Good Monday morning. Welcome to another hour of squawk on the street. I'm Sarah Eisen with Carl Cantania and David Faber. Live as always from post nine of the New York Stock Exchange.

Stocks are building on record highs. S&P's up two-tenths of one percent. The Dow is really the leader today up another 1% higher than 44K.

Goldman Sachs, Salesforce, Caterpillar, United Health. Those are all the big contributors to the Dow move. Goldman adding 100 points to the Dow by itself. Financial's in the lead today, as well as consumer discretionary, and that's a Tesla story. The NASDAX lagging. It's down a quarter of 1%. Some weakness in the chip names. Invita has given some back. Broadcom, Apple, meta, Amazon. They're all weaker.

Tesla is helping to offset that with another strong gain post-election, but most of the other

information technology names are a little bit weaker. Remember, the bond market is closed,

which is why we're not showing you treasuries for this Veterans Day. We're 30 minutes here into the

trading session. Here are some big movers we're

watching. Tesla shares coming off their best week since January of last year, now on pace for their

best monthly performance of the year and adding to those gains pretty sharply this morning,

up another 7%. SIGNA and Humana headed in opposite directions after SIGNA confirmed it will

not pursue a possible combination with Humana and then opposite directions after Cigna confirmed it will not pursue a possible combination

with Humana and then crypto-related stocks, the top of the market. Bitcoin hitting 80K for the first

time this weekend. It's sharply above there, boosting names like Coinbase and Micro Strategy,

micro strategy confirming it bought more Bitcoin, which continues to buy more

Bitcoin, Michael Saylor.

As far as the overall market, though, guys, we continue to be in this state of optimism,

I would say, over the results of the election combined with a federal reserve that has

been cutting interest rates and continues to signal more rate cuts

are on the way. And that's why you see groups like consumer names, financial, small caps,

I would add in there as well, really tied to the health of the U.S. economy, doing better.

I was at this conference on Friday speaking with CEOs across industries, telecom, cyber, banking, and tech.

It was overall a TMT conference about what the new outlook and the new prospects for an

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