Market moving insight and analysis. Join Jim Kramer, David Faber and me, Carl Cantonia, on the opening bell hour of CNBC Squawk on the Street. Good morning and happy new year. Welcome to Squawk on the Street in a new year. It's 2026, I gotta get used to that. I'm David Faber, Sarah Eisen, of course, next to me here, live from Post 9 at the new york stock news chain jim and carl

finishing their week off we're all back together on monday let's give you a look at futures

before we get started with the first trading session of the year and we are looking for a higher

open after of course strong performance in our markets and many others around the globe in 2025.

Our roadmap begins with tech stocks.

Of course, will they continue that rally from last year?

NVIDIA, Apple, Alphabet, Microsoft, all are trading higher in the pre-market.

Plus the EV trade.

Tesla duet with Q4 delivery numbers facing increased pressure from the Chinese brands

with VYD on track to become the world's top EV seller. And President Trump delaying some expected

tariff increases for things like upholstered furniture, kitchen cabinets, vanities, even pasta.

We'll dig into what it means for the macroeconomic picture and for the stocks impacted.

All right, let's start with the markets, of course, as we begin 2026.

Major indices are coming off what was the sixth positive year of the last seven.

The S&P ended the year.

There are the final number.

16.39% was the gain there.

The NASDAdaq of course

uh... a bit higher twenty point three six

for the gains and as we talked about on

wednesday very strong here and very strong in many other markets around

the world just heard

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