Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street. Good Wednesday morning. Welcome to Squawk on the Street. I'm Carl Kintanilla with Jim Kramer, David Faber, post-9 of the New York Stock Exchange. Five record closes in a row for the S&P. Future suggests the Bulls will take aim at a sixth with Powell, day two on the hill, more deflation out of China, two-year yield lowest since March. Our roadmap begins with the records rolling on.

S&P and NASDAQ. with Powell Day 2 on the hill, more deflation out of China, two-year yield lower since March.

Our roadmap begins with the records rolling on.

S&P and NASDA extend to new highs.

Tesla targeting its 11th straight daily gain, and Apple tops 3.5 trillion.

Let's begin that with tech continuing to fuel the market's record run Jim, lots of target increases for meta today, Apple, Amazon. We knew these first couple weeks of July would be good. Yes, the first 10 days, as you said, the best days. I get up early. Just Taiwan Semi has always been very exciting to me because it is the key. It's a trillion-dollar company, by the way, and it was everything we thought it was going to be with 33% sales up.

They report in a couple weeks, so this is not the definitive earnings.

But what you can read through here is you can read through a video.

You can read through AMD.

And then, of course, the reverberations of all these is super micro.

We can talk about micron.

David, there's a moment where I was watching another show, and I was a guest, I don't mean to criticize, but saying, listen, until it broadens out. And I'm just saying it broadened out from Nvidia to Super Micro. What do you need? What do you need? I mean, does it have to... I mean, does Warehouser have to run here?

Is that what we're waiting for? Are we waiting for W.K. Kellogg? Are we waiting for you to finish

texting someone and answering me? Sorry, that was a little aggressive in the first two minutes. I don't know if this mic is working.

Is this mic working?

You can hear me.

All right, we're good.

Because at the top of the show, I got some text that said my mic wasn't working.

So anyway, Carl, we're good because at the top of the show, I got some text that said my mic wasn't working.

So anyway, Carl, we are in a cold tree. No, David, you know what I feel like. I know you're talking about the broadening out. The broadening out is not, I mean, you're kidding like super micro. If I wait for broad. Super micro, I'm trying to book up. You kidding me? If I wait for broadening out, I'm going to, what,

what, do I need Huntington Bank shares to go up before I pull a trigger?

No.

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