Market insight and analysis. You're listening to the opening bell of CnBC, Squawk on the Street.

Good Monday morning. Welcome to Squawk in the Street. I'm Carl Kintanier with Jim Kramer here at Post 9 of the New York Stock Exchange. We're going to talk to Faber in a moment on Warner Brothers Discovery. In the meantime, future is steady here to kick off a holiday shortened week. plenty of news on Warner and Paramount and NVIDIA, Honeywell, got some Fed speak to chew

on, 10-year 416 and oils up to 58. Our roadmap begins with markets going into the home stretch here.

We'll talk about a Santa Claus rally really is in play. Paramount, of course, Skydance amending its

offer for Warner Brothers Discovery with Larry Ellison providing a $40 billion personal guarantee.

And NVIDIA's higher in early trade, company now reportedly aiming to begin shipping those H-200s to China by mid-February.

Let's begin the trading week, though, on a positive note.

M&A continues to be a catalyst for this market, and on that front, Jim, you've got some news. Yeah, it looks like that Nelson Peltz and the group are buying Janus. Now, this is a, it's 47. It does look like a premium, but you go back to October when people first talking about it. You got a nice premium. What matters here is this is democratization

play, but people don't want to be. From what I tell people don't want to be public anymore. They want to

make dramatic changes to be able to get individuals to be in lots of things that they're not

allowed in, but you will not know it right now if you are in Janus. Chas has had a whole bunch of

quarters of being up.

I remember all the quarters that they weren't being up.

So this is a very significant move from the point of view of I think it's a trend. I think this is the first. I think people don't want to be public. I think they can't make the moves they want to make. I think that they're going to have to change. A lot of companies have to change the way they do business if they are going to advance.

And I think that that's what Janice has to do.

Nelson will be in there helping.

Janice people are going to be continuing to run the company.

I bring it out just because this is the kind of deal I expect to see more and more of.

It's one where you just say, you know, being public, you can't get the job done

because you're going to miss too many quarters.

If it does require a lot of explanation and education and patience with public investors,

Jim, so you're looking for a wave of take privates in 26?

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