Market moving insight and analysis.

Join Jim Kramer, David Faber, and me, Carl Kintania on the opening bell hour of CNBC Squawk on the Street. Good Monday morning. Welcome to Squawk on the street. I'm Carl Kintania. Jim Kramer is back in post nine of the New York Stock Exchange. David Faber has the morning off. Final week of Q2 as the S&P is coming off three weeks of gains, up nearly 4% for the month, busy week, PCE, the presidential debates, Micron earnings, Nike, Carnival, FedEx, and more.

Our roadmap begins with the final trading week of the first half, GDP, PCE coming, a lot of Fed speak on deck, while high-flying Nvidia does look on track for a three-day slump.

All things Apple, the first company now charged with violating the EU's DMA rules

and reportedly discussing an AI partnership with META.

And federal prosecutors want Boeing to face some criminal charges from the DOJ.

Let's begin with the market, though, kicking off this new week of trading, Jim. You are a sight for sore eyes. Did you have fun? Oh, it was the greatest. It was with my two daughters, and you can't beat it. It was all outdoors. I had not a lot of pay attention to the market, although I did my deep dive yesterday. And I will say from the get-go, it is almost impossible. Yeah, that's a

great Teton. That's a nice looking shot. You know what? The National Park system is unbelievable.

Yes. And these two are back to back. It's Yosemite and it's Teethan. And it's 100%. I mean,

by the way, Old Faithful is pretty amazing. Did you, you see? Oh, yeah. I mean, it's a faithful is pretty amazing you did you oh yeah I mean it's complete

hours a complete hack tourist which I recommend everyone in this country to be a complete hack

towards because you just don't know how great our country is and it's just nice to see something

really work national parks John D. Rockefeller Jr. thank you for making that happen. Your stuff on social during the week was great.

How much were you able to watch?

And what do you make of the equal weight outpacing the benchmark last week?

Look, there was more written about the so-called outside move in Nidia than I've read about any chart in a long

time. Here's my problem. And I did a piece yet last night, this weekend for the investing club.

It's difficult to value Invidia. I mean, it might turn out to be that the P.E. is much lower than

people realize people don't know what Nvidia doesia does that hurts it we all know what

apple does we all know what microsoft does so when it got to the rarefied area i think a lot of

people have said what are we who are these guys it was like butch cashing a sundance kid not just because

a western metaphor who are these guys and so i i kind of look at it and i say the market is

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