SpaceX shares jumped after it reported surging revenue growth and Elon Musk floated a potential merger of the company with Tesla. Altimeter Capital’s Brad Gerstner says Musk needs to make sure a deal is fair for Tesla shareholders and expects at least a 30% premium to where the stock trades today. United Airlines slashed its profit outlook as fuel costs continue to bite. CEO Scott Kirby says airfares will have to go up in order for carriers to be profitable.

Brad Gerstner - 
Scott Kirby - 

In this episode:
Brad Gerstner, @altcap
Phil LeBeau, @Lebeaucarnews
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Ryan Anastasio, @Ryan_Anastasio

The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26

Squawk Pod is a daily, guided curation of the top moments and takeaways from CNBC’s flagship morning show, “Squawk Box”, anchored by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Each day, the podcast includes news making interviews, perspective and analysis from iconic guest hosts, and slices of debate and discussion—from the heated to the hilarious— all wrapped with exclusive context and color from Senior Producer Katie Kramer.