pal austan

goolsbee and others, all right, including republicans, who we've had battles over this trump campaign. i beg for some thought about returning to civility, where we can have debates, we can have discussions without insulting, without personalizing it. i just think this is a problem in modern day american culture, it's a problem in modern day politics. can we not be civil, even when we disagree? i believe we can, and i just think that's missing from this whole story. >> one last question, i agree with you kpleecompletely, but w don't you tell this to donald trump? he's the least civil candidate i've seen in any major party nominee in my entire lifetime, and i've been following politics closely for decades. >> i'm assuming you have, larry, you have said that. >> well, i always keep my personal advice personal, but i will say this, there are no heros here. mrs. clinton is not a hero, mr. trump is not a hero, and in the

republican debate some of that stuff was incredible. i've been around a while, i've never seen anything like it. i don't think it's hopeless as keith does, but i agree she has the upper hand. i'm making a different point, the public needs some information, some education. the public needs to find a way out. the economy has underperformed, not since 1929, but since world war ii. the economy has underperformed, everybody agrees on that. the question is, what are you going to do about that? and on and on. but can we not have this as a civil discussion? that's all i'm asking. can we not show some respect for each other? you and i don't always see things the same way, but we've been friends for 20 years. >> larry, that starts by you distancing yourself from this candidate. you have to say clearly that donald trump's behavior is not the same as hillary clinton's. that's a false equivalent. we never had a candidate before that accuses his o foent of

being involved in the assassination of another president, who engages in locker room talk and dismisses it the way this guy does, and you have defended him even before this tape came out. you knew this, larry, and you continued to defend him. it's time for you, larry, as a person who i respect, to stand up and say you will not tolerate this, you will call for donald trump to suspend his campaign or at least end this behavior. >> no, i won't. >> it is bringing down his campaign and the republican party. >> all right, i hear you. >> you are a good person, you know better, larry. >> i have defended his economic plan. >> you cannot defend his behavior. >> i cannot. but i think mrs. clinton is also -- >> nowhere near equivalent. >> i think she's said some really bad things on both sides. i think there's -- it's like there's something in the water this year. i don't know what it is. i don't want to go this far. look, i do a radio show on saturdays for a couple three

hours and i prepare for it friday night, and i prepare for it saturday morning. i was pretty close to the edge. i wouldn't acknowledge that. i was pretty close to the edge. my friend mike pence, who i've known for many, many, many years refused to back trump on that, as many others, paul ryan, but i just sort of said, look, i'm going to make my criticism. i think this is worse than locker room humor. i get that. i think mrs. clinton's been pretty rough, too, she's said a lot of things she shouldn't have said, deplorables and what not. i don't want to go through that. i'm trying to find the upside to the downside. yes, i'm a tax cutting supply sider and trump is there and she is not. okay, that's not breaking news. i'm just raising the bigger point, which i agree with you. we've got to reintroduce civility and calmness and respect to each other, so we can have our policy debates, we can make america a better place, okay.

and that's all i want. just make america -- i want it back at the top. i want it to be number one. i'd go back to reagan sitting on the hill, we've had failures everywhere, but we can fix this. i've been in administration that fixed it. we just got to get that done, and i will agree with you here, sir, we're not getting it done. i agree with you. >> sounds like you're going to write in pence, i'm not saying that's what you're going to do, but sure sounds like it. >> well, you know me, today's monday. we have four more weeks to go. i hope mr. trump gets his act together, because i do agree with his economic policy. i had a hand in it, but i agree with it, i think it's pro growth, i don't think mrs. clinton's is. >> as we're speaking, politico reporting speaker ryan telling house republicans he won't defend trump and will focus the next 29 days on keeping the house. >> very important, by the way, because from about friday

afternoon through sunday afternoon, i think pence and ryan were essentially about to jump ship with catastrophic consequences. >> sounds like ryan still is. him saying he won't defend trump, not like he's been defending trump on anything up to this point, and that language about focusing on house echoes some of the rumors over the weekend about what the rnc was prepared to do. so it sounds a bit more like a warning shot than any particular new news. >> i agree with that. i think trump's performance last night, which was much better than expectations, he had good points, very good points, saved that, but your bigger point with respect to paul ryan, also an old and dear friend, they are going to focus on the down ticket. they want to keep the house and try to keep the senate. i think they have a good chance of keeping the house, i think the senate is a real tossup, so i'm being realistic here, but you're going to see that. you have a lot of senators

