It's Jim Kramer here. You're listening to the opening bell of CBC Squawk on the Street. Don't miss a minute of the action.

Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kington, with David Faber, the New York Stock Exchange.

Kramer once again at One Market in San Francisco as Dreamforce ramps up today. Coming off those record highs, stocks are aiming for

more gains at the open, despite some disappointments from Home Depot and Coles, retail could have

its worst day of the month so far. Europe is solid, though, dacks up nearly 1% and the 10-year 180

as housing permits print a new cycle high. Our roadmap begins with retail route, the sector on pace for the

worst day of November on the backs of Home Depot and coals, both tumbling after cutting their

outlook and their cops forecasts. But the record rally for stocks, well, it rolls on futures

as you saw, pointing to renewed all-time highs at the open. And vaping crackdown. California

suing jewel for marketing to teens. New York's set to make a

so-called major announcement of their own later today. We'll start with retail, though. Home Depot

shares are down in the pre-market. earnings did beat, but sales missed, and the company does cut

its full year outlook, saying its integration of online and brick and mortar is not delivering

as quickly as they thought. Coles tumbling on weaker results and guidance but tjx is a bright

spot beating on both the top and the bottom lines Jim i was curious to hear you say a moment ago that

loz is getting to be the better buy because we're going to see that print tomorrow yes i have to

tell you i think Marvin ellison has really energized the place.

And one of the things that happened was that Lowe's fell behind Home Depot technologically.

They simply didn't have the systems.

That's no longer the case as Marvin Ellison rolls out technology at every single Lowe's.

Plus, he's changing management.

He's got a lot better managers.

...