Market Moving Insight and Analysis joined Jim Kramer, David Faber, and me, Carl Cantonea on the opening bell hour of CNBC Squawk on the Street.

Good Friday morning, welcome to Squawk on the Street. I'm David Faber at Post 9 of the New York Stock Exchange.

Jim Kramer is over at one market in San Francisco.

Wrapping up what has been an amazing week for Jim out west.

Let's give you a look at futures

as we get ready to begin trading for the final day of trading of the week. Do we have that?

Maybe not. All right. Well, if we don't, we'll get to our roadmap. It does start with that record

run for stocks, major indices seeing a four-day win streak, the down nearing 40,000 for the first time, and the S&P, it has been holding above 5,200. FedEx share is also surging this morning, despite what was a revenue miss for the eighth straight quarter, the company saying it's seeing results from cost-cutting

efforts. And are there some warning signs in retail? Nike and Lulu Lemon shares both moving lower.

Nike is seeing slower growth in China. Lulu, perhaps less optimistic about its business right

here in North America. Let's start with the markets and that record rally achieved.

Despite that pullback, by the way, interestingly, we saw yesterday in Apple shares.

And really, throughout the course of this year so far, Apple shares have not participated, as we pointed out many times, Jim, in the overall rally.

Look, people regard as a no- company 2% max people looking at the phone itself and then uh insult to injury jonathan canner

on this morning really this basically him basically calling him not a monopolist but the

a company that is trying very hard to pressure other companies that are in their universe.

I think that there will be a bit of a hangover.

The recent analysts who actually took it very seriously.

It is not the one known for AI, David.

The other companies that are in the Magnificent Seven, or AI companies, although Tesla cutting production

in China is bringing that one down. So I would stay, I would, of course, stay long it. I don't

think there was anything injustice that was anything more than a mosaic of oddities that they

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