Market moving insight and analysis join Jim Kramer, David Fabry, and me, Carl Kintanilla, on the opening bell hour of CNBC Squawk on the Street. Good Friday morning, welcome to Squawk on the Street. I'm Carl Kaintea with Jim Kramer, David Fabry, at post-9 of the New York Stock Exchange. Future is trying to steady after the Dow's worst session since September 23rd. Government shut down in day 10, although it looks like we might get CPI in time for the next Fed meeting.

Ten year back below 4-1 on continued consumer jitters. Our roadmap begins with the record run for stocks as this bull market does turn three years old.

We'll discuss how much further it might run. Newsflash, Nvidia, is one of the stocks that has led the way in this rally.

The stock is hitting new highs.

It's in fact getting kind of close to that $5 trillion market cap number.

And a list of candidates for the next Fed chair is down to five from 11.

This is after a number of interviews with the Treasury Secretary Scott Bessent, who will be a key in that decision.

Of course, the president is the first key.

Let's begin with the markets as we approach the third anniversary of the bold run here on Wall Street.

Jim, we've crunched some numbers, and we can take a look at how much things have gained in that time.

Right. I think that we're back, unfortunately, in that period where we started were

in bottom, were the hyperscalers. And now, what we were saying the other day, the hyperscalers

are still there. We still care tremendously. And then there's the companies that in Silicon Valley

would say pre-revenom. And then there's the vast majority of the

market that actually did bottom, but is now finding its way back to those levels, quietly

giving up the goes. So you'll have like an advanced micro that is just up dramatically.

But then you'll have the home builders, which are really threatening to completely roll.

The retailers act so badly.

Most of the drug stocks are horrendous.

There's a huge percent of the market that I regard to the bear market now, which is really

crazy because we're at the average center.

Fantastic.

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