Market moving insight and analysis join Jim Kramer, David Faber, and me, Carl Kintania, on the opening bell hour of CNBC Squawk on the Street. Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kintanaia. Jim Kramer is back at post nine, along with me and David Faber here at the New York Stock Exchange. Futures are backing off a touch from Friday's big reaction to Jackson Hole and the Dow's record closed. Big week ahead

for the AI trade with Nvidia Dell Crowdstrike and some consumer names like Gap, Urban, and

Ulta. A roadmap begins with the market setup going into this possible September rate cut, plus

of course some talk about Nvidia's earnings this week. Also ahead, the government does take that 10%

stake in Intel, one of President

Trump's key advisors saying more transactions could be on the way. And Kerr, Dr. Pepper,

is buying the Dutch coffee company, J.D.E. Peets, price tag, $18 billion. We'll talk about that deal.

Nice. Before we get to the markets, Jim, we're so glad to have you because, I mean, even in these dog days of August, a lot happened last week.

Look, I got to tell you. I thought I had picked the right.

You look at the calendar January.

So what week won't, where nothing will transpire?

Well, no, that's not the world we're in.

And I think that everything from a belief that Jay Powell was going to somehow be hard, be a no dove, to the president just making news like there's no tomorrow.

I mean, everything that makes me feel that you can't, there's no time you can go away anymore.

You just can't.

I mean, look, when I was growing up, my father used to go to High Point, North Carolina

for shows that he had to do for one of those many businesses that was like,

just okay.

And then it just fell down, fell down.

Well, the president wants to bring back High Point, North Carolina furniture.

He also wants to bring back Grand Rapids, Michigan, David, the home of steel case, which has got that great bit from H&I, which happens to be All-American. So it just doesn't matter. You're going to find something every, it's not going to slow down. I will say that I thought that it was great that Powell did what he do, because I don't like the way that I don't like the you get got to get that home equity loans down that's what was to take away

from the Home Depot call which is seminal call we just don't have enough projects because

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