It's Jim Kramer here.

You're listening to the opening bell of CBC's squawk on the street.

Don't miss a minute of the action.

These people love you.

Okay, this is not a Wall Street analyst meeting.

These are people whose lives you have changed.

These are people you have changed.

No, I haven't done anything.

Jim Kramer.

I haven't done anything. No. Well, if we're going to do that, then we're going to give credit to my dog, Invidia. All right. There you go. A special event, Jim hosting NVIDIA's Jensen Wong yesterday at the CNBC Investing Club, a monthly meeting. Nice stuff, Jim. Good Wednesday morning.

Welcome to this walk on the street. I'm Carl Kintana with Jim Kramer at post-9 of the New York Stock Exchange.

David Faber has the morning off. Future is pretty solid after that seven-day win streak was broken on

Tuesday. Ten-year yield back to 4-1 as this government shutdown enters day eight and more discussion

of the short-term economic impact.

Our roadmap begins with InVIDIA, though, in the AI arms race, Jensen Wong speaking with Jim last night,

and moments ago on Squawk, all about the deal-making that's going on right now, including Oracle and Intel.

Gold, continuing its record rally, topping 4K for the first time ever,

and we're tracking Tesla today after the

stock did drop following its latest EV unveiled. Let's begin that with Nvidia, the AI trade

and Jensen Wong's message to investors. Jim, you heard him this morning, talked a lot about

sort of this evolution between being a tech industrial and creeping elements of a financial company, too.

Yep. No, I thought that this morning was great contrast.

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