it's 5:00 a.m. here at cnbc global headquarters. welcome to "worldwide exchange." here's your "five@5. investors look to put a rough october behind them. today is all about the jobs report with the election and the fed decision next week apple riding an iphone rebound with the strongest sales quarter ever, but guidance in ch china weighing on the stock. and the amazon a.i. buildout leading to stratospheric levels.

later, the striking union and a new offer to end the weeks long strike. the negotiation right now. it's friday, november 1st, 2024. you are watching "worldwide exchange" here on cnbc good morning happy friday thanks for being with us i'm frank holland. let's get you ready for the trading day ahead. first trading day of november. the stock futures in the green across the board s&p up under .25%. the dow up 71 points right now it looks like it will open in the positive nasdaq up 70 appo0 points major averages for the month down across the board with the dow and s&p snapping a five-month win streak, october,

of course. the dow is the hardest hit down 1.25%. on the sector basis, financials and communications services coming off a winning month healthcare coming off the worst month since april. the moves here on the screen right now. right now, we also want to check the bond market ahead of the big jobs report coming up later today. take a look at yields. the benchmark 4.29 rising 50 basis points in october. the two-year still above 4%. the long bond at 4.47. this is the read on inflation he can peculiexpectations very important oil with renewed tensions with israel and iran. wti up almost 3% brent crude up 2.5%. the big upside moves here. wti still above 70 bucks a barrel brent crude close to 75 bucks a barrel that is the key sentiment with the oil. that is the money set up now. the top story and money movers

let's start off with apple it's fiscal fourth quarter revenue hitting the all-time high driven by the rebound in iphone sales and jump in services revenue that category making $100 billion a year the sales down in the pre-market ceo tim cook telling cnbc, sales were stronger than the 15. cook added however, investors are having a hard time ignoring apple's revenue outlook. expected to grow in the low to mid single digits. that's lower than the street was expecting. revenue in china struggling from a year ago we now want to turn to amazon after higher than expected earnings for the latest quarter driven by growth in the cloud computing and ad business.

shares up over 5.5%. in the cloud, aws came in below consensus, but grew 19% year over year. cloud operating marginss impressing at 38%. big theme for amazon and microsoft and alphabet spend. cap ex surging 81% andy jassy said it's worth it calling artificial intelligence a once in a lifetime opportunity. >> we expect to spend $75 billion in 2024. i suspect we'll spend more than that in 2025 and the majority of it is for aws and specifically the increased bumps here are driven by generative a.i as i was mentioning in my opening comments, you know, our a.i. business is a multibillion dollar business growing triple digits year over year.

it has grown three teamsimes fa at the evolution. we have intel shares up 5% after the company adjusted profit excluding a $16 billion impairment charge and current quarter guidance ceo pat gelsinger says that outlook is actually tied to china. >> the pc market may be slightly smaller as people are looking at the finish of the year that said, i think everybody is expecting growth in the overall pc market for next year based on a major windows refresh, a.i. pc, a bit more global strength and china and recovery overall, we are well set up for q4 and for next year in the level of inventory > . >> let's stick with the big tech earnings good morning welcome to the show. >> good morning. thanks for having me on, frank.

>> why don't we start off with amazon i thought it was interesting cloud missed estimates, but still the stock move higher. >> that's right. amazon did have a couple of ble blemishes. after yesterday, you might have thought it would get punished, but not amazon today i think a lot of that had to do with the profitability of the company which was the big surprise in the quarter is that huge amount of profitability on the bottom line and i think that gives investors a lot of comfort. the sales numbers were -- were decent they were very close no surprise that stock is up it also hasn't been one of the biggest performers of the mag seven or technology area room to do for them. >> i want to get your take on it they increased cap ex and at the same time, they saw margin

expansion. that is do yotough to do. >> it is the cap ex is important. now we're through the cap ex spenders, you see they are all still focusing on cap ex and spending huge, huge amounts of money. the comments that jassy made about the possibilities for a.i. and generative a.i. and their focus on that continues to mean that story continues to run. that should be good. a good read through for nvidia which will be the last of the mag seven to report. >> let's talk about apple quickly. those shares down over 1% right now. it seems to be the guidance. there was a lot of other things in the report to like. gene munster crunching the numbers. is that -- is that make sense to you that the stock is down 1% considering all of the other

