. >> our david faber sat down with ginni rometty today. and despite those earnings and the sharp drop in share price today rometty sounded upbeat about where the company is focusing its efforts right now. >> we're reshaping this company around analytics, around cloud and the term i use engagement, social mobile security, but all for the enterprise. collectively, almost 20% growth improved every single quarter and even individually each of those areas. analytics which ended last year at 16 billion, up in total 8%. a very large number. you take a look at cloud, greater than 50% again. and then social mobile security, every one of them. >> david faber is here with us now with more on his exclusive conversation with ms. rometty. david, welcome, good to have you with us. how big a test is this for ginni rometty? is this her first big one? is her job at stake here if she can't turn it around? what? >> i don't think her job is at stake at this point, certainly, tyler, but i will say that there's no doubt that this is ginni rometty's ibm. in fact,

>> faber! quÉ te pasÓ? no!y carolina y hace una semana me hice pro. ahora tengo más confianza. [ locutor ] hazte pro con crest pro-health. [ carolina ] siento la boca limpia, los dientes brillantes, blancos. quiero ver si mi dentista se da cuenta. [ locutor ] crest pro-health protege no solo algunas, sino todas estas áreas que los dentistas más revisan. [ carolina ] ya van a ver que me va a felicitar. [ locutor ] cuatro de cada cinco dentistas confirmaron que estos productos pro-health ayudaron a mantener la limpieza profesional. [ carolina ] estoy refeliz. (discusiÓn) >> por quÉ me llevan? >> por agresiÓn, por desorden en la vÍa pÚblica y por desobedecer a la autoridad. no me falte al respecto, su - su - sÚbase o la subo! >> lo que quiero es encontrar a mi hijo, yo no he hecho nada seÑor, por favor, por favor. ♪ ♪ >> que esta noche se repita. >> la Última vez que fuimos a bailar... >> dilo, mi amor. >> la Última vez que fuimos a bailar fue cuando me iban a hacer la primera quimioterapia al dÍa siguiente, te ac

david faber sat down with the ceo at the top of the hour. said. >> the third quarter earnings were disappointing. they weren't what we had expected. we saw some slow downs, we saw some slow downs in our services business, services productivity in particular and in software. but as well as slow down in the month of september, while i don't want to minimize our earnings, this point about us continuing to move this company to higher value is what it's all about. >> ibm earlier weighing heavily on the dow. the index off its morning low still down 52. welcome back art cashin, director of floor operations here for ubs financial services. obviously ibm is the second biggest weight in the dow jones industrial average. that's got to be the story of the divergences right now. >> absolutely. the market is trying to decide if ibm simply is one off and not going to affect the rest of earnings season and see where they can go from here. as the day wears on we will look at some of the other factors. if it goes below 81 towards 80 that might put pressure. >

>> are we picking on mark faber?atistical basis you are being hard on him and on the distributional case. the distortions of a guy like .risanti have to run every day i don't know if i could do it. >> if you have to come out with calls all the time and you're wrong -- like >> i completely disagree. people abouthave with calls and they are never called on that. -- >> it'srd to be hard to make calls when you are actually investing. >> the single distinguishing issue here is commanded keeps coming up month after month, the said, the ecb, the bank of japan, etc., supplying incident cash. that is what makes that trend very difficult. every time you think the fed is going to pull away the punch bowl, you see the markets go down and they keep going. it's hard to make these calls when you have a fed that is paying attention to market movement. >> i would be curious to hear what mark faber has to say about what the fed does next as well. loop"liu on "in the begins at 8:00 a.m. thanks for joining us. >> our twitter question of

david faber joinings us this morning, staying longer. roger and jon going to stick around after the break. all day we've been unveiling the next list of rebels, leaders and innovators who will change the face of business over the next 25 years. lot of big names including dick cost lo, elon musk, kara swisher putting the list together will give us her take later this hour. >> we want to get a check on the markets. the dow still holding on to strong gains, up 32 points, though far from the volatility and the triple digit swings we saw last week. s&p was unchanged earlier when we started the show. now up by two points. the nasdaq has fallen by about 7 points. that was lifted by many of the tech names, hp, ibm we mentioned earlier on but now has gone to the downside, of course. 29 of 30 dow components had been steadily into the green this morning. shares of tesla, meanwhile, rallying as the company gets ready to, quote, unveil the d. supposedly that's going to be a new car on thursday and the stock is running up in advance of that announceme

