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

Don't miss a minute of the action. Good Friday morning. Welcome to Squawk on the Street. I'm Carl Kintaneda with Jim Kramer and David Faber post nine of the New York Stock Exchange. Futures just a bit soft after Thursday's rally took it near the top of the April range. Google, Intel, Timo, some of the key earnings as investors now wade through even more contradictory headlines on China trade talks. That's where our roadmap begins.

Continued China tariff confusion. Trump says talks are underway. Beijing says no, not really.

Meanwhile, Apple reportedly looking to move all U.S.-bound iPhone production to India by next year.

Plus shares of Alphabet, they are on the rise, thanks to stronger than expected revenue growth.

CapEx hit a record, of course, than the AI boom.

CEO Sundarfeshai saying, still trying to figure out the business model for Waymo.

And Intel delivers soft guidance on what it calls customer uncertainty over

tariffs. It's very new CEO saying layoffs will start this quarter. Let's begin with the

markets, tariffs in the trade war. A lot to digest, Jim, as we read through the mind-bending

transcript of this time interview. Yeah, given Wednesday, remember that the, I worked for time for why, you got it in Tuesday.

So you're talking about Wednesday.

Very few people actually, David, do anything that's contemporaneous, so to speak.

So you're looking at something that.

Right. Today is Friday. This was done on Tuesday.

Exactly. Yes.

They used a good picture. I saw the pictures they were going to use.

This is a very presidential picture.

But I think that there are talks, but I don't think they're at the level of matters.

And I think we should just continue to think that there is going to be a day that comes where everything is a lot more expensive.

Yeah, I don't, all right.

Well, I mean, what?

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