Good Friday morning. Welcome to another hour of squawk in the street. I'm Carl Kingtonia with Leslie Picker here at Post 9 of the New York Stock Exchange. Sarah and David both have the morning off. Coming off the worst day for the NASDAQ since September got some opening gains. Dow's up 300, S&P up about 43. Amazon definitely helping out as we wrap up this busy week of Mag 7 earnings. The jobs number, a little

squirrelly, a lot of noise. 12K is a miss from the 100 estimate. We'll talk about why in a bit.

Yeah, it feels like market is more focused on the idiosyncratic gains here. We're 30 minutes

into the trading session. Here are three big movers. We are watching. Apple and Amazon,

the latest big tech names to report.

Headed in opposite directions, though, despite top and bottom line beats from both names.

You've got Amazon up nearly 7 percent. Apple down about a percent there. We're on those moves

in just a moment. Chevron and Exxon, both in the green after their report cards, Chevron

announcing huge cost cuts as much as two to three billion dollars worth by the end of 2026, while Exxon increased their dividend.

And watch Intel. Shares still cut in half on the year, but gaining this morning after better than feared numbers.

Those shares up more than 6%.

Got some economic data crossing the tape.

Busy morning for that, of course.

Let's get back to Rick Santelli.

Hey, Rick.

Absolutely, we do.

Construction spending for the month of September,

expected to be unchanged, comes in a bit better at up one-tenth,

and last month's minus sign at minus a 10th becomes positive 110.

So that's pretty good, reversing a stretch of negative numbers since June.

If you look at the ISM manufacturing complex, well, the headline number 46.5 is definitely a miss, sequentially lower than the 47.2, 46.5, well, that is the week is going back to June of last year, June of last year when it's 46.4.

If we look at prices paid, this is a number we want to see going down, but it remains above 50, 54.8, well above the estimate, which was exactly at 50. Last month, it was 48.3.

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