jumping ship, i understand that, they have races to run. the money story, i think, is going to be filtered towards the house and senate candidates, and, you know, keith, i do not want to nationalize health care. i just don't. i'd rather cut taxes than raise them. i can't help myself. you know i believe that. >> yeah, surprising thing, i agree with you on the civility point. we disagree on the policy point, but i'm not confident that donald trump completely agrees with you on the policy issues, because he's been a remarkably undisciplined policy candidate and he's talked about tax cuts and tax reductions. he's talked about raising taxes on the high income earners, at the same time he's talked about lowering taxes on high income earners and on all americans. i don't know that he's articulated consistent policy positions. and going back to john's point, seems to me the one thing that people in this building, the one thing the markets in general care about is some sort of certainty. donald trump is giving us opportunities for four years or eight years of uncertainty, and

i don't think the world is ready for that. i don't think the markets are ready for that, i don't think nato is ready for that, i don't think our allies are ready for that. i think we're looking at potential disaster if donald trump is elected president, and i think in your heart of hearts, larry, you know that, too. >> well, look, i like therapy sessions. >> we're having interventions. >> i especially like group therapy, i found it very helpful. no, i believe in my private conversations and so forth that mr. trump is a tax cutting supply sider. i believe he is for small businesses. i think he is for lower regulatory cuts across the board. i've always had some problems with him on trade. i agree about enforcement of trade deals, but i find myself much more of a free trader than he is. we'll just see. i believe he's sincere. as i said earlier, i like to see him sell his economic growth plans. i do not agree with mrs. clinton.

look, i'm just trying to tell you, you know, i call them as i see them, i've tried to do that my whole life. i'm not looking for jobs. i'm perfectly happy here at cnbc. this is a difficult moment and i'm being as honest with you all as i can. honestly. >> we thank you, larry, and you, keith, coming in and having a really good 20-minute discussion about the most important issue of the day. civil one. thank you, guys. keith boykin and larry kudlow. when we come back, we'll take a pivot here, talk about samsung and their difficult weekend with the galaxy note 7 in just a moment.

what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

samsung is reportedly suspending production of its galaxy note 7 cell phones following reports of fires in the replacement devices. the company had been in the process of issues new phones to owners following a massive recall. 1 million in the u.s. at&t, meanwhile, has stopped issuing replacements and is letting customers exchange their phones for a different device. verizon and t-mobile doing the same. let's bring in josh lipton at one market. josh, good morning. >> good morning. >> i can't think of a time we've seen anything like this. smartphones are a product on a scale unlike any other, and then a recall and then issues with the replacements from the recall. any buzz out there on the potential impact on samsung's brand? >> well, i think, john, first of all you're absolutely right, i just got off the phone with patrick morehead of more

insights and strategy, a guy you know very well. mr. morehead has been working in tech for 20, 25 years, worked at compact, worked at and, and to your point, john, patrick says this is simply unprecedented. he's never seen anything like this. yes, you see recalls of consumer electronic products, but if it really is true that the replacement turns out to be as unstable and unsafe as the original, that would be really unprecedented. and this -- let's also read to our viewers here the statement that samsung has given us to date. samsung saying, "we recognize that carrier partners have stopped sales and exchanges of the galaxy note7 in response to reports of heat damage issues, and we respect their decision. we are working diligently with authorities and third party experts and will share findings when we have completed the investigation." i think part of the problem here is that we thought we understood what the issue was, you know,

lithium batteries are like controlled explosions, they get out of control, they explode. the narrative was that there was a problem in the chemistry of those batteries, there were two suppliers, samsung and this chinese company, but that the problem had been addressed, it was understood, it was fixed, we could move on, but now, of course, for consumers, for investors watching, that narrative is in question. guys? >> apple is heading higher, perhaps in part on this news that its chief competitor is having trouble with these high end larger phones, the very same tier where apple put most of its rnd effort with the iphone 7 plus. apple stock is up 20% over the last three months now. what is the potential for google to see an opening here? it just launched the pixel phone last week. a lot of people thought that samsung had the android e ecosystem locked up. perhaps not anymore? >> yeah, i think it's a great

