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

Good Wednesday morning. Welcome to Squawk on the Street. I'm Carl Kintania with Jim Kramer,

David Faber, Post 9 of the New York Stock Exchange. Future is fairly steady as the street absorbs an

intense wave of corporate results today. McDonald's, Uber, Disney, Shopify, AMD, got an important

10-year note auction at 1 o'clock Eastern yields around 4.

and a quarter.

Our roadmap this morning begins with Disney posting its first revenue miss in over a year, but unveiling a new streaming service and this major deal, of course, with the NFL.

McDonald's seeing a sales rebound, shares rallying in the early going here.

Of course, we have to start an official trading yet.

And AMD dropping in the pre-market, despite what was a revenue beat and a strong outlook, the company CEO Lisa Sue will join us first on CNBC.

We will discuss those results and talk about the outlook for the company she runs.

Let's get to Disney this morning.

We'll begin with all things that company, from earnings to this ESP and NFL deal.

Earlier this morning on Squawks, CFO Hugh Johnston did weigh in on the company's quarterly

results and what theme parks in particular are telling him about the consumer.

Traffic was solid up a little bit and then per caps were up very, very solidly.

So, you know, I know there's lots of concern about the consumer in the United States right now.

We don't see it.

Our consumer is doing very, very well.

Jim, Oppernet at Parks up 22 kind of collides with a fund this morning down double digits on their results.

Yeah, I had kind of a jocular call this morning with Hugh Johnson that you just saw because we were laughing about how the negativity, which is the negativity, just so we know.

Remember, $10 billion market cap, $10 billion market cap lost on 50 million revenue shortfall.

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