Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street. Good Tuesday morning. Welcome back to Squawk of the Street. I'm Carl Kintanilla. David Fabers back to post-9 of the New York Stock Exchange. Pre-market is steady as we're coming off the best day for S&P NASDAG since June 5th. Back in the thick of it on earnings, a number of high-profile names raising guidance like GM, GE, Coke, and

Lockheed. A roadmap begins with stocks looking to build on yesterday's rally. As we said,

S&P coming off the best session in six weeks. Plus, we have a lot of earnings reports to monitor

this morning. UPS, Comcast, our parent company, GM, as Carl just mentioned, Spotify, also

a big mover in the pre-market to the

upside. Another firm downgrading crowd strike this morning following, of course, the global IT

outage of late last week. This is the House committee calls on CEO George Kurz to testify on Capitol

Hill. Let's start with the markets and earnings after stocks did finish yesterday's session with

their best day since early June. Jim, I know you've taken note of some names like we mentioned

GE and GM, but Dana He as well. Dan Herr and Jones, it's been a huge slog. I have to say

Dan O'Hurz was one of the, I'd say top five growth stocks, and then it kind of lost its way.

A lot of it was China. I think that that's kind of in their past. They really just came up with a kind of a Dan or her statement. A Danherst statement means we're back to growth, things are going to be good. This is all health care. It was terrific quarter. I mean, David, one of the things that we have, we have some companies that are really well run that had been hurt by China.

Dana He's the first company that came back and says, listen, stop worrying about China.

It's really not a role.

I mean, you know, obviously Nike very important, Starbucks very important.

We have these companies that are hostage.

Not Dan O'Hur.

You know, you and I talked about Dan O'Hur in terms of what had been for so many years,

one of the great growth stories and great performing stocks, only to sort of hit a buzzsaw, so to speak, for years.

So is this now a new chapter?

Yes, I'm just going to proclaim it that.

It's like the old days when Dan and her has all this good medical technology.

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