david faber after having interviewed ginni rometty this morning. apple pay launches nationwide and mcdonald's and macy's, josh lipton had a chance to catch up with eddie inside a whole foods. hey, josh. >> hey, carl. so today apple launching its new mobile payment service, apple pay. it's going to be at some 220,000 locations across the u.s. whole foods, macy's mcdonald's, and here's how this service is going to work. users can step up to the checkout terminal, hold up their iphone 6 or iphone 6 plus to a special payment terminal and with just the touch of a finger, that transaction is completed. what apple is trying to do here is take advantage of that mobile payments market which is expected to quadruple to $90 billion by 2017 according to forester research. i did have the chance to speak with apple's eddie q and he talked about how the service is safer, easier, faster. he said that traditional payment methods and how it's more secure. take a listen. >> all of us right now are having to deal with all of these credit cards getting exposed and your

let's bring in david faber for more on this.lier this morning, but obviously this is something that people are still trying to get their heads around. tell us about what process took place. you said this has been going on for three or four months. they've been talking about it at the board level. >> every board, of course, does a strategic review virtually every year. it's not as if this is a foreign concept. while we may remember back in 2011 under the disastrous leader, he had considered or actually was planning on spinning out the pc business. not printing and pcs together. but again, the idea of separating this company in some way has been around far long time. and the board has been revisiting it time after time. in previous interviews, whitman has indicated to me they wanted to continue to prove the thesis that the company was better together than apart. the whole one hp concept. apparently over the last few months citing the speed of change in the technology entry in the enterprise part of the business which in some ways

. >>> good thursday morning, i'm carl quintanilla with jim cramer and david faber. futures have been all over the map. currently in the red. earnings out from pepsi. got icahn's letter to apple. check out the ten-year down to 2.27 this morning. that is the lowest since well over a year. our road map begins with carl icahn sending his open letter to apple saying shares are massively undervalued. >> recent history repeating futures pointing lower after a big recovery from a dramatic sell-off tuesday. >> alcoa and pepsi beating the street. >> leadership, gap shares down. murphy announcing he will be retiring. >> carl icahn released an open letter to apple ceo tim cook saying the company shares are massively undervalued and should be trading at $203 a share now. icahn expressed support for cook's leadership, urged him to accelerate the share buybacks. he would not tender a share if apple institutes a new share repurchase program. calls cook the ideal ceo. says this is not a criticism. a long letter about how the market is getting this wrong. >> i think you are right to

david faber talked to meg whitman in an exclusive interview this morning.another enormous change. everything about how compute is being bought, paid for, sold, how applications are written, from, you know, a licensed model to a sas model. how employees and customers interact with technology. and you can just see the pace of change. and there's technology that is enabling that change tha

when we come back, david faber's exclusive with kyle bass. live from the barefoot economics summit in texas. you'll hear the hedge fund manager's take on this volatile mark. first, the reviews are in for apple's new ipad. what the tech watchers are saying about that. apple now 50 cents from an all-time high. "squawk on the street" is back in a minute. ok, if you're up there, i could use some help. smart sarah. seeking guidance. just like with your investments. that sets you apart. it does? it does. you're type e*. and seeking another perspective is what type e*s do. oh, and your next handhold... is there. you don't have to go it alone. e*trade gives you the support and guidance to make informed decisions. are you type e*? no question about that. but your erectile dysfunction - that could be a question of blood flow. cialis tadalafil for daily use helps you be ready anytime the moment's right. you can be more confident in your ability to be ready. and the same cialis is the only daily ed tablet approved to treat ed and symptoms of bph, like ne

david faber sat down with ibm ceo. david is here with the details. a rough report from ibm this morning. >> without a doubt. a significant disappointment, something that she was not shy about admitting to, a quarter in which the company abandoned the long held road map for financial targets, for example, trying to earn $20 a share by 2015. and seeing the stock down by as much as 7% because of weakness across the board. another divestiture, part of a strategy ibm following namely getting out of low margin businesses as it continues to invest in what it believes will be the transformative technologies of the future, of the present really data, analytics, cloud and things of that nature. back to the quarter says it was a disappointment. >> our third quarter is a disappointment. i should circle back, make no mistake. i don't minimize that. although it is a point in time it is a disappointment to us. woo eare going to take bold action about the quarter and bold actions as we continue to move to the future. >> it seems given the transformation taking place

