Market Moving Insight and Analysis joined Jim Kramer, David Faber, and me, Carl Kintanilla,

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

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

at Post 9 of the New York Stock Exchange. David Fabers at 13D monitors active passive investor summit in New York. Meantime futures under some pressure amid this global bond sell-off. Ten-year yield briefly pierces 420. Meantime, Q3 earnings rolling in. Got some raised guidance out of GE, RTX, 3M, and others. Our roadmap begins with the earnings

blitz. We're going to hit the numbers out of those companies, including Verizon as well and GE

Aerospace. Invita inching closer to Apple's market cap, aiming to claim the crown as the world's

most valuable company. And later on this hour, Faber is going to sit down with Starboards Jeff

Smith, talk about his latest moves,

including those involving Kenview and Pfizer.

First, though, let's begin with this morning's barrage of earnings.

Is the headline GM or not?

I think it might be GE, and I want to take the other side of the trade, GE Aerospace,

had unbelievably good numbers.

Larry Colp delivered once again.

I think that people don't understand

if there's any slowdown at all. I mean, there was one bit of, because of Boeing, there's some

issues, but I think I see right through them. Defense was not as strong as I'd like. But down 11,

I mean, come on. I mean, this is like an insult to what Larry is built here.

I want to take the other side of the trade on that one.

Verizon, no.

Verizon's just too hard for me.

I don't know.

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