Market Moving Insight and Analysis joined Jim Kramer, David Faber, and me, Carl Kintanilla,

on the opening bell hour of CNBC Squawk on the Street. Good Thursday morning, welcome to Squawk on the Street. I'm Carl Kintania with Jim Kramer, David Faber's back in post-9 of the New York Stock Exchange. We kick off the month with stocks trying to claw back that ugly close to January. Some dubbish macro data, hot jobless claims, better

productivity has the tenure back below 3-9. A roadmap begins with the fallout from the Fed,

as the chair says a March rate cut does look unlikely. Plus, Mark Zuckerberg's meta-culp,

the CEO apologizing to families. Thank you. That's our executive producers with there.

He did apologize yesterday.

Of course, if that sent a social media hearing, we'll give you the details.

And speaking of big tech names, well, we are looking ahead to big results.

We've got meta, Amazon, and Apple all set to report after the bell.

Let's talk about the markets after yesterday's Fed-fueled sell-off, sparked by those comments

from Chair Powell.

Based on the meeting today, I would tell you that I don't think it's likely that the committee will reach a level of confidence by the time of the March meeting to identify March as the time to do that.

But that's that's to be seen. So I wouldn't call, you know, when you say when you ask me about in the near term, I'm hearing that as March.

I would say I don't think that's probably not the most

likely case or what we would call the base case. Goldman pushes back to May, Jim. B of A pushes

back to June. Yes, they heard something. Yeah, you know, it's funny. These people who were wrong,

they're paid a huge amount of money. They should move to Texas so they can keep

that pay package. Because honestly, Carl, when you make mistakes like that, when you're that wrong,

in any other profession, people would say, you know what, I want a second opinion. I want to fire

that offensive coordinator. I really want to question the CEO.

In our business, we give them a raise because they generate even more excitement.

Goldman Sachs, here's my advice to David Solomon right now.

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