Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street.

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

Stocks do continue their steady grind higher as we get a second day of U.S.-China trade talks in London.

Pretty light day for economic data, although small business NFIB sentiment ticks higher for the first time this year, 10-year-4-4.

Our roadmap begins with the latest on-trade talks. The Commerce Secretary says discussions are going well, as the two sides do meet for a second day in London.

Plus Apple's developers conference, underwhelming on the AI front, but the iOS software gets its biggest

facelift in over a decade.

We'll tell you what the street has been saying all about it.

And Disney completes his purchase of Hulu or will soon.

It's agreed to pay NBC Universal an additional $439 million to own all of that streaming

service.

Disney CEO Bob Iger will join us exclusively.

Just a few minutes from now, we'll talk, of course, about what the full Hulu acquisition means for Disney strategy and a lot of other topics.

Let's begin with the markets, though, watching developments in London, where U.S.-China trade talks have entered that second day.

This is the Commerce Secretary from earlier today talking about progress.

We've been all day yesterday.

We're going well and we're spending lots of time together, he says, Jim.

Yeah, well, Chinese stocks went down at the end of yesterday's session.

Of course, our stocks went down the end of yesterday session.

I think there's just a lot of people who are hopeful.

And then the hopes dash should they just leave again.

I continue to think that when I look at advanced microstock going up,

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