Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street.

Good Wednesday morning. Welcome to Squawk on the Street. I'm Carl Kintanilla. Jim Kramer's back alongside me and David Faber here at post-9 of the New York Stock Exchange.

Futures are steady after Tuesday somewhat wobbly action. Busy day for eco-data. Both durables and starts were quite strong ahead of Friday's GDP number.

Ten-year almost back to 408. Oil hits 64 on some of these Iran jitters. Our roadmap begins with

tech and the AI trade bouncing back today. Amazon snapping that nine-day losing streak.

Plus, arm shares moving higher in the pre-market. This as Nvidia shakes up its AI investments. And the so-called smart money making a lot of

moves in this market, we will tell you about the latest buying and selling from the 13F

filings. Let's begin with the markets, though, as the NASDAQ does look to extend

yesterday's gains after snapping that four-session losing streak.

More importantly, Jim, though it's good to have you back after kind of a long absence, almost a week and a half.

Yeah, I had some eye surgery. I'm back. I can't see you, but it's great to have both of you.

Carl? When did you switch side? It used to be, look, I've been paying attention to it.

Obviously, when you have a nine-day losing street for Amazon, after a quarter that was panned,

when you have in video, yesterday was a big reversal in video open.

I was telling my wife, because I'm actually home with her, she had a knee replacement.

The two of us really get along incredibly well when I can't see and she can't walk.

And what was amazing was she said, what's new? I said, oh, nothing. She goes, oh, Invidia? I said, yeah, down two. Because she knows nothing means Nvidia means nothing good. Now, the thing that I liked about Invidia was that at the end of the day,

David, I'm going to put this view as being seminal.

Okay.

I'm going to put this view as being seminal.

Okay.

I'm ready.

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