david faber, back to you. >> thanks, rick santelli.ing up, julia borgson's exclusive with reed hastings. saying the stock has taken a beating is an understatement with shares down 23.3%. one quick look at the markets here. alright guys. the usual. double wings, extra ranch. we need to do something different. callahan's? ehh, i mean get away, like, away away. road trip? double wings, extra ranch. feels good to mix it up. the all-new, fuel-efficient volkswagen golf tdi clean diesel. up to 594 miles of adventure in every tank. it's been a heck of a move here. >>> you want to lend the u.s. government ten years, you get paid 2.1. france you get 1.22. >> transports up. no one cares. shortage in this world. who do you trust? whose analysis is accurate? how do you make sense of it all? a simple, unbiased stock score consolidated from the opinions of independent analysts... is that too much to ask? nope. equity summary score, powered by starmine, will help you execute your ideas with speed and conviction. and it's only on fidelity.com. open an

cnbc's david faber to talk about all of it. the market has been making a lot of news. >> it is. you certainly can't discount ebola. there's certainly fear. fear moves markets and to the extent that's growing, that's having an impact. as well as a practical impact. if we believe people will change their behavior, perhaps they won't travel as much and we've seen airlines and car rental company stocks come down even before this recent dip in the market. it's not just ebola. there's also continued concerns geopolitically, russia, ukraine, growing battle against isis of course in syria and iraq. and global growth concerns. europe many people believe may move into a recession, brian. that is impacting things. but also the consumer here in the states, our retail report this morning not particularly strong. that's continued concerns about spending. i will end on good news, which is we had a significant drop in interest rates today. a really significant. that's great if you want to go out and get a mortgage. and we've had a virtual collapse in oil prices over the last month. and that of

i'm carl quintanilla with jim cramer, david faber at the new york stock exchange. after the first three-day win streak in a month for the s&p, futures suggest we may make it four. nearly half a dozen dow components reported earnings this morning. ten-year yield back above 22. crude oil looking for stability. our road map begins with a slew of earnings this morning. sales light at coke and mcdonald's. both moving lower in the premarket with another chipotle. >> another blowout quarter. apple beats on the top and bottom line. more ipads sold, fewer i pads. >> we have dow components. it's not just an earnings story. futures rising with chinese economic data and reports of stimulus measures in europe moving markets overnight. >>> coca-cola did report third quarter operating earnings 53 cents a share, in line with estimates. soda volumes did come in flat. coke sees currency head winds affecting full-year profits, announcing a cost-cutting program and achieving $3 billion in annual savings by 2019. the dollar, a seven-point head wind in q-4. that's the high end of expect

i'm carl quintanilla with david faber. a number of profit warnings today.tainer store, samsung, soda stream. first some breaking news from the imf. sarah has details on that. >> international monetary fund lowering its outlook for world economic growth. it now predicts that the world economy will grow 3.3% this year. that is down from 3.4% in july. sharply lower than what had been expected in april. also lowering its growth forecast for 2015. the main reason, according to the international monetary fund, geopolitical risks. they cite risks coming out of the middle east and coming out of the tensions between russia and ukraine. on the up side, the imf revised the u.s. outlook higher. growth for the united states set to be 3.5% for the second half of 2014. 3.8% in 2015, but the u.s. is certainly a bright spot in what is otherwise a down beat picture. europe, japan and the emerging markets all taken lower. of the emerging markets, i thought it was interesting that brazil was actually cut in terms of the growth forecast the most. some quotes to highlight from t

i'm carl quintanilla with jim cramer, david faber on the new york stock exchange. stocks trying to steady themselves from the worst start to october in three years. ecb holds steady. claims weren't bad. a lot of analyst upgrades. warren buffett on "squawk box." our road map begins with that ugly day for the markets. monitoring the ecb news conference. a busy 24 hours for economic data as adp delivers that strong employment number ahead of tomorrow's jobs number. you'll hear from buffet this hour, as well. >> bank stocks moving in the premarket. upgrades, downgrades and brian moynihan assumes new duties at bank of america. >> showdown approaching in hong kong. protesters demanding a resignation. police demanding an end to the demonstration. >> elan teases the new d as netflix teases new adam sandler movies. >>> ecb standing pat on interest rates. mario draghi says bond purchasing programs will last two years. details to be provided later this morning. here in the u.s., claims fell 8,000 to 287,000. that is ahead of tomorrow's big jobs number. one day after the dow f

