Market Moving Insight and Analysis. Join Jim Kramer, David Faber, and me, Carl Kainteneer, on the opening bell hour of CNBC Squawk on the Street. Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kintanian with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. Steady futures, tons of cross currents, though, underneath from Lilly and Spotify earnings to news on Boeing and Tesla, four Fed speakers today,

and a three-year note auction.

A roadmap begins with global markets.

China stocks come roaring back, but Palantir points to a world of, quote, increasing chaos

and danger.

Plus the weight loss, boom.

And it is a boom.

Eli Lilly saying obesity drugs will help boost its sales by 20% this year.

And speaking of years, so far, Tesla's no good, very bad year. Shares are down nearly 30%.

That's year to date. Of course, it does make it the worst performing stock for 2025.

Let's begin with the markets and earnings.

Palantir, as we said, surging on stronger than expected quarterly results and guidance.

But China and growing geopolitical dangers also on Alex Carp's radar.

This is what he had to say on last night's call.

The more dangerous, the more real it gets, the more battle-tested and real your software has to be.

I believe it's about to get very real. Why? Because our GDP growth is significantly better than

China's. Now, I know the always wrong crowd says we then should get peace, but I'm telling you

that the rational result of the rational consequences of that is our adversaries are like, America is going to be stronger tomorrow than today.

It's like they don't have a GDP story because they cannot, they do not build these systems as well as we do.

They do not have the tech community we do.

And they do not have the U.S. market like we do.

Look at our results.

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