Market moving insight and analysis.

Join Jim Kramer, David Faber, and me, Carl Kainteneah, on the opening bell hour of CNBC Squawk on the Street. Good Friday morning. Welcome to Squawk on the Street. I'm Carl Kainterina with Jim Kramer, David Faber, at Post 9 of the New York Stock Exchange, trying to put together another up Friday. Banks get some relief from Thursday's pressure, some optimism about the death ceiling as well,

even as that White House meeting was postponed into next week.

Our roadmap begins with a macro picture.

Those talks delayed.

A Fed governor says more hikes might, in fact, be needed.

Plus, Twitter has a new CEO.

Elon Musk will be stepping down from that role.

He'll still have lots of responsibilities

at the company. And sure as a Tesla, well, they're popping perhaps as a result ahead of the open.

And we're going to keep watching the media space as well. Disney got a downgrade at Wolf. The stock,

of course, very weak yesterday. And we'll also talk about why Netflix is seeing its longest stock winning streak

in nearly two years. I do want to start with that news. It's very close to home, of course,

but also involves Twitter, of closely watched private company. Of course, we can't confirm

that Linda Yarkarino, who runs advertising at NBC Universal, will be stepping down or actually has stepped down from that position,

and will be joining Twitter as its CEO, something that was at least thought about as of yesterday

because Mr. Musk tweeted something to the effect that he had found a new CEO who would be starting within six weeks.

Official announcement should be forthcoming momentarily, guys.

But basically, she will be stepping down immediately and then have some time and then begin at Twitter,

apparently, not soon after.

Of course, the upfronts are coming up.

Understanding is that they'll be handled by Mark Lazarus at NBCU, and somebody will be moving

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