Market moving insight and analysis join Jim Kramer, David Faber, me, Carl Kintania, on the opening bell hour of CNBC Squawk on the Street.

Good Thursday morning, welcome to Squawk on the Street. I'm Carl Kintanaia, Jim Kramer's back.

David Faber here post-9 of the New York Stock Exchange. Big Tech looks to reclaim some losses on this barn burner profit and Kappex guy from Taiwan semi.

More relief as the president says he has no plans for now to fire J. Powell or attack Iran.

Oils down for the first time in about six days.

Our roadmap begins with this tech rally fueled by Taiwan Semi and the record results,

as the president does clear the way for NVIDIA to sell its chips to China, but with a massive surcharge.

We've got more earnings from Wall Street this morning. Goldman Sachs, Morgan Stanley, and BlackRock

leading that charge. BlackRock CEO Larry Finkel, will join us first on CNBC. The company reporting

record inflows, its assets under management now top $14 trillion.

And oil prices are down this after President Trump signals he may hold off on any attacks against Iran.

Let's begin with his rebound attack sparked by Taiwan Semi, getting a lift from this AI boom.

Company posts a 35% jump in quarterly profit.

Plans to boost CAPEX this year to as much as 56 billion.

Jim, we're seeing it today in ASML, Lamb, Sandisk, you name it.

It's really funny.

AISM moved faster than Taiwan Semi itself than the others caught up,

and a lot of firms upgraded to capital equipment stocks. But the actual Taiwan Semi called was amazing. And we're going to get a lot of talk

about what it means for applied materials and the research. It's good. But what the essence

of it was, you think there's a bubble? Have you talked to any of the clients? Do you know

that they can't get enough? Do you know that they can't get enough?

Do you know how much money they're making? We usually hear that they're spending too much and they're not getting returned.

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