Market Moving Insight and Analysis joined 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 Kintanio with Jim Kramer, David Faber, post-9 of the New York Stock Exchange.

Futures a little soft as the Dow comes off a record high on pace for the best week since June.

The government shutdown is over. Markets asking what's next.

We would have gotten CPI where consensus was for 3-1. That would have been the highest in about 17 months.

A roadmap begins with the longest government shutdown in history finally coming to an end.

The president signs a funding bill that does pass through Congress.

Disney's out with its earnings. We've got a lot to explain. Profits were better than many estimates.

Revenues below many estimates. Streaming subs up. There was a dividend hike.

So buying back some more stuff. Yeah, seven bill. Yeah. And, of course, we're going to talk about

the AI boom fueling Cisco system's

latest earnings and its outlook. The company's CEO, Chuck Robbins, will join us in a first-on-C.

Fantastic. Let's begin with the end of this 43-day shutdown. Last night, the president

signed funding legislation into law that will keep the government open until January 30.

Measure will result in back pay for federal employees who've been furloughed since the beginning

of October and those who've been working without pay.

Starting to see some schedules, Jim, of when we might start getting data releases.

Not all of them will be complete or even whole.

No, no, but what I want to focus on is what Wall Street's saying, and Wall Street

is saying you basically have the end of the gloom. They were really relating the gloom in restaurant

and retail to the shutdown. Now, David, you know there's not that many people involved with the

shutdown, but you know that Wall Street had churned on restaurants and retail, and it's almost like they're using

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