Market Moving Insight and Analysis.

Join Jim Kramer, David Faber, and me, Carl Kaintena,

on the opening bell hour of CNBC Squawk on the Street.

Good Wednesday morning.

Welcome to Squawk on the Street.

I'm Carl Kintaneda with Jim Kramer.

Almost as day.

It's that David Faber here post-9 of the New York Stock Exchange. David has the morning off. Future is a little jittery this morning amid the ongoing sell-off in semis, meaning Nvidia tonight is key. Meanwhile, Palo Alto, vertive, and Teledoc cutting guidance. Our roadmap begins with Invidia out after the bell. A day after the stock saw its biggest drop in four months.

Palo Alto is plunging more than 20% pre-market as they lower their full-year guidance.

And then later this hour, a CBC exclusive with B of A chairman and CEO Brian Moynihan.

Let's begin, though, with Invidia, under some pressure again ahead of its big earnings tonight,

after the stock suffered its biggest one-day drop in market cap during yesterday's session.

And last night on Mad Money, Jim did reiterate its bullish stance on the company by comparing Jensen Wong to one global superstar.

Jensen is the CEO equivalent of Taylor Swift.

I'm not joking.

I'm dead serious. Whatever happens tomorrow, do we really think it's make or break for Nvidia, up or down, yea or nay? No way. Nobody's about to call on top in Taylor Swift. So why the heck does everyone's team want to call top of with Nvidia? This morning, Jim, you say he's not sweating the quarter. He's working on something more long-term. He's sweating the March keynote, which is something that he does a deep dive every year.

This one's going to be, well, there'll be a virtual, but you have humans.

And that's what he thinks about, which is a five-to-tenure plan.

Now, he has to deal with the quarter because he is human. Taylor Swift

has to deal with her appearances in the box with Kelsey because she's human. But what really

matters here, and then people have to understand, is that if you think that AI is a short,

if you think it's all, you know, if you think it's degenerative AI, if you don't think

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