Good Thursday morning. Welcome to another hour of squawk on the street. I'm Sarah Eisen with Carl

Continia, David Faber, Jim Kramer, sticking around here at post night of the New York Stock Exchange.

Jim has a big interview coming up in just a few moments with Arm Holding CEO, Renee Haas,

first on CNBC on the back of the company's latest earnings and outlook.

Shares of the chip designer, by the way, reversing some earlier losses. We're going to get more details on what Arm is seeing when it comes to AI demand in just a few moments.

Quick check here on the markets, follow through after yesterday's giant rally, the celebration

of President Donald Trump and the red sweep. The S&P is up another half a percent.

The NADSEC, well, not officially. Not officially. We don't have the house called yet. Thank you, Carl. Giving me the look. Looking, appearing that way. Yes. Market continues to celebrate up 1% on the NASDAQ, Dow, up 53 points. 30 minutes here into the trading session. Here are some other big movers we are watching. Another chip maker in focus, Qualcomm rallying on Rosie Guidance. The company is seeing stronger than

expected demand in markets like autos and handsets, stocks up 2.4%.

Madurna is a top gainer as well, reporting a surprise profit. Revenue also comfortably

beating estimates. That said, shares still a big underperformer on the year.

And check out the move in Dutch Bros. Dutch Brothers up almost 40%. The coffee chain,

seeing revenue jump almost 30% from a year ago. Don't see that a lot in the consumer discretionary space.

Yeah, I have her one soon. That's been one of your favorites, too, right? Oh, it's one of the best stories out there.

I was just playing with a one-year bros versus Starbucks. I know. Ugly. Well, Dutch Bros. is going national, and I'm going to bring everybody a drink, and you guys will join me in staying up. What's so good about it? It's the annihilator. Come on. It has more caffeine than anything I've ever had.

That's what you need.

It's the annihilator come on the this it has more caffeine than anything i've ever

that's what you need i it's the highest octane and they know you every time they knew me

coming back a second time old ball guy a lot of calories too and some of their job

starbucks is bringing back sharpies um ahead of this fed day and fed decision let's get some

inventories with rickelli. Morning, Rick.

Good morning, Carl, indeed. Now, these are September, the last month of the third quarter,

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