Market moving insight and analysis. Join Jim Kramer, David Faber, and me, Carl Kintanilla, on the opening bell hour of CNBC Squawk on the Street. Good Friday morning. Welcome to Squawk on the street. I'm Carl Kintanio with Jim Kramer at Post 9 of the New York Stock Exchange. David Faber is the morning off. Futures do add to gains, and the S&P is going for nine straight as April Jobs comes in strong.

177K, second highest of the year.

Add to that Apple, Amazon, Exxon, and a ton of trade news.

Our roadmap begins with job growth stronger than expected in April,

despite these worries over the impact of tariffs.

Apple and Amazon results do have some tariff concerns in the mix.

And Chevron, with some mixed results. Mike Worth's going to join us a few moments from now.

Let's begin there with the markets and this jobs number, Jim.

Unemployment, although unrounded up a touch, still at 4-2, really good numbers here.

Really strong numbers.

And it's one of those things why I know the president has that truth social squib about the Fed should cut. I think the difficulty is a positive difficulty.

These are really good numbers. And it's not like they're red hot in terms of inflation.

I like the fact that a lot of them, we haven't seen the layoffs yet from severance, remember for for government that was minus 9,000, but health

cares off. We're getting it. It's just a good number. I mean, it's the number you expect and

like to see when we're, you know, kind of worried about a recession. Right. It's a take the

recession off the table number. A sample week, of course, was after so-called Liberation Day.

Yes.

Restaurants add 16. Manufacturing, down 1,000.

But it's restaurant at 16. Let's just talk about for one sec. One of the things that came up on the Airbnb call last night, we'll see that stock down, is that travelable market over.

I mean, you know, bookings didn't have a perfect number. But this number jobs that American Express is saying, which is people are still going out and spending. That's not supposed to be happening. We're supposed to have a pullback. We're just not getting it. Look, there are spots that are weak, but they tend to be aligned with outfits that aren't doing that well. There's some retailers that aren't doing that well, but that's because they're just, they're not exciting to people. Listen to Amazon, you've got a retailer there that's doing very well. So I like these numbers. They make me feel like that the president should have said, it's going to make it so that we might not have to cut rates, but hang in there. Maybe things will not be so good soon. I mean, don't box yourself, Mr. President. Don't call a Biden rally, and then, I mean, this has been the, how long have we been up? This is like the longest Biden streak ever. Be careful what you wish for, Mr. President. Yeah, we are going for nine straight gains, which, by the way, would give us, It's basically the best rally since 2020. You know, I am so tired of watching Steve Sedgwick. They had a nice new set over there in Britain. And I love their show. And everyone's still talking about the great European rally? Hello? It's been a U.S. rally. Let's stop it already. That European rally, it occurred. Dynamite. I'm going over to Europe. I'll check it out myself.

All right. Yeah, Jim is right about, we'll get to some of the travel news in Amazon. In general, though, Jim, it kind of fits with the thesis that you framed earlier in the week was that as long as employment does stay robust, we don't need to pay as much concern to the trade stuff.

I hate to be so simple-minded, but I've done, for one of my books, I did this thing about,

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