great things including the iphone commentary from cook and the 6% increase? >> i think apple had a nice run this year in anticipation of the iphone 16 and a.i. and the rollout. both of those were really a bit on the disappointing side as far as what you can actually do with the phone and the functionality. you know, the fact that the sales were okay was -- was pretty good. from my perspective, that was better than feared so, again, that stock has not really performed that well in the last couple of weeks the fact it's only down 1% is good and the fact it's down is fairly mild given that there's still a lot to come on the iphone 16. >> the decline might be mild, i agree with you on that, it is the weighting in the market is a big deal

i want to talk about the apple forward pe we talk about investors getting religion with valuation. this 1% decline is not a big number move wise on the percentage basis, but considering the weight is huge is this a sign investors are pawing more attention to forward pe, valuation and the sense that this market is priced to perfection is this a read what we will see for the earnings season and the rest of the year when it comes to the market? >> yeah, that's what we saw really yesterday and that's kind of what you see when the market reaches up and starts bumping along it's all-time highs and the pe multiple gets into the mid-20s is that you really are, like you said, priced to perfection and when you get misses, even if they're slight, the market tends to make a reaction there that's what we got yesterday, it seems, is none of the news was really terrible across the

board, but it was a little bit less than what people were expecting. so, when you have a market that is based on strong growth and strong earnings growth and you don't get as much of that, you know, people start repos repositioning. >> thomas martin, thank you. >> thanks. >> for more on the markets and the trading day ahead, head to cnbc.com/pro for insighting and ana analysis. still more to come on "worldwide exchange," the stocks that she's recommending that you buy. first, hoping to end the weeks long strike. boeing sweetens the offer to mbs. > d rkshire hathaway with the latest buy we have a very busy hour still ahead when "worldwide exchange" returns. stay with us

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can you do defying gravity?! yeah, get my harness. buy one line of unlimited, get one free for a year with xfinity mobile. and see wicked, only in theaters november 22nd. welcome back to "worldwide exchange." let's see how europe is shaping up with the trading day. silvia amaro is in the london newsroom silvia, good morning >> good morning, frank indeed, it was a very challenging month for european equities we saw the stoxx 600 actually down by more than 3.3% in the month of october however, look at this. today, we are actually tracking in the green we are seeing the stoxx 600 up about .6%. indeed, we have green across all

of the major bourses this as investors are focused on economic data because the earnings season seems to be dissipating at this stage. let me take you to the different sectors to see the corporate stories this morning in terms of the sectors, oil and gas stocks are up 1.4% at this stage. we are looking at higher oil prices and that is boosting the oil and gas companies at this stage. we are also seeing a lot of green with banking the whole sector up 1% off the back of several earnings this morning. let me take you to the worst performing sectors we have ha lot of pressure with travel and leisure names the sector down .50% here, we are looking at the stock called lufthansa after hsbc actually cutting their rating on this stock so, some pressure here for the travel and leisure names

frank, all in all, it seems european equities are starting the month on a positive note. >> silvia, thank you very much great to see you as always. time to check on the top corporate stories with silvana henao. silvana, good morning. >> good morning, frank striking workers at boeing will vote on a new contract offer that includes a 38% pay hike over four years and a larger signing bonus. the latest offer is being endorsed by union leaders who told members they extracted all they could from the company. the more than 33,000 factory workers rejected two previous offers it comes at a critical time for boeing which announced it would raise up to $24 billion to shore up finances. we are seeing shares right now slightly higher in pre-market up 2% down 6% since the strike began. berkshire hathaway keeps adding to the stake of sirius

xm berkshire bought 2 million shares berkshire owns one-third of sirius shares worth $3 billion the investment hasn't paid off with sirius shares down 50% this year they are higher in the pre-market. volatility in the trump media and technology trading was halted for the second time this week. closing down 12% yesterday and was down more than 20% on wednesday after a cnn poll showed vice president harris with the lead in the swing states of michigan and wisconsin. even with the declines, djt has still more than doubled in the past month, frank >> robert frank was on this week

saying the former president's most profitable investment ever. that's all on paper. volatile stock >> we saw the moves so far this week >> silvana, thank you very much. see you later on in the show. chgerlidng up on "wodwe exan," the october jobs report and milken institute's bill lee with the metric you should be watching stay with us you don't want to miss this. e*trade from morgan stanley

