On a busy earnings Thursday, David Faber and Jim Cramer delved into results from a trio of trillion-dollar companies: Tech under pressure after Alphabet shares tumbled on a Q3 miss which included a slowdown in search advertising sales growth; Microsoft shares rose on a quarterly beat driven by cloud revenue growth; Eli Lilly CEO Dave Ricks joined the program exclusively to discuss the pharma giant rallying on better-than-expected quarterly results — which were fueled by demand for weight-loss drugs. On the M&A front: DoorDash agrees to acquire Instacart in a $17 billion deal; Marvell reportedly in talks to buy Lumentum. Also in focus: Caterpillar tumbles; ServiceNow and Fortinet plunge; Oracle's free cash flow update; Reaction to earnings from the likes of FedEx, T-Mobile and Chipotle. Squawk on the Street Disclaimer