i was talking with david faber this morning on "squawk on the street." he's always amazed that the gaming culture is not cultish. it's mass, right? and then i also read about this gamer gate. and i know the association is taking a point of view, 48% of your users are women. >> that's right. median age is 37 years old. >> right. so first of all, how do people have the time. and second, gamer gate. what is the association saying? >> well, i'm not going to speak for mike gallagher. i'm the chairman of the association. so i'm going to support their statement. i think in terms of the audience being cultish, there are hardcore gamers for whom this is just their daily bread. and then there's a big audience for whom interactive entertainment, the most exciting category. which is why it's the only growth business in the entertainment business today and it's why i'm so excited about it. >> do you see women staying away from the games because of all these news articles? >> no, nearly half of our consumers are female. >> when we look at the digital -- i mean, for in

faber net manufactures optical components, they have a lot of cash, you take the cash out, six times earnings. you don't find a lot of those anymore. we're looking for things that are good companies at great prices. liz: connection, pc connection, this is a company about 14 times earnings. again, now let's talk about technology. we've had people on the network say tech is in a bubble. >> sure, well, some tech is in a bubble. these are enablers, they sell hardware and software, they distribute to everybody. they can be on the trend. if you need to replace computers because xp is dead. they will sell you a computer. liz: russell, you guys? >> this week was instructive. we had ibm, big tech, very cheap. trap. they've been through financial engineering taking care of shareholders, they forgot to invest in the cloud. liz: sap invested in the cloud and got into trouble. >> they can't change fast enough you. >> guys are against old things. >> no, no, very, very rapidly. liz: i guess brocade is not so young. >> it's been left for dead for a while. liz: you guys happened, and by the way, cath

david faber sat down with the ceo to find out where they go from here. >> we're reshaping around analytics, around cloud and the term i use "engagement." social mobile, security. but all for the enterprise. collectively almost 20% growth. improved every quarter and individually each of those areas. analytics, ended last year 16 billion, up in total 8%. a large number. you look at cloud, greater than 50% again. and then social mobile security, every one of those. >> walter your latest book the innovators, looks back at the digital revolution. you go way back to basically when the first computer was essentially built. what is a company like ibm supposed to do here? >> it's been around more than a hundred years. end of the digital age is not that i think we're going to have machines out us. but ibm is taking watson and deep blue and all the intelligence and showing how in the era of the cognitive computes we are going to get closer to our machines. it is going to be a more intimate connection. >> she's basically saying in prior generations we had to reinvent ourselves back then too. why can't

we'll talk about the big miss of big blue and spoke with david faber and investors are watching to see if we shake off that mess. >> interesting, had the news of ibm come out midweek last week, big problem. >> oh yeah. >> don't you think? markets for the most part, even though the dow hit pretty hard, is kind of taking it in stride at least now trying to work back into positive territory. >> all about earnings, fundamentals, a miss, one of the biggest price weighted names in the dow, you're right. a more nervous environment is raising the concerns. today trying to fight back. >> a change of sentiment we felt over three days. apple takes focus after the bell. third quarter earnings with about nine days of iphone 6 sales and obviously closely watched and the reaction in the stock could be significant and we'll have the first analyst and best anywhere around. >> jim breyer, he was in on facebook before anyone really knew what it was and we'll find out what he's interested in right now. >> turned out pretty well for him, i'd guess. >> did okay. doing all right. >> in the markets right now,

we have a double-barrel faber report.s going to go on and on. >> pay extra attention. >> i hear the cheers. let's start with allergan, the story we should have hit yesterday morning. we noticed the inclusion of two words yesterday, strategic alternative. meaning, perhaps would allergan actually consider selling to something other than perhaps valiant. is there anything going on there? it's hard for me to tell you that there's anything going on. is there interest? most likely there is some. but both those things, strategic alternatives and the story later in the day from reuters about activists, seemed to get bill ackman panicked enough to leak they're going to raise the offer by $15. that is true. in fact, it's unclear when they'll raise their bid for allergan. will it be in the next few days? originally the plan, according to my sources, is that they were going to raise it after earnings were reported on october 20th. we've given you a preview of those earnings. but they're going to be strong. they're probably going to g

