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 in Las Vegas at Oracle's AI World. Jim Kramer, where is he? Well, he's in San Francisco ahead of Dream Force this week. And Sarah Eisen is holding down the fort back in post nine of the New York Stock Exchange.

This morning, I will have an exclusive with Oracle's new CEOs, Play McGirk and Mike Cecilia. That'll be at 11 a.m. Eastern, right here, of course, on CNBC. Jim kicks off what is a big week of interviews tonight on Mad Money. He's going to spill, I mean, you can't even name them all, But look, you can just look at the board there and see all the CEOs including broadcom sales force Starbucks as for the market well we are up sharply in the futures after that very significant sell-off on friday the bond markets

are closed today of course it is columbus day uh and jim big week ahead you, but it was a big week or big day for the market on Friday after our show,

because that is when President Trump responded to something we had mentioned at the time,

namely those new restrictions on rare earths from China.

And he responded with the threat of 100% tariffs. That sent the market

down sharply. There may have been some other fears out there as well. We've talked, Sarah,

of course, about private credit recently and concerns in certain corners of the market.

So, Jim, thoughts this morning as we get started with another week, given what we saw on Friday?

I think it's still going to be the three markets.

We're going to have the market.

This is the data center, and I believe that we're seeing some news coming out about a deal with

broadcom and open AI.

That will matter.

I also think that there is a sense of just incredible speculation because of a Brookfield Bloom deal. That's the,

that's the, that's the Sotovoche problem with this market. But overall, Sarah, I'm looking at a

market that says, okay, what happened Friday didn't really happen. It's a do-over, but most of the

stocks that are in data center or regular market are not returning to where they

were. But the speculative market is far exceeding, some because of J.P. Morgan and Jamie Diamond's

idea about having more trying to get rid of the risk of supply chain, which again comes down to

rear earth. So do you get that sense there that we've got a speculative market and then we've got a market

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