Clinton conflicts; six-alarm fire in NYC; latest Fox News polls cut; Fox poll: Clinton leads; Italy hit by two earthquakes; Tackling

WITH-MARIA-00

MARIA-00

Fox poll: Clinton leads; Italy hit by two earthquakes; Tackling

Infrastructure; Hoodies Made In America - Part 3>

Hilsenrath, Wilbur Ross, Bayard Winthrop>

Products; American Giant>

In Asia, in China particular the market is very strong, particularly as we go into the last quarter as that last quarter of what they call the purchase tax reduction is in effect. And so we think Chinese consumers can continue to come into our show rooms. Our sales have done very well there.

And in South America, it still continues to be very tough based on the economic environment there but we are seeing signs of stabilization.

BARTIROMO: All of this while you have been investing a whole lot in well, autonomous cars, in new technology. Tell us where you are in that cycle in terms of investing in these things and what that will look like. How does Ford look different two years out?

FIELDS: Well, we are making a lot of investments in what you call the emerging opportunities while at the same time making sure our core business is very strong and vibrant. We mad a couple of announcements during the quarter. We announced a shuttle company in San Francisco and we will be rolling this dynamic shuttle company out over six cities over the next 18 months.

And so our approach very simply as a company, our strategy and we talked about this on Investor Day is to strengthen -- fortify our strengths around trucks and performance vehicles and utilities but also transform the underperforming parts of our business whether it be some, you know, small vehicles or some select emerging markets and then grow in these emerging opportunities which you mentioned which is really around investments in electrification, in mobility and autonomous vehicles.

And we made the announcement during the quarter that in 2021 we will have a fully autonomous, what they call a level 4 vehicle where the driver or the passenger doesn't need to take control in the market in a ride-sharing or ride-hailing service in 2021.

BARTIROMO: That's pretty incredible. What kind of an impact is that going to have, do you think? I mean when you look at the overall earnings story, what part of it is that in two or five years out -- two to five years out?

FIELDS: Well, when you look at five years out clearly we're going to be growing these emerging opportunities as a significant part of my business. Right now it's not material because we're making those investments.

But when you think about autonomous vehicles the impact that can have from a societal stand pack (ph), from an environmental stand pack and its safety impact, we believe that the automation of the vehicle is really going to be the story over the next decade and could have just as much fundamental change on society as Henry Ford's original moving assembly line.

BARTIROMO: Yes. It's pretty extraordinary.

Mark -- let me ask you about this election now, just 12 days away. I want to ask you about Donald Trump and his plans. He says it's companies like yours manufacture in Mexico. He's going to tax any cars coming back into the U.S. Filmmaker Michael Moore says Trump will win the election because he appeals to blue-collar workers on this issue.

I want you to listen to this. This is from Michael Moore. I'll get your reaction.

(BEGIN VIDEO CLIP)

MICHAEL MOORE, FILMMAKER: Donald Trump came to the Detroit economic fog (ph) and stood there in front of a Ford Motor executive and said if you close these factories as you're planning to do in Detroit and build them in Mexico I'm going to put a 35 percent tariff on those cars when you send them back and nobody's going to buy them.

It was an amazing thing to see. No politician, Republican or Democrat, has ever said anything like that to these executives. And it was music to the ears of people in Michigan and Ohio and Pennsylvania and Wisconsin.

(END VIDEO CLIP)

BARTIROMO: He calls those the so-called Brexit states. So were you in that meeting when Trump said all of those things, by the way, Mark?

FIELDS: No, I was not in that meeting. I was not in that meeting but, you know, our stance is pretty simple. We invest heavily in our home market here. We've created over 28,000 jobs since 2011. We employ more hourly workers than any other automaker here in the U.S. We produce more cars than any other automaker here in the U.S. And we're going to continue to invest.

