Good Tuesday morning. Welcome back to 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 higher again today after an

up close yesterday. If you look at the major averages, we're up a little more than a tenth of a percent,

so many rallies, but enough. Nasdaq outperforming, you do have big tech, Tesla rebounding. Dow's up about six points right now.

Kind of a light day. We have CPI tomorrow and then wholesale inflation after that. As for treasuries and what we're seeing right now, there's buying across the curve, 10-year yield down to 4.44.

We have a three-year note auction later, a 10-year tomorrow, and then the biggie on the 30-year auction on Thursday. People are scrutinizing these as sentiment indicators for the bond market overall. Utilities, industrials, financials, and staples are underperforming today. Energy is actually one of your best-performing sectors right now, along with communication services and health care.

Coming up this hour, Goldman Sachs Chief U.S. equity strategist David Koston joins us with his outlook for the market as the major averages flirt with record highs.

Plus, Bob Eiger on the record will bring you highlights from David Faber's interview with the Disney Chief.

Following news that the company has come to terms with Comcast to buy out its Hulu steak.

But first, we're 30 minutes here into the trading session.

Here are three big movers we're watching.

IBM announcing plans to build a large-scale quantum computer by 29 called IBM Quantum Starling.

It will be based out of New York, have 20,000 times more operations

than current quantum computers, according to the company. Smuckers under pressure after posting

weak numbers and guidance, the company citing tariffs and changing consumer behavior as concerns,

and then look at shares of Casey General. Those stores are popping. after a top and bottom line beat, higher same store sales and strong guidance.

On the call, executive said, quote, we're seeing good strength from high income consumers, those making over $100,000 a year.

And then even on the low end, we are seeing that traffic is hanging in there. With smuckers, it's more of a, it's a tariff problem. It's a dog food problem. It's a snacking, not snacking as much. So right down on the hostess acquisition. The host and hostess is not performing well. I'm never afraid to show my ignorance. So breakfast pizza? Do you know anything about this with Casey's? What's going on here?

Breakfast, no, it's very popular.

Tell me about it.

Casey General. I haven't experienced breakfast.

I mean, I can always eat breakfast pizza. You know I can eat pizza anytime.

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