the device companies coming out with 5g devices and as the ceo of akamai outlined, there are a wholeilding out that's a whole fascinating thing going on that we shouldn't lose track of as we have an appropriate focus on the pandemic and the election. >> never enough time because i wanted to get into all of those different issues with you. we'll have you back again soon great to see you we are watching the market continue to sell off with the futures down by 600 points thank you. great to see you. >> be safe. >> okay. you, too. >>> when we come back, palantir co-founder joe lonsdale when the big tech testifies before tus wnss furedo, dow down 600 points stay tuned "squawk box" will be right back. >>> we're on a trajectory to look a lot like europe as we enter the month of november. so i think things are going to get worse. >> that was former fda commissioner dr. scott gottlieb earlier on "squawk box." jim cramer joins us right now. jim, the markets have turned a little weak, down by 626 points below fair value you think this is because of what we heard out of europe today? >> yeah, i

very important this election for ensuring the replay the last 2 weeks and that needs that needs and akamaind that's not going to happen this time around will see they said the same thing in 2016 a large amount of points of after real fast, i'm bringing in david you said earlier we talked this week. >>you don't think this is 2016 when it comes to the polls. no it's not because one thing we have captured more of those working class voters in our we are talking to voters more and look if you want to reset the race you have to grab some of that momentum. hillary clinton ever had 50% even on election day and a composite of all national polls, joe biden has 12 points 11 points, double digits and 50% on multiple polls and on average is so that just shows that it doesn't mean that joe biden winds, it means that the president is running from behind in the midst of covid in and a recession and protest that's not a good place to be when you're the incumbent. these are the conditions under which incumbents lose all right. they're wrapping me this just like half hour show seems to go by about 15 minute

akamai get the word across this is a serious? >> guest: sign as that question is being read. i think your site is justified. it is very frustrating. unless people can actually see the devastation and realizes that it affects them, we see so many examples of people who really take risks. because they have a way of disassociating themselves from this problem that is looking at a square in the eye. this is a historic pandemic. 250 plus thousand people have died already. and we are closing in on 8 million people have gotten infected. that is serious business. we need to keep trying and eight non- pejorative way, non- confrontive way for people to understand what their societal responsibility is. >> once a vaccine or vaccines are available and widely distributed, do you think we will eventually return to normal? are there aspects that will permanently change how we go about doing things? or will there be a new normal? >> guest: you know, i think will ultimately get back to close what was formerly normal without even considering ending the things we consider right now. i think how

. >>> a couple things to do before we get to final trades steve weiss, tell me why you're selling akamaion yesterday, remainder today the quarter was excellence the current guidance and it's been the laggard the last six months, so i have better places for portfolio now. i will come back to it it's also got a lot of retail consumer exposure, which i'm not crazy about given my economic view. >> selling a bunch of inphi as well. >> the stock is up 40% it was a big position, got a lot bigger to be prudent i sold half the position, keeping half of it this points out why 5g is not a consumer play. it's actually an in-street play. marvel didn't buy it for the consumer, they bought it for industry, period, cloud. >> pete, you bought the stock, actually >> yeah, because it didn't make sense to me. i thought it was a great acquisition. that did make sense to me but the stock was down 7% early on when the stock was trading close to 36, we had some gigantic call buying in there. i chose to buy the stock and use the implied volatility to be able to sell those options i'm selling the 39.50 strike cal

making money, good money, where fastly is losing money the money that you had in fastly should go into akamai i think it will be a pretty good quarter. >> carrie, to you, from jerry in massachusetts. you own thermo fisher. jerry wants to know if it's a long-term hold or a sell right now? >> oh, jerry, thermo just reported a fantastic quarter covid testing was $2 billion in revenue. it's profitable. we i think it's ail long-term buy. i think all those estimates have to go up for next year and the year after, so we'd stay with it. >> good stuff. thanks for the questions. >>> crude oil prices are slipping how the futures traders are playing that we'll do that next >> announcer: are you a veteran? do you have a question for the halftime investment committee? email us a video with your name and rank, askhalftime@cnbc.com you can be featured on our special show on veterans day thank you for your svierce ♪ ♪ ♪ ♪ it's a thirteen-hour flight, tfifteen minutes until we board. oh yeah, we gotta take off. you downloaded the td ameritrade mobile app so you can quickly check the markets? yeah, actually i'm

the 1st presidential win for the opposition in more than 40 years since independence from britain akamai of reports. this is the 1st change of government in seychelles since the 1970 s. . drawn. from. the elected candidate for the presidential election it was the 6th time around color one had run for the presidency in all his previous attempts the last of the governing party candidate with a steadily growing share of the vote in these elections there were no losers there were no winners our country was given the opportunity to come out as the ultimate winner with more than $70000.00 voters scatter the cost dozens of islands in the indian ocean the polls posed a logistical challenge light aircraft and delivered ballot papers to remote polling stations it took 3 days for everyone to vote president danielle for voted in the capital victoria. his party has governed the archipelago since independence from british colonial rule more than 40 years ago 1st as a soviet aligned one party state and then every previous election on the remote tea party system the economy depends mostly on tourism wea

you like akamai listen to that and what we have heard as well from people close to the administrationlj going to be a change in protocol that the president is going to change his attitude. and you see, don't you, in the shape of the term campaign and the biden campaign, they are a very different approaches. let me show you, clip actually ofjoe biden today who is out in west palm beach in florida, so here is, and there is his wife, jill, just pulling him away from the reporters. i think we can see it from another angle in a second, but that just gives you from another angle in a second, but thatjust gives you a really good example, doesn't it, that the care that the biden campaign has been taken, and they have been really good at this, katty, and the way that the term campaign has been approaching it. yes, i thank you are right. i don't think we're going to see the president come out and suddenly embrace mask wearing or embrace social distancing. the difference is going to be that he comes back to a very different white house, right? i mean, you know, he left on friday. that was before a