At the same time we are a global company. We've been in Mexico for 90 years. Regardless, you know, what's said on the campaign trail sometimes is different than when ultimately you govern. And I think we have a proven track record as a company of working with elected officials and policy makers from whatever party they come from and we will do that whoever is elected coming out of the election.

BARTIROMO: But you also have talked just recently about moving plants to Mexico to make it more attractive. What will you do specifically if Trump wins the election? Will you change your business model? If he does put a 35 percent tariff on cars.

Well, it's a big hypothetical question. And you know, right we are running the business for the long-term. As always we look at the business environment on a continuous basis and if we see the business environment change, clearly we are going to have to understand what that means for our business.

But, you know, it's a big hypothetical. Let's get through November 8 and let's see who wins and then we will go from there.

BARTIROMO: So in other words, if we were to see Trump win and him talk about that 35 percent tariff that's something that an automaker cannot swallow? I mean who's going to buy cars if their 35 percent higher in price.

FIELDS: Well, I think overall every business has to look at the business environment and look at what's going on. And we're like every other business in that regard. So, as I said, we will see what happens after the elections and again we have a very good track record of working with whatever administration is in office at the time.

BARTIROMO: In terms of the actual production, is it that much more profitable when you do have labor outside the U.S.? Explain that to the public because this is such an emotional subject. People get angry when they hear that jobs are going to Mexico, are going to China. Can you explain to us why this is so important for companies to be able to have some workers overseas? Explain to us what is happening right now?

FIELDS: Well, first off, I just want to clarify no U.S. jobs are going overseas. We're actually -- of the vehicles that we're taking out of the plant in Michigan, we're actually putting in two new very exciting plants. So that's actually going to be good news for our workers here in the U.S.

But overall, you know, customers want a certain amount of value when they're -- paying a certain level of price depending upon the vehicle that they're producing -- or purchasing. We want to make sure as a company we're providing that right value so that we can earn a return on it.

Those profits come back to here in the U.S. where we can then reinvest in the business and make those decisions to continue to invest here like the U.S. where 80 percent of our North American investment, of capital expenditures, is right here in the U.S. and over 95 percent of our engineering is done here in the U.S.

BARTIROMO: Understood. And those jobs are actually high paying jobs when you look at engineering jobs -- certainly given your technology.

FIELDS: Exactly.

BARTIROMO: Mark -- good to see you. Thanks so much.

FIELDS: Thanks -- Maria.

BARTIROMO: We appreciate it. Mark Fields joining us there -- CEO of Ford.

Coming up -- the Pentagon ends its fight to claw back enlistment bonus from California soldiers. The new plan to resolve the controversial issue is coming up.

Plus Arby's beefs up its menu with venison. But you'll have to go hunting for it. Which states will carry the new option?

Back in a minute.

(COMMERCIAL BREAK)

BARTIROMO: Welcome back.

The Pentagon suspending its efforts to make California National Guard troops who served in Iraq and Afghanistan repay those enlistment bonuses.

Cheryl Casone now with the details. Wow --

CHERYL CASONE, FBN CORRESPONDENT: Yes.

BARTIROMO: Reversal here -- Cheryl.

CASONE: Big time -- Maria.

You know, Defense Secretary Ash Carter is now bowing to criticism over Pentagon efforts to claw back enlistment bonus mistakenly given to California National Guard members during the Iraq war. Carter ordered the suspension following angry reaction from the public and Congress. The "L.A. Times" first reported the Pentagon was demanding the money back from about 9,700 California Guardsmen who received the payments between 2006 and 2008. This announcement suspends all collection efforts while the Pentagon and Congress look for a long-term solution.

Well, Wal-Mart unveiling new plans for this holiday shopping season. The company -- these are the outfits actually -- the company's going to make tens of thousands of additional online items for (inaudible) or pickup and they're going to be offering these greeters in all of their 4,000 plus stores.

They've got the yellow vest, the red Santa hat. They want to make it more of a fun experience for you to go to Wal-Mart and shop at Christmas. And they've been trying to fix up the stores, as you know, to compete with Target -- Maria. So this is one of the places they're going to be doing it.

Also, these brick-and-mortar retailers, you know, they have been competing at particular Wal-Marts and Target with Amazon. So they're really hoping that this new plan is going to really bring in folks and make things more fun. They're going to have a lot more lower price items, lots more deals and they also said that all customers should expect more consistent pricing within the stores. We'll see happy people in Wal-Mart -- there you go.

OK, Arby's marking the start of deer hunting season with a venison sandwich. They're testing it in several states in deer-hunting areas; heavy deer-hunting areas -- Wisconsin, Michigan Tennessee, Georgia. The meat is going to come from free-ranged farmed deer. One location in Tennessee is going to have the venison sandwich as early as next week. The others are going to get them in November. It's also got a cranberry sauce on top of it. Details nobody needs.

OK. And then listen up all you Pokemon fans. The Pokemon Company is celebrating the 20th anniversary of the first release of its Pokemon trading cards with the reissue of the very first Pikachu card. And get this -- it's made out 24-karat gold. The card used 11 grams of gold, comes complete with an acrylic display. The price tag -- $1,900 for all of you Pokemon folks.

And if you're really in the mood to buy some Pokemon merchandise, check out this. This is the watch -- the limited edition Pokemon watch. Watch maker Romain Jerome is the name behind the time. They can be yours for just a $20,000. Maria - if you want it, you're going to have to move fast -- only 20 watches are going to be made. And you could get it from Nat for Christmas be (inaudible) in the studio all the time and plays Pokemon Go.

BARTIROMO: Yes. $20,000.

MCDOWELL: Would you like me to weigh in on the venison sandwiches from Arby's.

BARTIROMO: Yes. It makes me think of my cousin Vinnie movies. Go ahead.

MCDOWELL: They're very -- venison is very lean and if it's farm-raised it probably won't be that gamey. But certainly people who are from areas of the country where they hunt frequently they would certainly opt for venison.

TIMPF: I like venison but I don't --

KELLY: From Arby's though --

TIMPF: It seems like sushi at McDonald's.

KELLY: That seems like sacrilegious to me.

MCDOWELL: If you don't eat at Arby's anyway.

TIMPF: No. That's true.

MCDOWELL: There you go.

BARTIROMO: Thank you for that.

MCDOWELL: Venison is delicious, even though I'm a vegetarian now, I would tip my hat to some deer meat at Arby's --

BARTIROMO: Cool.

MCDOWELL: -- if I still did.

Next up, Twitter releases its latest earnings amid buyout and layoff rumors. We've got the numbers here -- it's better than expected -- 13 cents a share. Actually it's 9 cents a share.

Then a singer silenced. Why the 76ers canceled their national anthem performance during last night's game.

Back in a minute. (COMMERCIAL BREAK)

BARTIROMO: Welcome back.

Twitter just reporting third quarter earnings. The company says growth is slowing. It is confirming it will cut 9 percent of its workforce. Still the numbers are better than expected and the stock is trading up.

Kevin Kelly -- your reaction overall.

KELLY: Yes. I think the important thing today on the call is the post M&A guidance and where they're really going to take this company. They have had a very hard time growing users. Jack Dorsey said it himself that this is the people news network. It's not really a social media company.

People aren't really interacting. They're just posting and looking at other people's stuff so there's not really a big user engagement. They have about 314 million users. That pales in comparison to Facebook where a lot of people are getting --

BARTIROMO: A billion a day.

KELLY: -- yes, exactly. And people are logging in daily into Facebook. They're not doing that on Twitter. So we got to see what Jack Dorsey's going to do but the problem is he's actually the CEO of another company. And that's really hard --

BARTIROMO: Square.

KELLY: Listen --

BARTIROMO: He founded both.

KELLY: Yes, you have a fiduciary obligation to your shareholders to operate in its best interest and I don't think it's a good thing that he's the head of two companies. The last thing I would like to note is that Instagram for instance has 500 million users. So we're talking about they have to find a way to turn the growth on.

And so it's not good. And you're seeing in the share price especially because people thought it would've been better in someone else's hands. That's why the stock rose --

BARTIROMO: Not just growing the business but also figuring out a way to monetize the business.

KELLY: Right.

BARTIROMO: Dagen -- I mean this is an advertising -- the sector is an advertising business but we don't see the ads on Twitter.

MCDOWELL: And nobody does advertising -- targeted advertising better, in my opinion than Instagram, which by the way is owned by -- well Facebook owns Instagram. So that flows right through to Facebook's bottom line.

But because again, the engagement that an individual has on Instagram is altogether different than the way that people interact on Twitter. Twitter -- it's hard to tell based on an individual account what someone's interests are other than --

BARTIROMO: What they're going to buy.

MCDOWELL: -- maybe politics. Or what they would buy.

BARTIROMO: In 140 characters.

MCDOWELL: I had been served ads for like men's deodorant -- things like that on Twitter.

TIMPF: With Facebook it's like are you watching me at my apartment. I mean I know they have the search history but still the ads are always out there.

KELLY: Right. And Twitter's now trying to do --

BARTIROMO: -- exactly what you're doing or what you want to do.

TIMPF: Exactly.

KELLY: Twitter is trying to transform and do the live streaming so they've done that with NFL games, they've done it with the debates and those have gone over very well so they are trying to push and grow in that area and I actually live streamed one of the debates and it came off picture-perfect. It went really well and you got to see what people were talking about in the hashtags and it was actually pretty entertaining. But it goes back to monetizing this asset and they just don't know how to do it.

BARTIROMO: Meanwhile there's Snapchat. Let's take a look at these projections; Snapchat apparently looking to raise as much as $4 billion for an IPO. According to the reports, the company is going to go public -- it means the IPO could be valued at $25 billion.

Wow. Well, good thing they said no to a $3 billion takeover a couple of years ago -- right.

KELLY: Yes.

BARTIROMO: $25 billion -- they're valuing themselves.

KELLY: And the user engagement on this is spectacular. So you're seeing - - they're generating tons of revenue and they're actually dictating terms to their content providers and people are using this multiple times a day. And this really speaks to the value. It's worth more, this valuation is worth more than Twitter.

TIMPF: Some people use it all but day. You know I found out when somebody who's already got their Snapchat on all the time -- it's actually kind of annoying. But if you're out and all the time everything they're Snapchat - -

(CROSSTALK).

KELLY: Yes, you're like can you just enjoy life.

TIMPF: Like it just gets deleted so I feel I can post whatever I want. I can just --

BARTIROMO: But millennials in particular --

TIMPF: They use it all the time.

BARTIROMO: -- use Snapchat over a lot of other things. What's your favorite?

TIMPF: I love Twitter but I mean I work in media news so I think it's a little different. But most people like Snapchat.

BARTIROMO: And Instagram.

TIMPF: A little younger like my brother, my younger brother and sister who are in their early 20s they love Snapchat and Instagram.

MCDOWELL: I love Instagram.

BARTIROMO: I do, too.

KELLY: Yes.

BARTIROMO: I'm just completely obsessed with Instagram. And really goes to my personal interest -- photography, rock 'n roll and dogs. Pretty much politics. That's my life.

KELLY: Instagram could copy the Snapchat. They copy the stories so you're seeing a lot of copying happening in Silicon Valley because those users are worth so much. And they're going to fight --

TIMPF: There are so many young people too who are like me and my friends are so money. We should have our own reality show. Like, how many times have you ever heard someone say that? Now they actually start doing that.

MCDOWELL: That's the problem with millennials. They actually get jobs and then they come to work to think the camera should be following them around.

