Market moving insight and analysis join Jim Kramer, David Faber, me, Carl Kintanilla, on the opening bell hour of CNBC Squawk on the Street.

Good Thursday morning, welcome to Squawk in the Street. I'm Carl Kintania with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange.

Futures are steady as Big Cap Tech reasserts itself on the back of META and IBM.

Microsoft and Service Now, not as much.

Commodities still a story, gold above 5,500, oil above 65, Brent's near 70.

Roadmap begins with these big moves in large-cap tech, meta, Microsoft, Tesla, all making headlines on the back of their earnings and conference calls.

Oil hits 70 bucks a barrel, and gold hits a new record.

It is now above $5,500.

Gold prices now up almost 30%.

That's just for this year.

Plus, we've got a flood of earnings out this morning.

Caterpillar Comcast, Blackstone, and more Honeywell.

Also, for example, out with results. And that company CEO is going to join us later this hour. We'll get the outlook, as well as new developments involving the spinoff of important businesses there.

Let's begin this morning with Mega Cap Tech. Met is probably the biggest story up sharply on this quarterly beat. Mark Zuckerberg delved into his company's AI strategy on the call last night.

We are now seeing a major AI acceleration.

I expect 2026 to be a year where this wave accelerates even further on several fronts.

We're starting to see agents really work.

This will unlock the ability to build completely new products and transform how we work.

In 25, we rebuilt the foundations of our AI program.

Over the coming months, we're going to start shipping our new models and products.

I expect our first models will be good, but more importantly, we'll show the

rapid trajectory that we're on. And then I expect us to steadily push the frontier over the

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