Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street. Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kintanao with Jim Kramer, David Faber, post-night of the New York Stock Exchange. Coming on Friday's all-time closing high, futures lower, yields up as Powell reiterates on 60 minutes. The Fed wants more confidence before cutting rates. Busy week with a lot of consumer earnings in Fed speak.

That's where our roadmap's going to begin.

Another big week for investors, now halfway through the earnings season.

Dow comes off the best week of the year.

S&P, another fresh record close.

Plus more issues for Boeing.

It is reporting another problem with its 737 jets.

It may delay the deliveries about 50 aircraft.

And shows a caterpillar seemed to be on track for what would be a record high at the open

that is following its latest earnings, which seem to have been to beat. We're going to break

down the quarter with the CEO. It's a CNBC exclusive, and it will be later this hour.

Let's begin, though, with the markets after that record-setting week for stocks, Jim.

Some work being done.

Sam Stoval is a good example of what happens when you notch all-time highs in January and February.

Yep, well, look.

Yeah, I mean, we had an astounding week last week, and it looks to continue, and I think that people have to recognize that there have been very few shortfalls and some monster by big companies increases.

And it's kind of surprising because when you look at the sum total of the research today, almost every single thing is

price target bump, price target bump, price target bump, and yet, of course, the averages

are down, David, because the futures are loath to be able to recognize what's underneath,

which is that a rather extraordinary set of earnings, considering that we've had 11, you know, considering what we heard

last night from time.

When you say rather extraordinary set of earnings, what set are you thinking of?

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