9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26

Pershing Square Founder & CEO Bill Ackman joins from Tel Aviv to discuss the bull case for investing in Israel and the broader investment landscape. Then, Roundhill CEO Dave Mazza joins to discuss the latest round of tech earnings and where he sees opportunity. Plus, we bring you the details of a new security flaw that was uncovered in the software that runs most of the internet.

Stocks come under pressure as renewed Middle East tensions push oil higher and concerns over AI spending weigh on tech. On today’s Squawk on the Street, we break down earnings from Meta and Tesla, including Meta’s new share structure, speculation around a potential Tesla-SpaceX merger, and the latest on AI capital spending. Plus, IBM CEO Arvind Krishna explains why he believes the company’s business remains resilient despite growing concerns about demand destruction.

Carl Quintanilla, David Faber and Michael Santoli delved into AI trade weakness, including why Meta and Tesla shares fell despite both companies posting Q3 beats. The anchors reacted to what Meta CEO Mark Zuckerberg and Tesla CEO Elon Musk said on their respective earnings calls. On a rough day for the chip sector, CNBC's Arjun Kharpal interviewed Nvidia CEO Jensen Huang at the company's GTC conference in Berlin. Also in focus: Meta's new class of stock to fund AI spending; Buzz surrounding a potential SpaceX-Tesla merger; IBM earnings reaction; The "Tide" is high for P&G; Lockheed Martin rallies; Airline earnings impacted by fuel costs; Oil prices surge on Middle East tensions; Barclays and the job cuts parade; Carriers cut the price of Apple's foldable iPhone Duo ahead of its Friday in-store debut.

Kroger CEO Greg Foran joins to discuss inflation, the consumer and their new $5 billion investment plan announced at their investor day yesterday. Then, NHL Commissioner Gary Bettman speaks about the future of the league's TV rights, the impact of sports betting and much more. Plus, we speak to Oppenheimer analyst Timothy Horan about SpaceX's earnings, which have the stock surging today. Squawk on the Street Disclaimer

Is a merger between SpaceX and Tesla inevitable? Early investor in both companies, Peter Diamandis, weighs in on a potential timeline and the market opportunity ahead for SpaceX, as the tock jumps after earnings. Then Netflix’s former head of content acquisition on how the company can win back viewers following a disappointing quarterly report. And the CEO of Philip Morris, owner of brands like Marlboro and Zyn, his first reaction to earnings as the stock slips despite a beat. Squawk on the Street Disclaimer