Good Thursday morning and welcome to another hour of squawk on the street. I'm Sarah Eisen

with Carl Kintania, David Faber, and Jim Kramer joining us post-9 in the New York Stock Exchange.

Jim's sticking around for a special guest. In just a moment, you'll hear from RM CEO,

Renee Haas,

breaking down results with shares moving lower here in the early trading. But first, let's get

to stocks, which are higher. S&B 500, up a little bit. The Dow Jones Industrial average,

up seven, and NASDAQ up 28 after a strong day yesterday. Take a look at Treasuries. We continue to see this bit in treasuries with yields a little bit lower. It's reversing a bit, but we're still below 4.5 on the tenure. We're at 4-4-3, the two-year yield at 4-2. So kind of benign action there. We're 30 minutes here into the trading session. Here are three big movers we're watching. Pressure for the autos. Ford is in the red after projecting mounting losses for its EV division, and Tesla's

Euro delivery has come up short. The numbers later this hour. Apple supplier Skyworks getting

crushed right now, issuing a disappointing forecast for its mobile segment amid tougher competition.

The company also announcing that CEO Liam Griffin is stepping down from his role later this month,

stock down almost 26%.

And then watch retail today.

Tapestry, Ralph Lauren, Under Armour Peloton, all on the move after results from all three names.

We'll go over them in just a bit. Look at Ralph Lauren up

almost 14.5%. We've got the CEO next hour. Guys, as far as the data today, got a little bit

firmer jobless claims. Pretty decent productivity numbers again. Carl, I know you like the

watch productivity up 1.2% was the last read, which, you know,

add it all up. You have to kind of smooth it out. And for the last year, productivity picked up 2.3%.

That was the most in 14 years. It's good news for the Fed, too, because they've been trying to fight this

inflation thing. And, you know, that helps curb labor costs. And the surge in recent productivity has

helped take some of the pressure off of, for instance, the job market and bring inflation closer

to 2% without sacrificing unemployment. So that's, I just wanted to highlight another good news

...