It's Jim Kramer here. You're listening to the opening bell of CBC's Squawk on the Street.

Don't miss a minute of the action. Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kintanilla, Jim Kramer, David Fabry, post-9 of the New York Stock Exchange. Bulls trying to extend some of Monday's bounds, but running into some headwinds in tech as SoftBank exits that that invidia stake core weave guides below

Senate did pass the CR and we'll see if the house does the same likely tomorrow bond

markets closed for veterans day on roadmap begins with the AI trade shares a core

we falling sharply despite more than doubling revenue jpm downgrades adds to the

pressure michael in trader's going to join us first on CNBC this hour.

Plus, Tesla's troubles, one analyst, sees steep weakness in deliveries and reports that China

sales are falling to a three-year low.

Tesla's chair, though, promising the coming of, quote, the largest value creation event

in the company's history.

And Paramount's got his first earnings report since they

closed the Skydance deal. David Ellison targeting 30 billion in revenue next year and expects

another billion in murder savings. We'll go for that. Let's begin, though, with this busy morning

for the AI trade, including this weakness in the core weave shares, Jim.

As revenue misses again, a lot of third-party delays.

We're going to have to find out exactly what happened, but I have the feeling that it's not core weave.

I also want to say that it's probably not demand, although there are numbers flying around about how much has to be built.

And it's beginning to, I think, nauseate people because we just kind of feel that can everyone be building this much and how much you have to spend, David, in order to keep up.

Yeah.

But I am going to, I'm prepared, I'm not sure where you are on this with Mr. Intrader, to try to explain this thing in a way that's actually positive. Okay, meaning what? You're going to do it, and then when we have the interview with him, you're also going to let him do it? I'm actually, we're not on right now, so I'm trying to figure out whether you should do it or I should do it. But do you want to do it together?

Well, I think we all do it together, right?

We're a team.

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