question, john. so when you talk about the note7, that was going to be samsung's answer to apple, because it did have these different features, so the old display, the pen, the idea being if you were going to move people from apple, maybe this was it. the question now is what do consumers do. once they power down that note7, do they stick with samsung? the s7, the s7 edge are popular devices. samsung does have a loyal base. or do those consumers decide they are going to move to other android devices? i know mr. morehead thinks maybe you see some movement to lg, to your point maybe google's pixel phone. what's it mean for apple, as well? financial analysts are trying to gauge that. i know does think the brand damage right now being done to samsung will benefit apple. the question then is for our audience, for traders, investors, how much do you think it benefits? you know, if you look at that high end, so let's say $400 and

up, that is apple's world, the share there is 55%. so if they do benefit, the benefit will be incremental, but then again, listen, smartphone wars are heated, they are intense, the competition is real. even incremental benefit would be pretty big news. guys? >> it would indeed. josh lipton, thanks. of course, we're going to continue following that story. still to come, the changing face of cybersecurity. how one $3.5 billion start-up is convincing the biggest banks and retail giants that titanium is the future of cyber defense. and coming down to the close in the uk and across europe. more "squawk alley" is next. [p] what? [p] hey gary. oh. what's with the dog-d ho i'm cry stressed trying to figure out ts mplex trade so i brought in my comfort py, warr, to help me dea isn't at right warren? well, you could get support from thinkorswim'in-a chat. it lets you chat and share your screen directly with a live person right from the app,

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getting some breaking news regarding speaker paul ryan and his take on donald trump and the republican house. let's get to eamon javers with more.

>> the republican house makers are on a conference call. paul ryan, so much attention on how he'll handle donald trump, the controversy over that lewd tape that broke out over the weekend. what we're told, nbc's peter alexander is told from a person on the call that is ongoing right now, is that paul ryan has given the signal to his fellow republicans, "you all need to do what's best for you in your district." paul ryan also signaling he won't be out there aggressively campaigning for donald trump for the rest of this campaign cycle. instead, he'll focus on those house republicans, helping them get re-elected. that is a sign, carl, that house republicans do feel some threat to their majority. democrats need 30 seats to pick up to take the house of representatives. that had been seen as a real long shot, but there are some analysts over the weekend saying maybe now with these comments and a lack of turnout potentially from republicans who are unenthused about the top of the ticket, there could be danger for down ballot

republicans. now with paul ryan saying to those republicans, you all need to do what's best for you in your district. that is a signal to them that it is pretty much every candidate for him or herself going into election day, and they will not be held accountable by the national party and party leadership if they disavow donald trump, if they campaign against him, if they denounce his comments. typically, down-ballot republicans and down-ballot members of any party are expected to endorse their top leader and to campaign for him all the way through the end of the election day. this is a signal now that leadership is saying, no, you can go ahead, do what you feel you need to do. we also have a tweet here from hillary clinton just over the past couple of seconds responding to this news about paul ryan's comments. carl, hillary clinton tweeting, "ryan is still endorsing trump." so hillary clinton trying to exploit this fracture in here of the republican leadership. back over to you. >> eamon, i'm wondering if any way you feel paul ryan has received a smoke signal or

something from reince priebus of the national committee, because just a couple weeks ago he had been talking about punishment ahead for any republican that did not support the republican nominee for president. and i'm wondering if you think that threat of punishment is gone. >> yeah, it seems to be. this language from paul ryan that we are told, nbc news is told, from somebody on the call, saying you all need to do what's best for you in your district. that is a go signal, a green light, for those republicans who felt like they needed to start denouncing donald trump or at least distancing themselves from donald trump. and the expectation that he wouldn't win and that his continued candidacy could damage their own chances of re-election, that's a signal from leadership, you're not going to face punishment from the top brass if you go ahead and do that. that is relatively rare in politics. it's happened before in national campaigns when the rank and file feel like the top of the ticket isn't going anywhere, but that's a strong signal of where republicans see themselves now just a month out from election day. >> eamon, how does it dove tail,

