Market moving insight and analysis.

Join Jim Kramer, David Faber and me, Carl Cantonia, on the opening bell hour of CNBC Squawk on the Street. Good Monday morning. Welcome to Squawk on the Street. I'm David Faber. He is Jim Kramer, and we are live from Post 9 at the New York Stock Exchange. Happy Monday morning, everybody. Carl has this morning off. We're going to get started, of course,

with trading for the week, about a half hour from now. You can see we're looking for a slightly lower

open. It looks what? It looks fine. It's fine. It's the same stocks going up every morning.

It's the same stocks going up, and we're going to get to that because our roadmap this morning

does begin with AI, and it's boosts to stocks to new highs

and video by the way above five trillion now in market cap that is another record close it has

Intel's coming off what was its best day since 1987 and Qualcomm also up on reports from an analyst about a new deal potentially involving OpenAI.

By the way, speaking of Open AI, Elon Musk and Sam Altman are set to face off.

It's a high-stakes trial on the West Coast.

This is, of course, over Open AI.

And its founding mission and Musk's opposition to what he says was unjust in Richmond.

We will go live to that courthouse.

And speaking of AI again, Related Digital secures $16 billion.

This will be to finance Oracle's Michigan Data Center for who else?

Open AI. We're going to speak with related digital's chairman, Jeff Blau. He's going to join us right here on set, Jim. Wow, that's cool. That's good. Yeah, about the new project. But let's start with the markets. There's Jeff. And let's turn to Mr. Kramer and just get your sense here in terms of how we're thinking about things.

After what's been an historic run in certainly the semis, 18 straight days. They are sapping this market of cash. Every single available new dollar seems to go into this

group. So you'll see things like health care. Just every day they go down, you say,

what's the matter with health? What's the matter? What's matter with Merck? Nothing. The money

keeps going to the data center. It is one of those things that there'll be a lot of, let's say,

Grapeer's official, you know, people who come on Stentorian on our network and say this can't

last. And I come back and say, so what ends it?

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