Squawk Box✓

"We have a PR issue with how data centers have presented themselves," says Plexo’s @lo_toney.

Lyft CEO David Risher on Q3 results, consumer demand & impacts from higher oil prices:

.@RonBaronAnalyst: there will be "significant" space-based data center capacity in 2028.

.@RonBaronAnalyst says he'll support a merger of @Tesla and @SpaceX, or a decision by the companies to stay separate.

.@RonBaronAnalyst says the potential for Democrat-led investigations into @elonmusk doesn't factor into his investment decisions. "He hasn't done anything wrong," Baron says.

Legendary investor @RonBaronAnalyst on @elonmusk: "He's probably the only person in this country who is able to build things at scale at attractive prices."

"Investors are starting to understand that we have a very broad platform," says @moderna_tx CEO Stéphane Bancel, laying out the company's efforts in infectious disease vaccines, cancer vaccines, and rare diseases.

Wolfe Research’s Chris Caso on chip stock volatility and what the midterms mean for the sector:

.@mansourtarek_ discusses midterm election volumes for prediction markets & the future of regulation:

Expedia CEO Ariane Gorin on AI & travel booking: “If something goes wrong, someone's going to either solve it for you, answer the phone, be there for you. I don't think those agents are going to do it for you.”

"AI Native" author Kai-Fu Lee argues AI is now so smart it doesn't make sense for CEOs to ask it to help with customer service or document checking.

.@Hilton is changing its stock listing to NASDAQ today. CEO Chris Nassetta explains the move.

Uber CEO @dkhos breaks down the company’s mixed Q3 results as he says the rideshare giant saw “more demand than supply”.

AMC's @CEOAdam highlights the theater chain's four-year road back from a nearly "catastrophic" financial picture to what he says is now "a normal balance sheet."

"I really think AI is such a positive for us," says Booking Holdings CEO Glenn Fogel on the technology's impact on its travel businesses.

“I think relative to OpenAI, it’s a pretty efficient business,” says @Jessicalessin of Anthropic ahead of its IPO:

"This election was not about AI, it wasn't about data centers," says Piper Sandler Head of Policy Research Andy Laperriere following the Democratic sweep. "What we saw last night was all about Donald Trump."

.@ddmorganindc of @heritage on the impact of the Iran War on the Democratic midterm wave:

.@FrankLuntz on the biggest takeaways from midterms & his latest focus group of Trump voters: "I see this as profound disappointment."

.@yardeni post midterm elections: "I'm fundamentally bullish on the markets."

TD Cowen’s Joshua Buchalter breaks down AMD’s Q3 results:

"The GOP couldn't have run a worse candidate than Ken Paxton," says @Jkylebass following James Talarico's Senate win in Texas.

"It's the broader market that's going to carry us forward," says Nuveen's Saira Malik on stock trajectory following midterms.

Evercore's Roger Altman on the impact of Democrats flipping the House & Senate: "Markets have always loved divided government."

Former Congressman Kevin Brady on key issues facing voters & the Texas Senate race:

"The average citizen today is unhappy with their financial position, and we saw it," says Fmr. NEC Director @Gary_D_Cohn. "When people are unhappy, they vote for change."

Fmr. Transportation Secretary @PeteButtigieg on midterms: “People are fired up for change.”

"I think what the American people showed is that they're exhausted by the broken promises," says Maryland Governor @govwesmoore: