Good Wednesday morning again. Welcome to Squawk on the Street. I'm Sarah Eisen with

Carl Cantanilla live from post nine of the New York Stock Exchange. Today, Wall Street

anxiously awaiting two big tech stories. Invita's results and an expected record-breaking IPO

prospectus from SpaceX. We'll ask one top strategist, how best to be

positioned into these big events. Mercedes looking to fill a void in the high-end EV market.

We will ask the company's CEO why the automakers doubling down on EV demand, even as higher

EU tariffs still loomed. And it's a rare public market debut for an investment bank here at the

big board today. As we await the first trade, we'll be joined by the CEO, boutique firm Liberty

International. Some enthusiasm for equities ahead of NVIDIA's print tonight. We're back above 7,400 on the

S&P, Dow up almost 400, VIX below 18. A little bit of relief in yields today, although we'll get a 20-year

bond auction at 1 o'clock. And we did roll over to the July contract on West Texas that briefly

dipped below $100 a barrel. Let's start with two big tech stories investors watching today.

Our Christina Parts and Nebulos covering Nvidia earnings tonight. And Leslie Picker on the

SpaceX IPO, where the company expected to disclose its prospectus as soon as today. Let's begin

with KP on today's tech check. You've been watching sort of how volatility has been measured in the past,

KP. Yes. And Carl, before I actually get to that, I just need to get to some breaking news.

So Samsung Electronics and its largest labor union just reached a last-minute deal about an hour and a half before deadline averting an 18-day strike that threatened global memory supply.

So it is a big relief for chip supply or the chip supply chain heading into tonight.

And surprisingly, Micron and Sandusk are

still holding up strong and positive territory. Now, to your point, to Invidia, nobody's really

debating whether Nvidia beats. They've done it the 18 out of the last 20 quarters. The biocide is

already running $81 to $82 billion in revenue expectations with a July guide north of $90 billion. So the beat, dare I say,

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