♪♪ ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ at state street, we know everyone's trying to get somewhere. ♪♪ take the next step toward your future, by investing in the s&p 500 with spy. getting there starts here. welcome back to "worldwide exchange." take a look at some of the

leaders in august on the s&p 500. united airlines shares up 37%. earnings a big part of the story. paycom with the best day ever. followed by norwegian cruise lines. we want to look at the october laggards qorvo down 31% estee lauder down 31% for the month. super micro with accounting issues enphase energy on the list as well. the fed giving the final piece of the key data head of the policy decision as the monthly jobs report out at 8:30 a.m. eastern time today. economists expect employers added 100,000 jobs in october with the unemployment rate holding at 4.1%. this is the lowest pace the job growth in four years this comes after the september

surprise with 250,000 jobs added blowing past the forecast. for more, let's bring in william lee at the milken institute. bill, good to have you here. >> hey, frank. >> we showed the 100,000 jobs added. i think there are other factors in there severe weather and hurricanes and strike at the ports. i want to get a sense from you we when we are looking at the jobs report, is that what they are focused on >> the one thing the fed is focused on, they don't focus on the one data point per month every month the data point comes our, one is wall street. the fed looks for verification how many more people are employed month to month. if you look at that number, the household survey, you find year to date, that has increased by an average of 31,000 per month

much los aess than the payrolls showing us it tells me a lot of people are working multiple jobs, but the number of new people employed are much less. i think that is showing up in the polls because people are saying, hey, i can barely make ends meet. i have to work like hell to pay all my bills that's showing you a lot of jobs created are really being created in the lower wage sectors. that, to me, is vulnerability that the fed will keep in mind. >> do you think it is more likely the fed will cut or less likely the fed will cut? >> actually, the vulnerability allows the fed to proceed as norm we had a lot of strong data coming in. gdp has been stronger than what people had been expecting at this time. remember, it wasn't so long ago people were worried about recession. the fact that the strong payroll numbers have some weaknesses underlining it, allows the fed to say combining the data all together, we can still proceed

with the 25 basis point cuts between now and the pd oend of e year >> bill, one thing you are looking at is household disposable income growth has slowed a bit when we are looking at that, why is that so concerning compared to other data points >> most of the growth from gdp comes from consumption growth. the basis for consumption growth, as you know, income and wealth, the income generated by the new jobs is smaller and smaller because the new jobs created in the low wage sectors. consumption is depending upon the wealthy people dipping into savings blown up by the stock market increases and real estat increases. 40% of the consumption is accounted for by the top 20% of the population

the base of consumption is getting narrow and narrower. the disposable income growth is slowing down because of the stimulus boost that we got last year which allowed income to grow over 10% is now coming back down to 5%. >> really quick, bill, does that mean you are growing less confident in the soft landing or no landing what does that mean with the consumption narrowing so much? >> we have income growing and i still we have the soft landing, but the down side risk is bigger and the fed will temper whether or not they will use 50 or 25 basis point cuts the 25 basis point cut is the norm, but they will keep the 50 basis points in the pocket in case the economy starts to fall off the cliff. >> the odds of the 50 basis

point cut tick up just a bit this we're bi ewe bill lee, thank you. >> thank you coming up, big day for big oil after two beaten down names. we'll be right back after this break.

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type of opportunity. i think our customers and business and our shareholders will feel good about this long term that we're aggressively pursuing it. >> that was amazon's andy jassy talking about the spending suge as the company ramps up the offering welcome back to "worldwide exchange." i'm frank holland. we will have the rest of the big week for big tech in a moment. first, look at stock futures you will see in the moment in the green across the board s&p up .25%. 17 points. the dow would open up 80 points higher and the nasdaq doing the best up .13% here at the nasdaq, shares up 20% in the pre-market. that's on earnings amazon up on earnings. we have been talking about shares up 6% you are seeing a theme

two other stocks on the list, marvell and charter up in the pre-market however, last month, the major averages down across the board with the dow and s&p dow down 1.3%. the s&p down 1%. the nasdaq down .50% we want to check on the bond market ahead of today's october jobs report. the benchmark at 4.29. last month, that rose about 50 basis points also important to mention the two-year above the 4% yield. we are looking at energy, oil, moving higher on reports with tensions between israel and iran brent crude up 2.5%. close to $75 a barrel. that's the money set up now. we turn back to the big money movers and big morning for big tech

