Good Thursday morning. Welcome to Squawk in the Street. I'm Carl Kintanian with David Faber, live at Post 9 of the New York Stock Exchange.

Sarah Eisen joins us today from Liberty Media's Investor Day in Las Vegas.

Coming up this hour, a must-see interview with Cleveland Fed President Beth Hammack as this divided Fed gets some new data inputs from this morning from the jobs number.

That Nvidia, bullish print calming down, some AI bubble fears.

We'll talk to Dan Niles about whether the numbers are an all-clear for tech and maybe the

market at large.

And a lot more from David's wide-ranging interview with Liberties chairman john

malone including some of his biggest regrets in his career and what comes next first of all that's

got some housing data that's just crossing diana olick has that for us now car existing home sales in

october rose 1.2% from september to a seasonally adjusted annualized rate of 4.1 million

units. That's right along expectations. Sales were up 1.7% year over a year. Now, this count is based on home closing.

So contracts likely signed in August and September when the average rate on the 30-year fixed mortgage came down for a bit, but as you can see, is now

higher. The bigger headline here is supply, which had been gaining all year. It fell to 1.52 million

units down a little less than 1% from September, still nearly 11% higher than the year before.

So it's now a 4.4 month supply, which is still considered lean. And that is why prices are still stronger.

$415,200. That was the median price of a home sold in October, up 2.1% from a year ago and the

28th consecutive month of annual gains. Homes are staying on the market longer and average 34 days,

up from 29 last year. That's the longest in six years.

First-time buyers making a small comeback at 32% of sales up from 27% a year ago.

And sales growth continues to be on the strongest end of the highest end of the market.

Those of the $1 million plus homes up 16% year-over-year sales of homes priced between $100,000 and $250,000. Flat. Carl, back to you. All right, Diana. Thank you, Diana, we'll look this morning. NVIDIA shares climbing after a better than expected quarter. The company making its way to that $5 trillion valuation. Our next guest says, Invidia may have just saved Christmas with its Goldilocks quarter.

Let's bring in Niles Investment Management founder and portfolio manager Dan Niles. Good to talk to you, Dan. Appreciate the time. My pleasure, Carl. We've gotten through AMD Investor Day. We've had Microsoft Ignite. Now this NVIDIA print, a lot of catalysts. Where does it leave us? Well, I mean, you really needed a solid print out of Nvidia, and as I wrote up on Sunday,

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