Good Tuesday morning. Welcome to another hour of Squawk on the Street. I'm Sarah Eisen with Carl

Kintania and David Faber, live, as always from post nine of the New York Stock Exchange.

Stocks are climbing this morning. Trade tensions ease and the S&P is up about a third of one percent.

NASDAQ up eight-tenths of one percent. It is tech in the lead again. Along with energy,

energy stocks are doing well up one and a quarter percent for the group. Communication services,

consumer discretionary materials and industrials, all higher. The Dow is actually down a little bit.

You've got some names there dragging on

the Dow. Look, earnings are front and center. Merck is dragging 72 points off the Dow. Visa American Express,

Sherwin Williams, also all lower. Take a look at Treasuries right now. Trend has been buying bonds

with yields a bit lower. It's kind of reversing on the 10-year and 30-year today, 4.55. But on the short end, we're moving south. 4.23. We're going to get jolts any second end. They're out right now. We'll get to that in a second. Another big morning on Capitol Hill as well. Senate finance set to vote on Robert F. Kennedy Jr.'s nomination to be Secretary of Health and Human Services.

We will get you those headlines as soon as they happen.

Key vote to determine whether it moves to the floor.

We're 30 minutes here into the trading session.

Here are some big earnings-related movers.

We're watching Palantir surging to record highs.

Check out this move up almost 27 percent after a big beat and strong guidance.

More on what to do with the stock from here in just a moment. Big Pharma is also on the move.

I mentioned Merck. Revenue guidance for the full year came in below expectations. Pfizer beat estimates,

though, and reaffirmed its full year outlook. And then watching consumer names. Pepsi reporting weaker than expected North American demand. We've got some fresh comments from the CEO to share with you in just a bit. S.A. Lodder out with a disappointing forecast, cutting up to 7,000 jobs. And Clorox raising guidance. All those stocks are lower. Stay Lodder down 13%. Let's get to that aforementioned Joltz data. Let's get to Rick Santelli. Hey, Rick. Hey, Carl and D. Joltz, this is the summer number. It's always two months in arrears. Expecting 8 million-ish, 7,000,600,000. That is the smallest month-over-month job openings. Well, going all the way back to CEP of last year. There was

a revision upward, though, of November, and that was from $8,9,000 to $8,156,000. Now, let's look

at fact you orders for December, shall we? Expect it down eight-tenths, pretty much as expected, down

nine-tenths. That would be the weakest going back to July of last year.

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