we kickoff with apple. shares are down just about 1%. fiscal fourth quarter revenue driven by the jump in services revenue. that category making $100 billion a year the q4 sales are expected to grow in the low to mid single digit. china sales slipping from a year ago to $15 billion that is below street estimates we turn to amazon. shares are popping in the pre-market they're up 6.25% after reporting better than expected earnings and revenue with the latest quarter driven by latest in cloud computing. aws revenue came in a bit below estimates, but still grew 19% year over year the $27.4 billion and margins impressing at 38%. big theme for amazon and saw

this shift with microsoft and alphabet that's a.i. spend. amazon's cap ex surged 81% you heard andy jassy say it's worth it calling a.i. a once in a lifetime opportunity shares of intel are up they're up 6% over 5.5% after the company posted an adjusted profit that excludes a large impairment charge. we have a lot to dig into this morning. let's bring in jordan klein at mizuho securities and andrew sherman at td cowan. jordan, let's begin with you surprised to see the amazon shares move higher despite the miss when it came to cloud >> thanks for having me this morning, frank no, i think you're right it was a little bit below what

people hoped for, but it is the operating profit that blew away the numbers by 20% upside in the quarter and they forecasted for operating profit to actually be above in the fourth quarter. so, i think the combination of his bullish commentary, particularly on a.i., and that very strong, you know, profit margin is giving people a lot of hope. >> giving a lot of hope, jordan, but 81% increase with cap ex spending for a.i we have seen other companies get dinged for that. in your mind, was it the margin expansion what gave investors confidence that spend is going the right way? >> 100%. i think if any of these companies were to show margin degradation and continue to spend at these high rates, the stock would definitely go down the multiples would contract the combination of solid revenue

growth at massive scale and they are seeing margin expansion coupled with the comments by management this is a once in a lifetime opportunity to monetize a.i. in the future, i think is the reason why you will see more people buy versus sell on these prints. >> so, jordan, excuse me, andrew, coming over to you the growth of the hyper scalers. amazon at 19%. microsoft, 33% gcp at 35% when we see the growth with hyper scalers, what other companies are potential beneficiaries of the transition with work flows into the cloud >> thanks for having me, frank good morning to jordan as well datadog, i like to highlight, is our top pick they have software to monitor applications and infrastructure. think about the starbucks app and peloton app. a lot of apps you use every day

are insured and reliability because of companies like datadog. datadog is a great partnership with aws and they get brought along quickly as the work loads move to the cloud because cloud infrastructure monitoring is their biggest product. it is very important to ensure reliability of the cloud workload they're viewed as probably the greatest cloud derivative play there are several others with several usage base models. datadog is our top pick. >> that's your top pick, but it is kind of a due opoly. how does that compare in your mind to datadog with valuation and the an bulbility to capture market share it's a two-dog race, no pun

intended with datadog. >> yeah, we like lower valuation. we see the great growth at a reasonable price datadog is about 40 times. yeah, this market has consolidated from several vendors down to basically those two are the last pure play public stocks. >> all right jordan, coming back to you mixed results with the mag seven earnings with meta, microsoft and amazon and apple and alphabet when we look at the reports from alphabet and meta, do you believe the narrative remains in tact throughout the nd oend of e year >> i didn't see any weakness the only potential disa disappointment was meta expectations were sky high the stock is up 70% this year.

they've been growing faster than most of their peers. it's the guide was better. it maybe wasn't the blowout guide that people hoped. you have seen it get above 400 before microsoft, the one thing i have to say you have to put in context because azure growth wasn't as high as people hoped they are saying it is down in the coming quarter and part of that is capacity constrained they are waiting for more data center and compute capacity. this is good for nvidia and micron it is good for the silicon and hardware companies needed to supply the capacity. they have the business, they just don't have enough capacity. they said it is a one quarter or two quarters away from getting that >> you know, jordan, until we get the nvidia report on november 20th, we will talk about cloud infrastructure a bit.

