Market moving insight and analysis join Jim Kramer, David Faber, and me, Carl Kintanilla, on the opening bell hour of CNBC Squawk on the Street. Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kinteney with Jim Kramer here at Post 9 of the New York Stock Exchange. David Faber has the morning off. Stocks do look to add to Friday's rally ahead of a busy week of Eco Data, the Electronics Show, a jobs number on Friday, 10 years still pretty elevated at 4-6.

On roadmap, chipstocks rallying, Nvidia's Jensen Wong is said to speak at CES tonight.

US Steel and Nippon Steel sue the U.S. government after the president blocks their attempted merger.

And Salesforce among the Dow laggards today

cut to sell over at Guggenheim. Let's begin with the markets, though, kicking off another

shortened trading week, Jim, as we'll be closed for business on Thursday. Right. Today is one of those

days where because of that, they're pulling forward some bond auctions. There's a three year and then today, a 10 year and then a 30 year.

And I mentioned those first only because the 30 years back to where it was November of 23.

Very negative article about housing today in the FTA,

trying to figure out what sectors are weak versus the obvious sectors that everyone seems to like today,

which is enterprise software. So you've got this kind of conflict where people like tech,

and once again, the rest of the market seems to languish. I think that's because people perceive

that the rest of the market is hostage to rates and that tech is is not hostage to anything.

So I'm aware of that and I'm just concerned that you have this speech tonight, 930, Jensen Wong,

and everyone's, every word, we're in, you know, we're really kind of just whatever he says is going to move things.

Against that, there's a really terrific piece.

I like the FT today.

They're really terrific, but I like it every day, I don't need to,

about private equity and private equity trying to get into the 401K business.

And Mark Rowan, who is a close associate of David when it comes to knowing about what's going on in private equity, should know that Mark Rowan's CEO of Apollo says, I jokingly say sometimes we levered the entire retirement of market to NVIDIA's performance. So in the way that we've got the NVIDIAs of the world, which everybody likes. In the other hand, there's just these stocks that are, that really are hostage to rates, and no one wants them. Yeah, you mentioned the issuance from Treasury this week, $19 billion with rates at 14-month highs.

Right. I mean, I start with those because that's what's going in the end control.

Because if we do see a spike in the 30-year state of five, then that'll start interfering with this tech rally that it seems to be

...