Market moving insight and analysis.

Join Jim Kramer, David Faber, and me, Carl Cantonia, on the opening bell hour of CNBC Squawk on the Street. Good Thursday morning. Welcome to Squawp on the Street. I'm David Faber with Sarah Eisen and Mike Santoli, live from Postline at the New York Stock Exchange. Jim and Carl have the morning off. Let's give you a look at futures as we get ready to begin the trading day. A half hour from now, you can see we are setting up for a significantly higher open.

And that is where our roadmap starts.

Well, chips, one reason why we're getting a boost is after Micron sees, quote, robust AI demand.

The company CEO, Sanjay Marotra, is going to join us just a few minutes from now.

Plus, my billionaire investor David Tepper says it's a, quote, buy everything moment for the Chinese

market. And Southwest meets investors, the airline raising its summer revenue forecast and

authorizing a $2.5 billion share buyback.

All right. Let's start with the overall rally here. Of course, we're seeing Micron leading the way this morning. We're going to be speaking, as you just saw with the company's CEO.

We'd also love to just get to China as well if we can, Sarah, because we've seen a number of

escalating moves over the course of this week, the Politburo being the latest,

at least in terms of the language used.

And David Tepper, who much of Wall Street was focused on this morning during his time

on Squawk Box, made that the center of sort of his investment thesis near term in terms of what he sees.

Take a listen to what TEPRA had to say based on his reading of what came out of this Politburo meeting.

So the question was, was China going to do the things that you want them to do?

Okay, are they going to do the easing measures that you want them to do?

So, yeah, they came the other day and, what's his name, Pan Gongcheng, and I apologize because

I can't even speak English well. You know, he came out and he was like, jovial. It's like, whoa,

jovial is saying, we're going to cut and we're going to, and we'll give you more.

And he said, we'll do more and more if needed.

Now, the Chinese is to say we'll do more and more if needed, they don't say that because it's not been healthy to say those sort of things in China.

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