Market Insight and Analysis. You're listening to the opening bell of CNBC, Squawk on the Street.

Good Monday morning. Welcome to Squawk on the Street. I'm Carl Keatsineo with Jim Kramer, David Faber, Post-Nine, of the New York Stock Exchange.

Bulls try to reclaim some of Friday's route, as it is a key week for markets

with fresh inflation reads, Apple's Developers Conference, the biggest IPO raise of all time,

and the first missile strikes between Israel and Iran since the ceasefire began on April 8th.

Brent got to 96 this morning, 10- year got close to 4-6.

A roadmap begins with tech stocks aiming to bounce back after the NASDAQ had its worst daily performance in more than a year.

Marbel and Micron lead the rebound.

Plus, it is Tim Cook's last worldwide developers conference where Apple is expected to unveil a slate of new AI features.

We're going to get you ready for that.

And the countdown is underway for the massive SpaceX IPO. Of course, the company is set to hit the public markets this Friday. Let's begin, though, with the markets after Friday's sell off,

which did include the semis posting a double-digit decline, Jim, Philly Sox, down 10.

That's the fourth worst ever decline for Phillies.

It was terrible. And I think that people are starting to key on the proclamation was just very disappointing.

And look, my chapels are some Brooklyn. We haven't broke up forever and totally

even hot-tint. But the fact is, is that they did not have the numbers that we thought they

would have, which then reverberated and just thinking maybe Google did another numbers that

it thought it was going to have, which then made people say, you know what? Maybe people don't want

a homemade TPU. They want an actual GPU, which then resonates all the way, David, to Jensen Wong and Invita, a positive from Vidia, even as a lot of people feel, you know what, Jensen's starting to talk, you know, he anointed Marvell, good that it was out of the S-P, but he's become, you know, he's got some good deals in Korea, but he's become the chief proselytizer for the group, and I don't know if I want that. And why wouldn't you want that? Because I think you got to speak softly and carry a big stick. I don't want him to be out there saying the group is good. I want others to be out there saying the group is good because I'd rather have Elon must say,

you know what, I bought all these GPUs and it's been really great and therefore people ought to be

thinking about this on the revenue stream. Stop tabbing me as being somebody just wants to get,

dig up Mars. I mean, Friday was obviously a day that got a lot of people's attention.

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