david faber i believe had a very accurate report on the shire abbvie deal. this was just another problem for them. a $50 million deal falling apart. i was surprised how many traders specifically cited this deal as a factor in the decline of the market. certainly 369 in the dow is not just weak retail sales. back to you. by the way we did two billion shares in the first hour on all the markets. normally we do three quarters of a bill to billion shares. we did twice normal volume in the first hour. >> incredible statistics. one quick comment to your point of m and a and faith in the system. we're talking about a record year but roughly half the deals haven't closed yet. so there is this concern that anything out there pending now is at risk. we'll keep an eye on that. but bob, thanks for bringing us the latest. shares of alibaba in the green today coming on the heels of an upbeat assessment from ubs yesterday. the bank initiating coverage with a buy rating and a $100 price target. joining us is ubs managing director for equity research eric sheridan. >> good m

i'm carl quintanilla with jim cramer, david faber at the new york stock exchange. we have a selloff set to take place at the open. s&p futures down about 20 handles. whether that's due to the second case of ebola in texas, the ten-year, or m&a beginning to crack, we'll see. crude oil a big part of this. just a stone's throw from $79. sharp moves in the market. futures firmly in the red. crude continues its slide. as we said, the ten-year getting awfully close to 2%. >> inversion blowback. the killer here, shire down 25% and a lot of big event funds getting crushed. >> earnings from bank of america, blackrock are out, both beating on the bottom line. can financials lead the market higher? first up, new data adding to concerns about the economy. stock futures extending their losses this morning after september retail sales fell more than expected, down 0.3%. that's excludeing autos. sales declined 0.2%. also seeing a bigger drop in oil prices after that tuesday selloff. that's crude's biggest one-day slide in almost two years. oil is down 23%, jim, since june. it's c

i'm david faber along with jim cramer. we are live from the new york stock exchange. yes, we are.arl continuing to be on assignment. let's take a look at futures this morning as we're a half hour away from open. what do you want to call that, jim? i call it a mixed bag. >> yeah, mixed. mix mixed is good. you haven't mentioned fed yet. >> how about the ten-year note yield? i'll start there. 2.293. yes, this was the year when we were going to go higher in yield. no, it's not. >> spain, 2.1. >> yes, spain is 2.1. i like to go through all of those. and germany, 0.88. all right. crude oil, which has been the key to this market, according to my buddy next to me here, the key. you can see right there we are above 80 on wti. we breached it earlier in the week. we're below it for a bit. 82.48 right now. >> when goldman said it should go lower, they took it lower. now it's bounced back. >> that was the buy signal. let's get to our road map this morning as well. it starts with those markets, starting from a position of strength ahead of the fed statement today. widely expected to detail an e

the one that david faber and i spent all the time talking about on "squawk on the street." time warner. wow. look at that. broken deal, coming back. this is helping you cut the cord in a big way, with its newly announced online only version of hbo, which got the ball rolling. lang thinks that time warren's daily chart is the best of the bunch. see that spike in the purple circle there, which suggests the big institutions are buying. they are buying it hand over fist, actually. second, we've got the mac d. and that's actually flashed the bulls crossed over already. it's impending in the other media stocks, the buy signal or the black line crosses the red, okay? more of that -- in this case, it's green. anyway, it still works. key here is at the $78 level is roughly a buck above where the stock is currently trading. if time warner can break out above the ceiling of resistance at 78, it will be trading into the gap. and at that point, lang sees plenty of upside ahead. and in short, time warner needs to rally up another dollar, and maybe jeff bewkes was right when he said he co

she spoke with david faber today about the reason for the split. take a listen. >> today is only possible because the turnaround has succeeded. think about what we have accomplished over the last three years. rebuilt balance sheet, innovation pipeline that is significantly improved over three years ago. now we're in the position to take advantage of what's going on in the marketplace and position these two companies for growth. >> looking at shares of hewlett-packards those are up more than 30% year to date. scott, back to you. >> all right. morgan thanks so much. pete, just give me your call on this split. >> yeah. >> which is a reversal. >> yep. >> from what we thought. not that long ago. >> and meg has had a plan for a long time. i think over the last three, four months she mentioned this is something they've been kicking around. the emc news, they were talking with emc, seemed to break down. looks like meg, again, this isn't activist, this is meg being proactive. she has built this company from absolute decimation into something very, very stro

