Market moving insight and analysis.

Join Jim Kramer, David Faber, and me, Carl Kintania on the opening bell hour of CNBC Squawk on the Street. Good Monday morning. Welcome to Squawk on the street. I'm Carl Kintania with Jim Kramer, David Fabry, post nine of the New York Stock Exchange. We kick off the first full trading week of the second half with a bounce in tech and some chip names today. We'll get a soft launch of Q2 earnings this week with Pepsi and Delta.

ISM services and a battle. in half with a bounce in tech and some chip names today. We'll get a soft launch of Q2 earnings

this week with Pepsi and Delta. ISM services in about an hour. Oil's holding below 69 as OPEC

Plus agrees to hike some production targets. Our roadmap today begins with tech said to lead the

charge. Chip names rallying again, investors gearing up for earnings season. Plus we're keeping an eye on shares of SpaceX. They are up in the pre-market. The company's stock is set to join the NASDAQ 100. That's less than a month, of course, since it became a public company. And we've got a special opening bell ceremony coming up. President Trump will, for the first time ever, jointly ring the New York Stock Exchange and NASDAQ opening bells from the Oval Office.

This is in celebration of the first day of trading for what are in Best America accounts,

also known, of course, as Trump accounts.

Robin Hood's CEO of Latenev also will join us later in the hour to discuss.

Let's begin, though, with the markets. S&P and NASDAQ on track for a higher open. Jim Dow is writing four straight weekly games. She's a lot of money going into the Dow and a lot of money that left Tech on Friday. And Tech on Friday, a little dubious why it left. I talked about this with my club this weekend. There was a story that talked about, well, it's from the information, I'll put it out

there, that was very negative for a lot of semiconductors, and I think that you saw them go down.

What I think is really happening is today, it's like the revenge of that. And we're seeing a lot of

people who are saying, look, it's time to go back in the group.

The group has been hit.

Now, I know that there's a negative story about Nvidia out there.

You can certainly read that.

We have the best stuff, I think, in CNBC.

But I know that the other stocks are all going to come back, particularly Broadcom,

because it has a contract with Apple that is larger than we thought.

David, you know that tech remains the battleground.

Michael Wilson this morning says you should go back into the hyperscalers,

which have not done that well, that smoothed Amazon.

...