It's Jim Kramer here.

You're listening to the opening bell of CBC Squawk on the Street. Don't miss a minute of the action. Good Monday morning. Welcome to Squawk on the Street. I'm David Faber with Jim Kramer. And we are live. This is not a drill. We're live. Host nine here at the New York Stock Exchange. Carl has the morning off. He'll be back soon. Take a look at

futures. You just heard Becky talking about it. Yeah, we're up now. We kind of turn around a little

bit. And we are looking like we're going to have a bit of a higher open. We're going to start,

of course, on our roadmap with stocks as they close out a strong July. Even if we end down today, it'll probably still be a strong July.

Wall Street's eyeing what would be a five-month winning street.

Five months.

That's very impressive.

Yeah, it is.

We also have some downgrades today, though, on the research front.

Ford, GE, CSX, UPS, Salesforce, that's just a few.

We will dig into some of the reasons why.

And Twitter left its heart in San Francisco,

but Elon Musk saying the newly branded company X

will still call that city home,

despite a downward spiral.

Yeah, I'll be out there next month. You will? Well, September for Dream Force. Oh, Dream Force, right? You know, look, I'm a big believer in the city and was out there in September and was, I don't say it's horrified. I'm just saying that it's not the city I remember. We're going to talk more about that. But I want to get to the markets as we start off our coverage for the week, Jim.

And again, today is our last day of July.

As we said, fifth straight month, we're coming off what was a fairly strong week.

Sure.

And what seems to have been, generally speaking, and of course, we got a lot more earnings to come.

You can see, you know, Amazon later in the week in terms of sort of the end of the mega-cap tech names.

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