Market Moving Insight and Analysis joined Jim Kramer, David Faber, and me, Carl Kintanilla, on the opening bell hour of CNBC Squawk on the Street. Good Friday morning, welcome to Squawk on the Street. I'm Carl Kintania with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. Some continued relief for equities pre-market as the government shutdown is averted in Congress for now, and U.S. Tech does reassert its leadership. NASDAQ 100 coming off fresh all-time highs, 10-year 415. A roadmap begins with stocks trying to build on yesterday's gains. NDX will aim for another all-time intraday high. And as Mike said, S&P, a few points away from a record close. Plus, Mark Zuckerberg detailing his company's future roadmap for AI.

It's, of course, indicating that Met is going to spend billions on Nvidia's AI chips in

2004. Ford announces that it's going to cut production of its F-150 Lightning Electric

truck. It may be seen less anticipated EV growth in 2024. Let's begin with the markets, as we said, one day after a fresh record high for the NDX gym. I've got triple Q's in there as well. Lots working in tech, and that's continuing into this morning as well. Yeah, I mean, once again, we realize, do you have AI tailwinds? If you do like Microsoft, you're doing fine. How do you get an AI tailwind from

from that? It's very easy. You just say, listen, I'm in contact with Nvidia. Anyone's in contact

with Viti. You brush by NVIDIA. Your stock goes higher. It literally is, David, all hands

on deck. Get us from H-100s. Wait till the H-200 comes out. And then when you see the fight for H-200s, it's going to be extraordinary.

Is it going to be Zuckerberg wrestling with, I mean, maybe not Musk, but maybe.

Maybe they do need to have another, you know, get that back on the calendar, the steel cage match.

They can wrestle.

The winner gets access to more Nvidia chips.

Jensen is respect for Musk, but the relationship with Zuckerberg and Jensen has always been very

solid.

And by the way, human, human-like.

And we know, or we can at least guess, we don't know what their price per H-100 is, Jim,

but they're getting a better deal in the F40G. This video yesterday, where he made it very clear. we can at least guess. We don't know what their price per H100 is, Jim, but...

They're getting a better deal in the F40G.

...where he made it very clear, of course, about their efforts in terms of open sourcing

and just how many of these chips they're actually buying. Take a listen.

Incredible.

Wasn't that amazing?

This technology is so important and the opportunities are so great that we should open source

...