again, with reports over the weekend that rnc resources would be similarly directed to the down ballot? >> again, you know, it's a question of finite resources, carl. you only have so much money, so much time, so many staffers. you have to focus in areas where you think you can make a difference if the rnc has concluded it can't make a difference or need to at least put a pause on its efforts to help donald trump. that's a lot of resources they can then redirect down ballot to shore up those republicans. you look at paul ryan and the exquisitely painful political position he's in right now, if you talk about republicans losing significant seats in the house, say they keep the majority, but they lose not 30, but somewhere between one and 30 seats, depending on where that sliding scale ends up on election day, paul ryan could be dealing with a much more conservative republican conference going into the next congress than he's dealing with now, because the people who are likely to be defeated here on the republican side will be

those suburban republicans who are quote, unquote, moderates. so that could be also affecting paul ryan's long-term outlook of what he can do at the conference and whether he can continue to lead it. so a whole bunch at stake here for the speaker of the house today. >> thinking, eamon, all those times we talk about the tight rope that john boehner had to walk, that looks easy in comparison to what ryan has in front of him now. thank you, eamon. europe closed about six minutes ago. seema? >> hi, yeah, european stocks are racing their earlier losses. italy among the best performers, this after data showing italian industrial production rose unexpectedly in august by 1.7%. that's a boost and relief for the prime minister ahead of its critical december referendum. now when it pertains to banks, deutsche bank rising, investors shrugging off earlier disappointment that the german lender did not reach a settlement over the weekend with

the doj. meanwhile, "the financial times" is reporting stress test results were boosted by a special concession from the ecb, including the proceeds from selling stake in a chinese lender, even though the deal had not been done by the end of 2015, shares higher by 3%. and if you take a look at european oil stocks, getting a lift after brent hit a new high for the year, this in light of comments from vladimir putin about russia participating in an opec production cut. you can see repsol one of the big winners up by around 3%. if we switch focus to bonds, portugal on track for their best day since june. the country's finance minister expecting optimism that downgrade could be avoided later next month. lastly in the currency space, keep an eye on the turkish lira, which hit a record low. analysts say both hedge funds and pension funds are reducing their exposure to turkey in light of slowing economic growth and geopolitics. guys? >> art, thank you, seema.

our next guest counts target, visa, amazon as customers of their enterprise security software, so what is next? cofounder and ceo joins us now. good morning. >> good morning. >> i'm doing well. you're indicated you've prepared to go public within the next year and a half, perhaps filing the first paperwork as soon as the spring. you guys sold big fix, another security and device management company to ibm, so why is this time going to be different? >> so, i think our customers were really disappointed last time. i think acquisitions don't really work well for customers. they are really painful for employees a lot of the time, and i think we started this company always with the goal of taking it and becoming a really meaningful company long term. i don't think you can do that as effectively as part of an acquisition, so we charted our course from the get go to create

a big public, meaningful company, and i think we're on the road to do that. >> so, a year and a half is kind of a long time out, but we're seeing an environment right now very receptive to enterprise software companies. i believe you've got somewhere around $270 million in sales projected for this year, growth is still strong. does this environment today have any influence on your ipo plans overall? >> really not. i mean, our long-term goals have always been this. i've said it before, you know, both publicly and privately, i'd like to be running this company 20 years from now. i don't think we can do that as a private company. i think long term we have to go public, because it's the right thing to do for our employees and our customers. now, all of that said, i think a receptive market is, obviously, better than a frozen market, so i'm happy to see that. but i don't think it really defines our strategy. >> securities seem to be in the news more than ever. not only do we have the news of the yahoo! hack from quite a while ago, of course, we've got

political hacking of the dnc, of politicians' e-mails. do you feel like tanium software and others coming out are going to be really able to address this, or is this just a seat change in the balance of power, this arms race between people who are trying to hack personal information and those trying to protect it? >> so, this might be a bit of a controversial statement, but i think our industry has rlly failed our market. i think we've, as an industry, been distracting people and having them focus on advanced threat and nation states and really when you look at a lot of these attacks that are hitting our customers or the prospects to become our customers, they are really prun of the mill attacks exploiting known vulnerabilities people aren't patching, or aren't doing multifactor authentication or disc encryption. this is basic things we've been talking about for 20 years. the same reason people succeeded

the last 20 years, hygiene is not being implemented in our customers as effectively as it should be. that's exactly what tanium is designed to address. we think our customers are getting better at that and it's going to have a meaningful positive impact on the likelihood they are going to be breached, but i would encourage our customers and companies in general to go back to basics. this is not a different type of attacker. it's the same type of stuff we've been seeing for 20 years, just more of it. >> too many unforced errors on the security side. thank you, orion, from tanium. straight ahead, it wasn't just the twitter also playing a major role during last night's debate. walter isaacson will join us to discuss. that's up next. they may want the latest products and services, but they demand the best shopping experiences. they're your customers. and by blending physical with digital,