BARTIROMO: You're right.

We'll take a short break.

Then more on the election -- I mean literally. Michael Moore, the controversial filmmaker giving his take on why Trump will win the white house in less than two weeks.

Plus the Cubs come one step closer to breaking the curse. Chicago gets their revenge against Cleveland in game two of the World Series. We'll bring it to you -- next.

(COMMERCIAL BREAK)

BARTIROMO: Welcome back and good morning. Thanks so much for joining us. I'm Maria Bartiromo and it is Thursday, October 27th. Your top stories right now, 7:30am on the East Coast. Here comes Trump, new Fox News poll show that the republican nominee is gaining on Hillary Clinton. Now with just two -- less than two weeks away from election day. Both candidates hitting the campaign trail, pushing for last second votes and piece swing states.

(BEGIN VIDEO CLIP)

HILARRY CLINTON (D), PRESIDENTIAL CANDIDATE: At the very moment that Donald Trump was making this unprecedented attack on our democracy we'd have millions and millions of people registering to vote -- this is really exciting.

DONALD TRUMP (R), PRESIDENTIAL CANDIDATE: My theme today is five words: Under budget and ahead of schedule, that's what we did, so I'm on board with it. We don't hear those words to often in endabberment.

(END VIDEO CLIP)

BARTIROMO: We are breaking down the top issues on voter's minds this morning. As they get ready to head to those polls in less than two weeks. Twitter earnings just hitting the wire. The company beating on both earnings and revenue. But it did confirm it plans to cut 9% of its global workforce. The stock is looking higher. Border Markets this morning, look like this. Earlier we had some real volatility in the market and we are looking at a firm positive showing right now. With the highs of the morning after we saw another deal announced. Qualcomm acquiring NXP for 47 billion dollars, that helped U.S. markets that's when we saw the markets move to the highs of the morning. In Europe, stocks are trading near the flat line. Take a look. Good news for the UK this morning, the economy grew at a faster pace than expected, they had their first GDP rating out of the UK since they voted to exit the European Union. In Asia, overnight, markets mostly lowered, disappointing economic data out of China.

That weighed on markets as you see there it's fractional moves but larger to the downside. Looking to relocate? You might want to consider the Northwest, the region among the top emerging areas for real estate but it's not number one, the top city where you may want to look to buy coming up. And the Cubs take one in Cleveland. The highlights says, "They even in the world series at one game apiece." We will bring you the detail from last night's big showing. Plus, could we soon see a Facebook Field or Snapchat Stadium? Why one Silicon Valley investor is reportedly considering a big investment in the sports world. As political pundit's looks to poll numbers as a preview of Election Day, film maker Michael Moore is looking at the people behind the numbers. His new anti-Trump documentary, "Michael Moore in Trump Land" makes the case for Hillary Clinton but explains why Trump supporters are the reason more things the Republican nominee will actually win this election. Listen to this.

(BEGIN VIDEO CLIP)

UNIDENTIFIED MALE: Donald Trump came to the Detroit Economic Club and stood there in front of a Ford Motor executive and said, "If you close these factories as you're planning to do in Detroit and build them in Mexico, I'm going to put 35% tariff on those cars when you send them back and nobody's going to buy them. It was an amazing thing to see. No politician Republican or Democrat has ever said anything like that, to these executives. He is the Human Molotov Cocktail that they've been waiting for. Although they lost their jobs, although they've been foreclosed on by the banks next came the divorce and now the wife and kids are gone the car has been reposed they haven't had a real vacation in years they are stuck with this Obamacare Bronze Plan where you can't even get a (BLEEP). They essentially lost everything they had except one thing, the one thing that doesn't cost them a cent and is guaranteed to them by the American Constitution the, "Right to Vote".

(END VIDEO CLIP)

BARTIROMO: That emphatic acknowledgement from Michael Moore is now going viral on the internet after fans added music, they added moving images or Trump supporters to the original version. Here with me right now is Telecom Union worker David Kemper. David, good to see you, thank you so much for joining us.

