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 Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kintanao with Jim Kramer,

David Faber, post nine of the New York Stock Exchange. Stocks look to add to Monday strength

and tech at least, as NVIDIA's presentation is well received, but we do have an eye on the 10-year testing 465 this morning and some rare downgrades of both Apple and Tesla.

Our roadmap's going to begin with NVIDIA, reclaiming the most valuable crown pre-market.

Jensen Wong at CES says AI agents and self-driving cars will be among the next multi-trillion dollar growth opportunity

for the tech giant.

Plus the corporate step trunkwards.

Meta is the latest to make a shift appointing Trump friend and UFC CEO Dana White to its

board.

It also ends its years old third party fact checking policy.

It's now in favor of an X-like community-driven system to

check facts. And Apple shares are lower this morning. This ahead of the open Moffitt,

Nathanson downgrades the stock. It's now a sell. Pointing to a drumbeat of bad news.

Let's begin, though, with NVID Jensen Wong, delivering the keynote last night at

CES. It's a lot to unpack. This is what he had to say about the Blackwell GPU and where

it fits into the company's AI picture.

You get this incredible graphics card here, Blackwell? We're going to shrink it and put it in there.

Does that make any sense?

Well, you can't do that without artificial intelligence. Not just AI, Jim, but physical AI is all the talk.

You talked about the evolution. I've got to tell you this, physical, the first thing I'm going to say is that

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