Good Friday morning. Welcome to another hour of squawk on the street. I'm Sarah Eisen with Carl Kintania and David Faber, live as always from post nine of the New York Stock Exchange.

Stocks are higher on this final trading day of the week. Look at the NASDAQ. It's climbing back more than 1%. We're still lower for the week, but trimming those losses. We're now down a quarter of a percent for the week on the NASDAQ. SMP actually just turning positive on the week.

So we've really climbed back from that meltdown around DeepSeek earlier this week.

Communication services leading the charge right now, consumer discretionary,

also sharply higher as the mega caps fight back information technology,

healthcare and real estate.

Those are your positive sectors right now. Broadcom, meta, technology, healthcare and real estate. Those are your positive sectors right now.

Broadcom, meta, Tesla, Google, all leading. Treasuries, there's the 10-year yield.

Continues to go a little bit lower, so there's buying, hovering around that 4.5 level, two-year yield below 4-2.

30 minutes here into the trading session. Here are some movers we're watching.

Shares of Apple

rallying on the back of its latest results. iPhone sales fell, but gross margins hit a record

as its services business keeps growing. More on the Apple trade ahead on the show. Keep an eye on

big oil. Chevron missing earnings estimates. The companies refining business posting its first loss

in four years. Rival Exxon beating estimates, higher oil and gas production, offsetting lower oil prices

and weaker refining margins.

Stocks both lower today.

We're tracking a number of areas of the market that could be impacted by President Trump's tariff threat.

The automakers, especially, the Canadian dollar also in focus as well.

The loony, as it's called, sitting at a five-year low against the U.S. dollar.

Their strong dollar weakluni.

That's what we're going to talk about tariffs.

...