Good Monday morning. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl

Kintanee and David Faber. We are live, as always, from post nine of the New York Stock Exchange.

Stocks are kicking off the week in positive territory, at least looking at the S&P 500. A little more pressure on the Dow, down 25 points.

The S&P, though, higher, and it is led by technology. As you can see, the NASDAQ starts off strong.

We're up almost a full percent on the NASDAQ. After last week, tech underperformed on this climb and yields.

As for treasuries, we start the week where yields are sitting near one month highs. There's some

buying today, lower yields, 4.14

is the 10-year note yield,

two-year yield, 3.6.

Today, tech stocks are rebounding.

As mentioned, after concerns last week

about sky-high AI evaluations,

we'll ask AI and tech investor

Byron Deeter if he thinks we are approaching

bubble territory. Plus, Tesla has been on a hot streak lately. Even as we approach this week's

end of the federal government's EV tax credits, former Tesla president John McNeil will join us to

discuss. And the end game for EA, the video game maker going private and a deal worth more than $50 billion details on the buyers.

Straight ahead.

It's been a busy few sessions for housing data.

And there's more today.

Let's get to Diana Oleg.

Hey, Diana.

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