faber, bring in gina, please. >> help us. 8% earnings growth good enough to keep people in the insane markets? >> in the short run, it is going to be tricky. the shifting central-bank policy macroape combined with weakness outside the u.s. is striking fear in the hearts of equity investors. in the short run it will be rough. out 12 months, we feel pretty good about the u.s. outlook. >> why? >> it looks ok. >> the necklace you are wearing a spectacular. could you provide comfort -- >> the gap. tocould you provide comfort people that hear christine lagarde say the new mediocrity at the imf, the real economy is terrible. yet companies are minting money. how does that happen? >> when you think about what u.s. companies are exposed to, 70% of sales are in the u.s. the fact that we have added 200,000 jobs per month every month for the last year. the fact that we have unemployment below the 20 year average. we have consumers that are still slower than long-term pace, but still spending. a housing market is in recovery. these factors support u.s.-specific growth. absent anything that happens

marc faber. we will talk to him. mary barra wants to change the storyline -- instead of talking about recalls, she wants you to check out gm's plan for the future. ♪ >> joining us from zÜrich is someone that has been warning of . demise in the u.s. economy he is of course, none other than mark farber, the editor and publisher of the "gloom, doom, and boom" report. we might be jittery, but i have to say, market have gone in the complete opposite direction of what you called for almost one year ago. what gives, marc? [laughter] well, we have to clarify the statement. i was expecting a correction for .ow, two years we have gone up in a straight line since october, 2011 to hear. we -- here. we did not have more than a 10% correction. this year has been irregular. some indices like the s&p are up a modest 6%. the russell 2000 is down 4%. 50% of the shares on nasdaq are down 20% or more from their recent highs. like --we had market had markets like the philippines, indonesia, india, pakistan, thailand, they are all 28%. cl

i'm carl quintanilla with jim cramer, david faber at the new york stock exchange.ee-day win streak in a month for the s&p, futures suggest we may make it four. nearly half a dozen dow components reported earnings this morning. ten-year yield back above 22. crude oil looking for stability. our road map begins with a slew of earnings this morning. sales light at coke

i'm david faber with jim cramer. carl quintanilla is at the goldman sachs innovators and builders in santa barbara, california, where he conducted an exclusive interview with goldman's chairman lloyd blankfein. he'll have more on that and that conference. let's give you a look at futures. if you're long anything in the market, you're feeling better right now. you've got to stay tuned. we have seen volatility, to say the least during the session. yesterday was a building block, one would say. take a look at the ten-year note. we were below 2%. now we are at, what, almost 2.2%. >> that is the most important thing. if you just want to talk about that? >> we could spend a lot of time. >> that move into it and out of it. there is oil coming up. yesterday when oil reversed, the market reversed. >> we can make stuff up about the fed. a lot of people seem to make a cottage industry was oil reversing because the number of bankruptcies we would get between 70 and 75 is extraordinary. >> the markets looking to end that volatile

>> he's like jeff faber. >> they've probably never been in the same sentence. >> "who heit's on sale. 62 acres of prime connecticut real estate. it's been abandoned for 20 years. i'm michelle miller. the auction that could breathe new life into this ghost town. that's coming up on "cbs this ,, ,,,,,,,,,, - ( helicopter whirring ) - ( roars ) ( siren wails ) ( pop music playing ) ♪ when you're ready ♪ ready, ready, ready ♪ come and get it ♪ get it, get it ♪ when you're ready, come and get it ♪ ♪ na na na na ♪ na na na na na na na ♪ ♪ when you're ready, come and get it ♪ ♪ na na na na... female announcer: it's a great big world and it can all be yours. here and only here. ♪ come and get it. ♪ >>> the sale of >>> the sale of a ghost town generated hype and fear about its future. the village died along with the owner 20 years ago but some say the remains are haunted by the man who just couldn't let go. michelle miller is in johnsonville, connecticut, with a look at its past and what many hope could breathe new life into the area. michelle, i'm scared. good morning. >> happy halloween, gay

faber is on assignment. probably the busiest day for earnings. caterpillar, 3 m airlines, all leading the charge. cat is nudging the market higher. ten-year yields up 224. german manufacturing, a pleasant surprise. the big question though, does oil once again determine how stocks are going to move today? we are going to keep our eye on that. our road map begins with the market rally built by caterpillar. the company handily beating estimates. airlines and automobiles helping accelerate those gains. results from gm, united continental and more. some mixed results in media. we'll run through the numbers from yelp, at&t, comcast, as well. first up, futures on track to open sharply higher. a big reason for the positive sentiment. blowout results from caterpillar. earned $1.72 a share in the corner well above estimates raising their full-year guidance. >> we had steady sales and steady production and getting after lean manufacturing. all our operational margins, getting good cost reduction, top line from our supply base, as well. operationally, really

