Market Moving Insight and Analysis.

Join Jim Kramer, David Faber, and me, Carl Kintanilla,

on the opening bell hour of CNBC Squawk on the Street.

Nice to have Andrew in the house.

Good Tuesday morning.

Welcome to Squawk on the Street.

I'm Carl Kintania with Jim Kramer and David Faber

at Post 9 to the New York Stock Exchange.

Coming off another day at record highs, futures pretty solid, tons of earnings, quite a few layoffs.

And the three major catalyst of the week, a China meeting, Mag 7 and the Fed still on the way.

Ten-year-3-99. Our roadmap begins with these new market milestones, one major firm on the street

expecting an everything rally into year end. Job cuts are ramping up. Amazon announces thousands

of white collar cuts. This is it, invests more in artificial intelligence. And we have two big

interviews coming up on the show. AMD CEO Lisa Sue will join us to discuss the company's supercomputer deal with the Energy Department.

We'll also speak to Royal Caribbean CEO.

That's the first on CNBC interview.

Shares, by the way, the cruise operator are down sharply in the pre-market,

despite at least what was a beat, raised guidance, but we'll definitely have to dig into that, Carl.

Let's begin with this record run for stocks. Jim, headline in the journal, the good vibes are back on Wall Street. A lot of tactical desks looking at 7K by year end. Well, look, when you see those stories, you're first, we're all so conditioned to be cynical and say, well, that's got to be the top when the journal does that. No, I mean, I think that what's happened is it's not good vibes, it's good earnings. I mean, I go over the earnings today, and I just see a plethora of really great quarters. Now, the ones that are directed directly, one's directed to the consumer. I mean, Horton, we'll talk about Royal Caribbean. those are not so good and we know if food tramps, if you ever food stamps, you know, excuse me? If you get rid of food stamps. If we get rid of food stamps. If we cut SNAP, the SNAP program. Yes. Then I know that you're going to see degradation where people need it most, the inflation in the supermarket. So inflation housing problem, inflation food problem.

So it's not like it's, I don't want to say inflation in cruiser because they're very

expensive. But you understand it's two economies at all the time. It is, but the upper end of the

economy has what has been pushing us higher in terms of broad growth.

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