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 Friday morning. Welcome to Squawk on the Street. I'm Carl Kintania with Jim Kramer and David Faber at post-9 of the New York Stock Exchange.

Bowles trying to put a bow on this week's 3% S&P gain. Best in about a month. 50 basis point cut gets a little more support ahead of the Fed next week.

Oil is hanging on to 70. Robamp begins with its bounce back. Stocks hit the highest levels of the month on these hopes for rate cuts beginning next week.

We are watching tech, of course, as well. Invidia looking to cap a stellar week. Oracle getting a cloud

boost, and Adobe's outlook is disappointing investors this morning. And jet production is halted at

Boeing this after factory workers overwhelmingly reject their latest contract offer.

They're striking now for the first time since 2008. Let's begin with the market's interesting collision of bullish factors yesterday, Jim,

whether that was Oracle or Evercore going to a soft landing stance.

All the piece, I do think that we're at this moment where we're like Nick Timmerist, Fed Whisper,

they're unsure, maybe 50, maybe 25.

But I think that was striking was there's kind of like a do-over in terms of what happened

with Jensen, what happened with Nvidia, and that perhaps the street got it wrong, and then

verified by the fact that Oracle came out came boosted numbers and

we talked about that that's what they're going to do which where was it let larry elseon boosted

next year but like a billion but then he's using numbers in the out years that are so incredible that

if you're not long these stocks i think david you might miss even another move coming jim i think I think you hit the week perfectly there in terms of at least the sort of return to.

I got to run.

Oh, shoot.

You did it tonight.

You did a great job.

I've been hearing the same.

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