the build up until we get to there. super micro having issues with the accounting furthirm. you say the trouble at super micro, explain that. >> yeah, think about the handful of companies that take the gpus and assemble them into massive multimillion dollar rack systems with power and cooling and inter connect inside those companies are people like super micro, dell, hewlett-packard and han hi if super micro run ns into trouble, they could get delisted they need a lot of cash to buy the inventory and build products i don't know what is happening, but they need a new auditor and they need one fast if you are a customer or investor and worried or nvidia and you are worried about what

is happening at super micro, maybe you give more gpu kcapaciy it dell. dell is base in the u.s. and have a fantastic balance sheet i don't think some customers will take the risk and could start moving the a.i. servers over to dell i think it's a great opportunity to look at the stock right here. >> jordan, one last questions. super micro is one of the top five customers for nvidia. does super micro issues translate to the issue for nvidia as well ahead of earnings >> i don't think at all. first of all, this accounting issue probably gets resolved i don't think it actually impacts the day-to-day base. it is just bad for the stock and investors. secondly, i think nvidia -- they didn't wake up this week and see the stock down and then start to not know that anything was going on i think they're well ahead of

this they talk to super micro they know what's going on. if anything, they will make sure if there's any problem in filling demanded, they move those gpus over to the other suppliers and i don't see any real problem they have at all. optically, it doesn't look good. >> andrew and jordan, thank you for your time and insight. >> thanks, frank time now for more of your big money movers shares of bj's restaurants are lower. the chain reported a third quarter loss the interim ceo said they could not take advantage of strong demand because of higher restaurant costs bj's operates in 29 stays and expects net growth this quarter. shares down 5.5%. we talked about this stock earlier. atlassian beat forecast and raising outlook as it anticipating a surge in demand

for cloud coofferings. shares right now are surging up over 20% earnings from big oil are on top this morning chevron and exxonmobil report before the open. chevron would sell $6 billion in assets in canada the shares right now are up ahead of earnings. exxon has warned profits hit by weak demand for gas and diesel fuel this morning, shares up over 1% in the pre-market. coming up here on "worldwide exchange," industry titans across europe weigh in on the u.s. presidential election and what a trump white house return means for their businesses at large. stay with us we'll have that story and much more

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welcome back to "worldwide exchange." time for the morning call sheet. the selloff yesterday was punitive with investors focusing too much on near term dynamics they say this offer is an attractive entry point uber shares up .13%. and jpm is cutting the price target from $113 down to $74 for estee lauder shares of estee lauder d

down .25%. and goldman notes shares of suncor are down. time for the global briefing china factory activity swinging back to expansion in october beijing stimulus efforts begin to take hold the global manufacturing purchasing managers index came in a tick above 50 any reading above 50 indicates expansion. business leaders across europe weighing in to the u.s. election with five days to go. thanks to our friends in london conducting a number of interviews all week long >> it's not going to be an uneventful event we do expect no matter who wins or the outcome, we do expect some market movement and it remains to be seen how investors would react.

>> if there is one thing particularly in washington where there is bipartisan consensus is clearly on the china angle i think what the world is telling us is that globalization is far from dead, but it moves in different corridors. >> which ever government arrives in the u.s., it's a country with strong institutions. it's a country over the last two decades has grown and i hmprove productivity in a significant way. >> regardless of how this goes, we will have to be in a position to work constructively most important for us is having a congress that's open and open to bipartisan solutions because any kind of solution we need for our industry is going to have to be balanced. >> thanks to our friends in europe. coming up, the one word investors have to pick today and one word every investor needs to know and border security is just

one issue dominating the 2024 election we have emily wilkins with more in a battleground state and why it matters to your money. >> good morning, frank here in arizona where there is not only a battle for the white house and the senate, but a ballot proposal that already has businesses nervous for the future we'll have all that when "worldwide exchange" returns g. it's the go-to keep us go. the places we cheer. trust. hang out. and check in. they all choose the advanced network solutions and round the clock partnership from comcast business. powering more businesses than anyone. powering possibilities.

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exchange." take a look at the october leaders at the nasdaq 100. atlassian shares up 19%. big earnings with marvell technologies on the other side of the coin, the laggards take a look at those as well right at the top of the list is bio-tech regeneron asml and european chip name there, under pressure after they said they were going to face issues when it came to exporting things to china. moderna and cdw rounding out the laggards turning to the election. it's coming up a few days from now. less than a week away until americans head to the polls. inflation dominates the conversation on cnbc another issue for business owners emily wilkins is joining us from battleground arizona with much more