i'm carl quintanilla with jim cramer, david faber back at the new york stock exchange. once again, we are watching the premarket to judge investors' reaction to that new case of ebola, this time in new york city. a lot of earnings to get to. ten-year yields down 2.24. we'll get new home sales in about an hour. gas prices at a five-year low of $3.07 a gallon around the country. our road map begins with the first case of ebola in new york sending futures lower. >> is wall street finally giving up on amazon? it was a big mix. head winds bring worries to that stock. the company poised to open down over 10%. >> value in proctor or ford or ups? those companies in the green this morning after reporting earnings, as well. >> futures are moving lower to the down side after lows of the morning amid concerns about new york city's first ebola case. a doctor tested positive for the virus after treating ebola patients in west africa. some of the gains from thursday's rally were pared back where the doctor was being tested, dr. craig spencer at bellevue hospital. had been at guinea. a

i'm david faber along with jim cramer. carl is on assignment. the latest home shiller report released. taking a look at futures this morning. we are set, poised for a higher open at this point. let's look at the ten-year note yield. how much is the u.s. government paying you? there you go. crude oil which we have been taking a lead from. >> i've got good stuff on crude. >> you do? can't wait to get to it. we start with twitter. sheriffs getting hit hard after the company reported slower growth and guidance. not good for the rest of the year. a couple of dow components reporting before the bell this morning, as well. we are going to have headlines on two big names for you. talking pfizer and dupont. plus, apple and alibaba working together. ceo jack ma -- he's not the ceo, he's the founder of alibaba. he speaks at length on that idea and we'll tell you what he had to say in a couple of minutes. far from the ceo. joe tsai is not even the ceo. twitter shares are down sharply premarket despite posting revenue that doubled in the third quarter and be

i'm carl quintanilla with jim cramer and david faber on the new york stock exchange.es made an effort at recovery. we were negative for much of the morning. slightly positive on the dow. europe still watching up to our action yesterday. the dax in germany down, up 3.5%. well into correction territory now. crude oil, fair to say in freefall. closing in on $83.61 after dropping below $85 for the first time in two years. our road map goes like this. the down draft, can it be reversed after the dow suffered the worst day yesterday? a critical u.s. open and pivotal european close. >> costco unveils the all-wheel drive and auto pilot. see the new features and reaction. >> family dollar missing estimates. >> and microsoft ceo nadella apologizes on gender and pay. reactions later on "squawk alley." >> the final day of the week that has seen the dow move more than 200 points. big duce decline, wednesday's rally, sell-off thursday of 335 points. stocks down 2% in yesterday's session. oil keeps falling down to $83.67. jim, last night you said this is not a dip, it's a wholesale

i'm carl quintanilla with jim cramer, david faber at the new york stock exchange. 248,000, the headlinen the jobs number. good revisions. unemployment at 5.9%, the first five handle in more than six years. pre-market likes it. we'll cover it from top to bottom. our road map begins where else? with the jobs number. 248,000 in september, above estimates. unemployment to 5.9%. previous months revised upwards. dow up almost triple digits. >> jm morgan victim to one of the largest cyber security hacks ever. 76 million households and 7 million businesses affected. >> new clashes in hong kong as protests take a violent turn. counterprotests storming the heart of the sit-in. >> bob iger till the middle of 2016. disney extends his contract. >> september nonfarm payrolls jumping 248,000, above forecast of 215,000. private sector added 236,000 jobs. august payrolls revised upward. unemployment rate down 0 .2 to that six-year low of 5.9%. labor force participation rate did fall slightly. earnings were a goose egg. if you're looking to quibble here, might be service is made up of almost everything.

