Good Tuesday morning. Welcome to Squawk in the Street. I'm Carl Kintanao with Mike Santoli here at Post 9 of the New York Stock Exchange, along with Sarah Eisen, who joins today from CNBC's CEO CEO, CEO, David's on assignment at Tesla's Austin, Texas headquarters ahead of a huge, rare interview you don't want to miss. And 2 p.m. Eastern Time with Tesla CEO Elon Musk. In the meantime, S&P, NDX, both going for a six-day win, but Bonds not necessarily

playing along at the moment with the tenure back above four and a half and the 30-year approaching

five once again. I had this hour Alphabet kicking off its Google I.O. Developers conference,

big questions swirling around the company's future with surge and AI. We're going to talk to a former Alphabet executive who now runs AI in quantum computing company Sandbox AQ. Plus the key reading on the state of the consumer from Home Depot. A very different tone from Walmart when it comes to tariffs today. We'll get you those details straight ahead. All right, we are 30 minutes into the trading session.

Here are three big movers we are watching. D-Wave Quantum is jumping this morning after the company

released its latest computing system, Advantage 2, which it says can solve, quote, complex problems

beyond the reach of classical computers. You see the stock is up 18%.

This has been one of those favorite kind of speculative quantum names in the market.

Some moves in software as well, loop capital downgrading MongoDB to hold from buy on slower

than expected AI tailwinds, while Evercore upgraded HPE to buy, as they call the risk reward levels favorable there.

You see each one moving slightly in the direction indicated.

And Levi Strauss is on the move as well.

Following news, it will sell dockers to authentic brands group for more than $300 million.

Levi's up 2.5%.

Sarah.

Mike, I'm here at the CEO Council Summit out west. And look, annual gathering of CEOs

from a cross-section of industries. And, you know, I thought it would be all about tariffs and

the new administration and re-regulation. But, you know, there's a lot of talk also about just changes in consumer behavior

and consumer buying habits.

That's been a big trend here as well.

And, yes, how to deal with some of the changes we're getting in Washington.

Just wanted to bring you some color from some conversations we've had already on stage.

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