It's Jim Kramer here. You're listening to the opening bell of CBC Squawk on the Street.

Don't miss a minute of the action. Good Thursday morning. Welcome to Squawk on the Street. I'm David Faber alongside Jim Kramer. We are live from Post 9th. The New York Stock Exchange. Carl has the morning off. Let's give you a look at futures as we get ready to start the trading day, one half hour from now. We are looking for a higher open.

Let's get to our roadmap this morning.

It does start with those markets. as we get ready to start the trading day, one half hour from now, we are looking for a higher open.

Let's get to our roadmap this morning. It does start with those markets getting closer to new

record highs. And as for Nvidia, well, it hit an all-time high and is now, again, the world's

most valuable company that we'll be talking a bit about that.

Reports that President Trump is considering naming Fed Chair Powell's replacement as soon as this summer, even though Powell's term, of course, doesn't expire for some time.

And Mike Gron shares are moving higher, this on the back of its latest results and its guidance.

CEO, going to join us in just a few moments.

All right, let's start with,

let's start with InVidia.

And it's kinda nice again, I've said this a couple of times,

refreshing to get back to our main themes here

in terms of AI and what it means overall,

robotics and so many of the things that we love to talk about, Jim.

But what does it mean to you that the stock has now, once again, reached a new high,

and it's up 13% month to date.

Obviously, it's got the largest market cap.

I think it's up 40 plus percent, roughly, since the tariffs on April 2nd.

Well, it's very important to recognize that the real blow to NVIDIA was when the president

said, or someone in the White House, we never really heard, can't sell to China.

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