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.

It's been a stellar year for a number of tech IPOs, and Figma is trying to jump on the bandwagon,

the design software company set to go public here at the Big Board today.

Good Thursday morning. Welcome to the Squawk on the street. I'm David Faber, alongside Jim

Kramer, and we are live from Post 9 at the aforementioned New York Stock Exchange. Carl

has the morning off. Let's give you a look at futures. We're looking for a higher open when we

get started with trading one half hour from now on the strength of earnings that we are going to

spend a lot of time talking about. And what am I talking about?

Well, that's where our roadmap starts. Microsoft and meta. They are both soaring in early trading,

and this in the back of their blowout earnings, strong guidance. Microsoft, by the way, is going to have

a $4 trillion, $4 handle in front of a trillion for the first time ever, and that will join Invidia in that

club. Fresh inflation data shows core prices edging slightly higher year-on-year. This as two Fed

governors go against the decision to hold rates where they are. That's the first time we've seen

two dissents since 1993. President Trump announces

a trade deal with South Korea. Expected as well to meet with Mexico's president today. This is we

approach, of course, the August 1st tariff deadline for a number of countries, a number of deals

done as well. But we got to get to earnings. That's where this market is focused right now.

And let's start with Microsoft, Jim. Then we'll get to Meta. Time allowing. We'll try and get

through so many others. We have to because it's really the biggest day of the year, frankly.

Yeah. And Microsoft, I mean on every measure, let's, I mean, Azure, 39% and pointing to 37% growth for the first quarter of this year.

And it goes on from there in terms of what AI is doing for the company and so many other things.

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