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 Friday morning and welcome to Squawk on the Street. I'm Sarah Eisen here with Jim Kramer at Post 9 of the New York Stock Exchange. Carl and David have the morning off. Take a look at futures this morning, heading for an up week here on Wall Street. S&P's up 2% coming into the day.

It looks like we're going to build on those gains up 44 points here. Head of the open, Dow futures

up 237, NASDAQ futures up 300. Our roadmap begins with the best week for stock since November now.

Wall Street pointing to a higher open on this last trading day of the Biden administration.

Plus weight loss drugs and focus, Medicare adding OZempick and Wegovi to its second round of price negotiations,

potentially expanding coverage for millions of Americans at lower prices.

And TikTok on deck, the app set to go dark here in the U.S. on Sunday,

but the Supreme Court could rule on the ban as soon as this morning.

The heavy news day. We'll begin with the markets as we head into the final trading session under Joe Biden's presidency.

And if you look at the winners, Jim, during the Biden administration, they have nothing to do with him.

No, no whatsoever. As we've been saying on the show, it's not in spite of, it's because of, I mean, did he really have any do with NVIDIA when we try to restrict how many countries? The 18 friends, do you see that 18 friend list? Oh, you're on this again. This is the new chip order from Commerce. Well, I just, I think that they are, I think that that's changes day one. Invita called it misguided. Invidia is the best performing stock of the Biden administration. And then Super Micro, which is an outfit that basically, I'm calling a jobber for Invidia. And we know that they lost their order. They have a new order. Good luck. Vistram will be, how do much do we love? Fertilities. Yep. And nuclear. Fantastic. Target is a company that cut its dividend. Now they're on the comeback, we want pipelines because we have to get that natural gas out of the Permian. Then Arista, well, you know what? Arista's the one that a lot of people feel that's Jay Sri J. Sri Loll.

And J. Sri is, that's the plumbing for data centers.

So that makes a lot of sense.

Jay Shri is a very compelling figure in terms of even more than broadcom in the data center.

So it's extraordinary.

So it's all really related to AI, mostly.

But the exception of nuclear and

that gas, yes. Nuclear is also to power, right? Well, yes, it is to power. It's the power for

data centers. Yep, absolutely. Worse performing stocks in the Biden administration. We've got a few

media names on there, Paramount and Warner Brothers, Walgreens, no surprise. And Moderna,

no, materna has been one of the biggest disappointments of the year. I think that Stefan Bancel, he would be very good more on science, maybe get it more of a somewhat CEO in there that would be terrific. Match groups Tinder down 9% for average. What happened to Tinder? Everyone was on it. What do I know? Your kids maybe would know. Oh.

We'll leave them out of it.

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