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 Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kintania with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. The Bulls are trying to assemble a day after that deep seek gut check and the NASDAQ's worst day in six weeks. But it is tentative so far as the market also wrestles with some fresh tariff warnings from the president and now Treasury Secretary Bessent.

Romant begins with the AI stock route.

Invidia and other chip names look to rebound after that deep seek fueled selloff.

Plus GM and Boeing are among the companies that have reported earnings this

morning. We're going to be joined exclusively by the CEO of Boeing. That'll be in just a few minutes.

The company is laying out its recovery plan, of course, following its largest annual loss since 2020.

And a new partnership to address one of the key concerns, at least it was until yesterday,

surrounding the AI boom.

And that's the rising demand for power and the drain, of course, on the electric grid.

We're going to have the CEOs of Chevron and GE Vernova.

They're both going to join us exclusively in this hour.

Nice.

Let's get right to the markets a day after the NASDAQ did drop by 3% fueled by China's

AI startup deep seek.

Invidia shares rebounding a bit this morning after wiping out almost 600 billion in market

cap yesterday.

Of course, that is the biggest one-day market cap loss in U.S. history, although the

rotation gym was to some areas of tech, too.

Yes, indeed. And remember,

the second worst was also in video during the watch party period. The stock is up. What I would say is there'll be heat-seeking missiles coming after that stock up. And if you really want to buy it,

wait until they send it down two, three bucks, because that's been the usual practice here. Look, it's no doubt about it that people just say they're the blast zone. I like Semblis. I go to Semblis a lot from J.P. Morgan. And he's saying, listen, before you just write this off, remember that there are real winners, winners and losers. And he's saying

that Amazon's a winner. They benefit high

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