emily, good morning. >> reporter: immigration and border security are hot button issues this election, but the business community here in arizona are looking for more than rhetoric as they struggle with work force shortages in construction and hospitality and agriculture. they are worried that the outcome of the ballot measure and a competitive senate race could exacerbate the issue under the mieasure to allow to detain in the state in companies boycotted the state. john grahan graham says he worre same thing could happen again. >> that created a business stigma where conventions were canceled and we were an outlier with the businesses around the country because of that. >> reporter: immigration is a major issue in the competitive

senate race with the congress member and senator both push for stricter security. gallegos said more agents were needed and giving more power to police is quote refusing to address the border crisis and dragging us backward to a horrible time. now lake cheered the measure known as prop 314 on the ballot. saying arizonans are crying out for common sense security measures when i asked lake about prop 314 yesterday, she jogged the question whether she supports it multiple times. >> do you oppose 314 do you support 314 >> i'm allowing -- >> you specifically. >> it doesn't matter where i stand. >> it does it does. you're the senate or for from t state. >> they will choose how they vote

i respect what they vote for >> reporter: currently, most polls show gallegos with a slight lead in the race, but it is expected to be very close frank. >> immigration is a big deal nationally a big issue we had the mill ken chief economist saying 500 million people emigimmigrate to the uni states are we spexpecting congress to take it up >> reporter: frank f, if we hava bipartisan issue, they will tackle it. you did see an immigration bill. you did see security along the southern border in asylum cases, but that bill would expand worker visas for more than 100,000 immigrants that is something when you talk to these businesses, they say it's great that unemployment is low, but we are facing labor shortages and we really need

people to come in and fill jobs in various industries. >> you and kari lake, news person on news person sparring right there. i like that. emily wilkins in arizona great to see you as a reminder on election day, cnbc will be live all night as results come in and reaction from the biggest names it starts at 7:00 p.m. eastern from the new york stock exchange then coverage in the overnight hours. brian sullivan and contessa brewer and myself looking at everything asian and european market reaction and the futures open. a number of different things "squawk box" pickis up coverage at 5:00 a.m. don't miss it. coming up, the stocks she is recommending that you buy today. take a look at futures green across the board don't go anywhere. we'll be right back.

all right. welcome back to "worldwide exchange." take a look at the dow in october laggards and leaders nike shares down 13% that's a turn around story new ceo. merck down double dig rdigits

a look at the leaders side there are some winners on the other side of the coin right at the top of the list, salesforce, shares up 6.5% followed by visa moving higher following earnings jpmorgan chase and travelers and dpo goldman at the top of the list the october jobs list out at 8:30 a.m. eastern time and followed by pmi at 9:35. then the manufacturing index at 11:00. oil and gas front and center on the calendar chevron and exxon report before the opening bell. also this morning, we are following striking workers at boeing they will vote monday on the new contract offer that includes a 38% pay hike over four years and a larger signing bonus the latest is endorsed by members saying they extracted all they can from the company. the 38,000 factory workers

rejected the two previous offers boeing will raise up to $24 billion to shore up the finances shares up 2.5% on that news. berkshire hathaway is adding to the stake of sirius xm for $60 million in recent days berkshire owns one-third of sirius shares worth $3 billion. however, that investment just hasn't paid off so far with sirius shares down 50% this year the volatility in the shares of trump media and technology continue trading was halted more than once yesterday the stock is a proxy for trump's chances at winning the white house. closing down 12% yesterday and down 20% on wednesday after a cnn poll showed vice president harris has a lead in swing states of michigan and wisconsin. even with the declines, djt has still more than doubled over the

past month let's look at the earnings movers this month. taking a look. uh, we're going to show them apple first. we have been talking about it all morning. guidance is weighing on apple shares amazon shares up big cloud refvenue growing 19%. that does it for "worldwide exchange." "squawk box" starts right now. have a great weekend. good morning tech stocks on the move. amazon and inn tel are higher after quarterly results even though intel posted the biggest loss in its history. big oil reports are on deck. we will hear from exxon and chevron in the next 30 minutes and bring you an exclusive interview with darren woods.

it's jobs report friday. it's november 1st, yup, november, 2024 "squawk box" begins right now. good morning, everybody. welcome to "squawk box" here on cnbc we are live from the nasdaq market site in times square. i'm becky quick along with joe kernen and andrew ross sorkin. it's a friday, it's all saints day. the day after halloween. the markets are feeling a little bit up dow up almost triple digits. up 95. the nasdaq up 70 let's take a look at treasury yields and at this point, the ten-year is below