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we are getting a little more color on those comments by paul ryan. a few moments ago, let's get back to eamon javers in washington. >> that's right, i just got an e-mail from ashley strong, the spokeswoman for paul ryan. i'd asked her about some of the comments that he is said to have been making on this conference call, she sent me an on the record statement saying the speaker is going to spend the next month focused on entirely protecting the congressional majorities, regarding whether he's maintaining his endorsement of donald trump, the on the

record comment is this, there is no update in his position at this time. carl, i can tell you, that is a very tepid statement from the spokeswoman from the speaker of the house in terms of an endorsement of the presidential candidate of his own party. there is no update in his position at this time. now, separately i can tell you, i'm toggling e-mails here on live tv, which is always dangerous, but i can tell you separately from somebody on the call saying paul ryan is telling folks on that conference call right now he'll spend his entire energy making sure that hillary clinton does not get a blank check with a democrat-controlled congress. if paul ryan is making the case to his members of what kind of presidency he expects hillary clinton to have, the default assumption here among republican leaders in the house of representatives is that donald trump is going to lose, possibly lose badly, and that a clinton presidency is almost a foregone conclusion at this point, and they need to start campaigning and organizing themselves in a

way to represent some resistance to that congressionally and politically next year when she takes the white house. guys? >> eamon, thank you for that. eamon javers in washington. for more on this we're going to bring in aspen institute president and ceo walter isaacson, thank you for joining us this morning. >> carl, how are you? >> i imagine you just heard eamon's report. is this a concession from leadership that the top of the ticket is lost? >> well, it's pretty close to that, and it's very understandable. paul ryan is a fundamentally different person than donald trump. paul ryan's a true conservative when it comes to both family values and economic values. paul ryan is a, you know, deeply decent and moral person, who wanted the republican party to be more inclusive, and i think he's always been agonized about the fact that trump became the nominee and now he's distancing himself. so this is not a surprise. maybe the surprise is that it took this long. >> what is the risk to some of

the down-ballot candidates, walter, about making a public statement or denouncing donald trump publicly? because when paul ryan withheld his endorsement of trump, trump turned on him and tried to weaken him in his home state. >> yeah, i think donald trump, we've seen clear one of his spokespersons said, you know, these are people who have also committed sexual assault or something, so there will be unleashed a barrage from, i think, trump and certainly trump supporters against some of these people, but at a certain point it's a question of honor, it's a question of morals, it's a question of how you want to be remembered, and also it's a question of politics. and, of course, i think it plays well politically to say i'm distancing myself from this guy, even if you do get a barrage from some of the people who are supporters. >> walter, it's john ford. i'm hoping you can put this into historical context for us, being a student of history that you are. i mean, george washington even

endured politics of personal attack, then, of course, we had the whole federalist breakdown, hamilton versus jefferson. hamilton versus adams. the federalists eventually went away entirely. what is at risk here with the republican party, given not just the rancor in the campaign, democrat versus republican, but this republican on republican discord? >> john, you're a good student of history, too, during the federalist period where you had, you know, thomas jefferson allegations, some of which were true. this has been a part of history and, certainly, the civil war was a time not really as personal, but where the divide was so deeper. i do think, i hope, but i'm a wild optimist like larry kudlow was in the earlier hour, i do hope that this breaks the fever and maybe even creates a new politics in which as a center right party and a center left

party that's not based on personal vitriol when it comes to the republican party, but a republican party of paul ryan, of michael pence, of, you know, scott walker. if you end up breaking the fever and having a republican party that's center right and conservative but believes in sort of constitutionists and libertarian values rather than these authoritarian values that you saw trump expose or the personal venom, you know, and bringing out racial hatreds, bringing out ethnic hatreds, if you have a republican party just going back to the reagan republican party, that would be enormous use and maybe conceivably you could even see something that happened three or four times in our history, a third party emerge if necessary. >> something a lot of people have talked about. it's hard to imagine it's g getting closer and even this close perhaps. >> if it doesn't happen this

time, i don't know when it will happen. >> walter, we're short for time because of ryan, but thank you for the time. >> hey, it's good to be with you all. >> walter isaacson, aspen institute president and ceo. we'll be right back. who lives here and flies to hong kong, to visit this company that makes smart phones, used by this vice president, this little kid, oops, and this obstetrician, who works across the street from this man, who creates software. they all have insurance crafted personally for them. not just coverage, craftsmanship. not just insured. chubb insured.