i'm david faber alongside jim cramer. carl has the day off. we are looking for a lower open. i think that is fair to say. of course, yesterday we got the end, the end of bond buying, that is. what did it do to the ten-year yield? it sent it up a bit. more reaction in the five-year, even the two. there's the ten. you can see we are still under 2.3%. i believe we did trade above it a bit yesterday in yield. as for crude oil which has been the key to the stock market of late, you can see we are down on the all-important wti crude. let's get to our road map this morning on "squawk on the street." markets set for a lower open. even as gdp comes in above estimates. the fed outlines the end of that bond-buying program. visa and mastercard both higher premarket after reporting results ahead of the street's expectations. both companies citing higher volumes. one of the most high profile executives in the world, apple's ceo tim cook announces he is proud to be gay in an op-ed this morning. >>> the commerce department says gdp expanded at a 3.5% rate the third quarter. stronger than exp

i'm david faber along with sara eisen and simon hobbs. live from the new york stock exchanging carl's on assignment, and jim has the day off. a look at futures now. of course, we are beginning a week after what was a very poor week, at least if you were long the market. you can see we are setting up for a higher open at this point, though on friday we similarly had positive signs early but saw the s&p end the day down over 1%. for the bond market, well, you're not going to get much there it's closed in observance of the columbus day holiday. our road map this morning starts with, of course, the markets, attempting a fresh start after logging one of the worst weeks of the year. looking ahead to financial and technology earnings. >> the first case of a person contracting ebola on u.s. soil has been confirmed. a complete report in a few moments. >>> fear cry -- automobiles marking the return of a chrysler-related stock no the u.s. market. >>> in the meantime, new era here at cnbc. we have a new look debuting today from our ticker to market b

i'm david faber with jim cramer. live from the new york stock exchange. carl is on assignment. look at futures as we begin our week. we are looking for what may be a, yeah, a bit of a lower open this morning. i forgot, of course, having some trouble. for the ten-year note yield around 2.2, call it 3, somewhere in there, 2.27. below italy's yield, we've got that going for us. >> from the italian banks and the stress test -- >> the ecb stress test. >> can you imagine if we failed that many banks. >> when we think about the stress test they were an important milestone for our capital markets coming back to life. >> belittled by most commentators, 1930s-like structure by tim geithner. probably one of the better treasury secretaries. >> key moment. for ecb stress test, we'll get to that and the markets. of course, oil falling below $80. again, goldman sachs with a view 75 bucks next year. for our road map, it does start with the markets shaping up for what could be another volatile week april slew of big earnings coming in. as i said oil price forecast slashed. valeant tells allerga

that story that david faber broke last week about the five managers going to war and flying to genevat's us or bill, i don't like that story as a bond investor. i don't like chaos, controversy, any of it. i'm making 2.4% on a 10-year. i don't need the drama. frankly, if i'm a janus shareholder, i would be a seller here. i agree with that point. >> the numbers -- to get your total return, triple that yield to get the total return and 43 years, mr. gross doing that and might have been the greatest move janus makes in the history and once more, bill gross anything but low profile. he raised the stature of a single man having huge success in 43 years. he lives large and my guess is he's going to live large at janus, too. >> maybe he's gone nuts. >> much easier to manage money -- >> that was the problem at pimco. turning a battleship in a toilet bowl. i have seen a million ctas and commodities too big for the size of the market and i think that was the biggest -- >> only saying, rick, i'm only saying maybe -- >> going to be as good on the angels as he was in his previous life. guys, we'll

i'm carl quintanilla with david faber. cramer is back tomorrow.ing a fairly modest attempt at recovering the 273 points on the dow lost yesterday. the worst day for stocks in two months. corporate earnings are trickling in. fed minutes on the way this afternoon

faber is on assignment. probably the busiest day for earnings.pillar, 3 m airlines, all leading the charge. cat is nudging the market higher. ten-year yields up 224. german manufacturing, a pleasant

david faber will be with us later on with gin my rni romett. ibm had a miss. big week of earnings. of the s&p concludes this week. including apple

i'm carl quintanilla with jim cramer, david faber back at the new york stock exchange.watching the premarket to judge investors' reaction to that new case of ebola, this time in new york city. a lot of earnings to get to. ten-year yields down 2.24. we'll get new home sales in about an hour. gas prices at a five-year low of $3.07 a gallon around the country. r

i'm carl quintanilla with jim cramer, david faber at the new york stock exchange.ff set to take place at the open. s&p futures down about 20 handles. whether that's due to the second case of ebola in texas, the ten-year, or m&a beginning to crack, we'll see. crude oil a big part of this. just a stone's throw from $79. sharp moves in the market. futures firmly in the red. crude continues its slide.