Market Moving Insight and Analysis.

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

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

Good Thursday morning, welcome to Squawk on the Street.

I'm Carl Kintanilla with David Faber at the New York Stock Exchange.

Kramer is in Seattle today, where later today he'll have an interview with Microsoft Sacha Nadella, which you will see tonight on Mad Money, 6 p.m. Eastern Time. Future solid a day after we close above Dow 29K for the first time, a trifecta of solid eco-data today. Retail sales, Philly Fed, jobless claims. Europe's trying to get back some opening gains in the 10 years at 1-8. A robot begins with the unstoppable market as investors digest the

details of that China trade deal. Stock's on track to open at a new round of records. Plus, Southwest

follows American and United. It's pulling the Boeing 737 max. Until June, airlines are digging

in for more delays ahead of peak summer season.

And shares of Morgan Stanley jumping ahead of the bell. The bank delivers a massive beat. James

Gorman says it posted record profit and revenue in 2019. Stock's looking to make more history.

A day after the Dow closes above 29K for the first time, and the President signs that phase one trade deal

with China. S&P's on pace for its seventh weekly gain in eight. And Jim, these retail sales

numbers, which came out half an hour ago, total holiday X Auto and Gas up 4-4, non-store, up 13-7.

It does seem like names like Target might have been an execution issue.

Yeah, I have to say that.

I just don't find any other excuse.

And I do think that Brian Cornell pretty much said, listen, we screwed up.

Other people, other stores did better.

That aggregate number is so much stronger than anything

we saw from Target that I have to believe they either went to Walmart, maybe they went to Best Buy,

maybe they went to Costco, but they sure didn't go to Target. We're going to get more earnings

...