Good Monday morning. Welcome to another hour of squawk on the street. I'm Carl

Kintana with Leslie Picker, David Faber, here at post nine of the New York Stock Exchange. Sarah

Eisen has the morning off. Starting the week off a little soft. Dow's down 100. A lot of big

industrial earnings headed our way in the next few sessions. Yields creep up a bit, got back to 414 on the 10-year, and energy as well, reclaiming 70 after a 6% decline last week, one of the worst weeks of the year.

Good morning, everybody. Happy Monday. We are 30 minutes into the trading session. Here are some movers we're watching, striking Boeing workers voting on a new labor deal that could end the strike this week, the latest this hour,

but shares are up 3.8% right now. Signa reportedly resuming mega merger talks with rival

health insurer Humana. Those stocks headed in opposite directions right now with Cigna down nearly four and a half

percent or more than four and a half percent. Some moves in the activist space as well can view a

top gainer on new Starboard has taken a position in the consumer products maker. We'll break it all

down in just a moment. Those shares up more than 6 percent. And take a look at shares of Disney,

announcing James Horman will become board chair next year and that it will name CEO Bob Eiger's replacement in early 2026.

More on Disney's succession plan ahead on the show.

Got a new note out by David Koston of Goldman Sachs today saying the S&P will serve up just 3% annual returns over the next decade.

That's far short of the booming gains of 13% from the last decade.

And it comes as the S&P and Dow do hover near record highs coming off the longest winning streak of the year.

Let's talk more about where this rally goes from here this morning with Fundstraat Global Advisors,

Head of Research and CNBC contributor Tom Lee, who recently raised his target to S&P 6K.

Tom, good to have you. I loved your note the other day looking at what S&P revenue has done

in the face of declining inflation. And your general point is that real revenue has accelerated and that kind of explains

why equities have been so resilient uh that's right karl you know as you know many

investors and pundits thought as inflation fell and it's been cut in half in the last two years

that that would cause revenue growth not only to hit a wall,

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