zblon jon, see you in less than ten minutes? >> samsung in hot water after its troubles with the galaxy note 7. now, three of the four major carriers are halting sales of the device. at&t is one of those carriers, and separately, at&t is partnering with amazon to boost cloud offerings where, joining us now in an exclusive, vice chairman of at&t and the ceo of at&t business solutions, ralph delavega. great to have you. >> great to be here this morning. >> i can't recall something of this scale happening -- not just the recall of a million devices, but problems with the recalled device and having to halt sales of it. where does this rank as far as difficulties with the device that at&t has dealt with and how good has the communication from samsung been to at&t? >> yeah, john. before we get into that, i

wanted to talk about other difficulties we're also having. i wanted to make a comment resi and a first responder in the area affected by hurricane matthew. we're in good shape this morning in florida. we have some coastal flooding in georgia and south carolina. we're waiting for the water to recede in north carolina. our people have been working around the clock trying to restore service, and we're very proud of the men and women of at&t that are restoring that service. we take safety very seriously, and that's where with samsung we've taken the extraordinary steps to stop exchanging note 7's and customers, we're encouraging them to come in and exchange it for any other samsung smartphone or for that matter any other smartphone so they can make sure that their devices are safehe to use and ts is one of the largest recalls that i can remember ever. we've taken the extraordinary step to stop exchanging them out of an abundance of caution until samsung really does their work o understand that these

replacement phones have an issue or not. >> it is a company's last resort to try and help them get a competing company's products, like when your flight gets cancered they always try to book you on the same airline. if you have to get somewhere, then they will suck it up and book you on a different airline. are you actually seeing samsung assisting customers getting other devices, or are the carriers like yourself having to assist customers in doing that? >> we encourage samsung customers -- sometimes when you are used to a operating system, they go back to the same operating system. if that's what the customer wants to do, we'll be glad to help them out. if he this feel they need to go to a different os, we'll be glad to facilitate that as well. >> i'm wondering on this cloud announcement that you had with amazon, does this signal a shift in the way telecos like yourself are approaching the cloud?

certainly from an enterprise perspective, when you thought about doing cloud yourself, is the focus more on the network, more on the applications, on different areas now and sort of ceding some of the mega cloud space to the amazon and microsofts of the world? >> our strategy on cloud is to facilitate the cloud provider of our customer's choice. amazon is one of those who actually has 16 cloud providers that we work with, but the breakthrough announcement here is that we're working together. we're collaborating on behalf of our customers to insure that there's a highly secure connection from the end points all the way to the cloud. what we're doing for the first time is we both agreed to share network intelligence about the security so that the customer was our mutual customer who have that most highly secure possible from the end points all the way

to the cloud. >> space that continues to develop quickly. our thanks, ralph, from at&t. >> thank you. >> take a look at the markets. despite the headlines out of dc, regarding paul ryan and the house, and donald trump. markets have not s&p almost at 14 the time to choose your medicare coverage begins october 15th and ends december 7th. so call unitedhealthcare to enroll... in a plan that could give you the benefits and stability you're looking for, an aarp medicarecomplete plan insured through unitedhealthcare. what makes it complete? it can combine medicare parts a and b, which is your hospital and doctor coverage with part d prescription drug coverage, and more, all in one simple plan for a low monthly premium or in some areas, no plan premium at all. an aarp medicarecomplete plan

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. s&p up 13. we paid a lot of attention to politics today, but that's going to change once alcoa and the banks start to post. good to have you back, k.t. >> good to be back. >> let's go to wapner and "the half." i'm scott wapner. all the major averages soaring right now. we will get to the market move in just a moment, but, firts, we breaking news from our john harwood who is live in st. louis. john. >> scott, we have got the first national telephone poll that was taken after the revelation of that "access hollywood" tape on friday evening taken before the debate but af the release of that tape, and it shows hillary