Sara Eisen and David Faber began the hour with a look at some defining economic charts of the year before breaking down the bull case for stocks with one longtime market veteran. Plus: Meta making a deeper push into AI agents with a new acquisition reportedly worth billions... hear key analysis from D.A. Davidson's Head of Internet Research - and the latest on Softbank fully funding its $40B commitment to OpenAI. Also in focus: Guggenheim's top retail picks for the new year - including some names you might not expect... Key details from fresh housing data just crossing... and a deep-dive on a new AI start-up hitting the restaurant scene. <a href="https://urldefense.com/v3/__https:/www.cnbc.com/squawk-on-the-street-disclaimer/__;!!HqJSLGM!uCnRzL8sw0zDv24y-5sOIFUC0pgExA9JnNMmwWkZd5mUIQJQpFQRdlNhw1zMYFFYNdQOPGVM3L-r8djVB-JZ4_RPwpfewNor$">Squawk on the Street Disclaimer</a> Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

Bulls Rule in 2025, AI from Apple to Nvidia, Blinder's Fed Outlook for 2026 12/31/25

CNBC’s “Squawk on the Street” with Carl Quintanilla, Jim Cramer, David Faber and Sara Eisen is broadcast from the floor of the New York Stock Exchange, on site at the opening bell with the up-to-the-minute news investors need to know and interviews with the most influential CEOs and greatest market minds.