DAVID KEMPER, TELECOM UNION WORKER: Good, good. How are you doing?

BARTIROMO: So you were a democrat but you said that you will be voting for Trump now?

KEMPER: Correct.

BARTIROMO: Why?

KEMPER: Actually, the last couple of elections I have been leaning more towards the conservative ticket for just the way -- with dealing with my -- some of my Union Issues. I believe he is talking about the economy and job growth, safety for my family, talking about the national debt.

BARTIROMO: You know, it's interesting, because when you look at polls, actually, people trust Trump more than they trust Hillary when it comes to the economy. We are looking at this new Fox News poll and he gets 50 percent on the economy, she gets 46 percent. He's talking about rolling back great regulations, talking about cutting taxes, you're a believer, you do believe that, that will move the needle on economic growth.

KEMPER: Yes., I do. Originally back in 2002 when there was Ross Perot against Bush and Clinton, I did vote for Perot. He was a businessman and I thought he was going to clean up Washington. Now 20 years later, we have Trump and I'm looking for an outsider, someone who's going to clean up Washington. Provide us with decent healthcare, good jobs and want to address this National Debt that keeps polluting.

BARTIROMO: Do you think more of your colleagues in unions are doing the same thing? What's your sense from the Unions in general because we all know that broadly speaking it feels like the Unions are in Hillary's camp but maybe not?

KEMPER: From what i hear from a lot of my union's -- friends a lot of them are split. You have the strong Hillary supporters, the strong Trump supporters and you still have a lot of undecideds. You have some that just say, "I cannot vote for Hillary and I cannot vote for Trump." but the Trump factor is that he's talking about jobs he's talking about the economy, he's talking about health care. I know, with us personally, my family is health care it's one of our biggest issues where we have to actually get a second job in order to pay for some of the health care costs because we are on the high deductible plan.

BARTIROMO: Wow and that's another part of the documentary. Michael Moore explains why Trump's unfavorability is his strength, not his downfall and he also talks about the cost of Obamacare. Listen to this one I want to get your reaction.

KEMPER: OK.

(BEGIN VIDEO CLIP)

UNIDENTIFIED MALE: There's more of a former middle-class than there are in the millionaire class. So on November 8th the dispossessed will walk into the voting booth, be handed a ballot, close the curtain and take that lever or (BLEEP) and put a big X in the box by the name of the man, whose threatened to up and then overturn the very system that has ruined their lives, Donald J. Trump. They see that the elites who ruined their lives hate Trump corporate America hates trump, Wall Street hates Trump, the career politicians hate Trump, the media hates trump, Joe Blow, Steve Blow, Bob Blow, Billy Blow, Billy Bob Blow, all the Blows, get to go out and blow up the whole system because it's your right. Trump's selection is going to be the biggest (BLEEP) ever recorded in human history and it will feel good.

BARTIROMO: Wow, that was powerful and it's from Michael Moore's Documentary. David, do you agree? Do you think his unfavorability is actually attracting Union workers, just like yourself?

KEMPER: I believe so, yes. People want to hear what the issues are. It's when you turn on the news now you're hearing it's always like, "I gotcha, gotcha, gotcha." I've turned off the media. I have nothing against you show anything but I've just stopped watching to hit pieces on each other. I want to know what the issues are and he's the one who's talking about the issues: jobs, healthcare, the economy, the debt, safety for my family and that is something that has been really enticing, I know, to my family, and a lot of my co-Union members too.

MCDOWELL: David, every member -- (CROSSTALK) I was just going to ask you, it's Dagen McDowell, every member of the political class, really member of the media, we are all trying to gauge how many people are going to come out of the word work to vote for Trump, who are not being polled. Do you have a sense of all your friends and family members and -- who will -- who actually will go and vote in less than two weeks?

More