It's Jim Kramer here. You're listening to the opening bell of CBC squawk on the street. Don't miss a minute of the action.

Good Monday morning. Welcome to another hour of Squawk on the street. I'm Carl Kintanao with David Faber. Deirdre Boses here at Post 9 of the New York Stock Exchange. Sarah Eisen is on assignment. Nice opening gain. Dows up almost 300. Got outsized gains in some of the

small caps rustle up better than 1%.

Treasury is a bit elevated ahead of a lot of macro this week. Ten year does get to 429 this morning

and then energy of course, 6714, the low print of the morning on pace for the worst session

in about two years. And we are 30 minutes into the trading session. Here are some of the movers

that we're watching at this early hour. Keep an eye on the airlines and the cruise liners gaining

after the big plunge in oil prices, Boeing launching a $19 billion capital raise to shore up its

finances as the company's worker strike continues more on what it means for the investors later this

hour. And Robin Hood is in the

grain after announcing plans to jump into election trading. Users are now able to buy Harris

or Trump contracts starting today as long as they meet certain criteria like being a U.S.

citizen, much more on the state of the race with just eight days to go now later this hour. It's great to have you on desk today, Dee. You came armed with a lot of insight regarding the mag seven earnings we're going to get this week. You know, we got the five of them this week. It is going to be so busy. And, you know, what strikes me always when we get to this time of the year, four times a year, is just how much exposure to so many

different themes. You've got AI, you've got streaming, you've got autonomous vehicles, you've got

advertising, and the growth rates, right? Even though we've seen the trade dry up a little bit

recently, it's hard to argue with the EPS growth and the double digits for a few of them. Even

single digit is better than the what,

about 3.6% gain for the 493 others. Yeah, I always come back just to the numbers themselves

because they are just so stunning in terms of the size of these companies at this point.

And we certainly will be adding up how much they're spending on CAPEX because it's such an

important component overall. And the numbers, Deirdre, are going to be in the hundreds of billions, certainly for the year. And we're going to keep tracking it. And we'll hear what the companies have to say on their respective conference calls about their plans as to whether to maintain or even potentially increase. And if you remember back to last quarter, spooked investors a little bit,

right? When Sundar Pichai, Alphabet CEO, says things like they can't be spending enough,

...