Tech Earnings Reaction, Q3 All-America Survey, Hormuz Chokepoint Check 10/22/26

Stocks are tumbling on renewed concerns around spending by artificial intelligence companies, while oil prices jump as geopolitical tensions rise. Kelly Evans and Brian Sullivan speak with Needham Senior Internet Analyst, Laura Martin, to get her key takeaways from Meta’s latest earnings report and hear whether investors should be buying into the stock. CNBC’s Steve Liesman joins the anchors on set to report on the latest CNBC All-America Survey which focused on consumer opinions on AI and data centers ahead of next month’s midterm elections. Later, Kpler Head of Commodity Research, Matt Smith, also joined the show in-person to break down the latest global energy headlines as Brent Crude oil prices jump to their highest levels since May.