AI headlines, IPO chatter, and McDonald’s plan shape Tuesday’s market open

CNBC's Morning Squawk previews Tuesday's session with five themes: AI headlines (Altman, Stargate, Berkshire-Alphabet stake, HPE's earnings beat, Marvell's jump on Nvidia), political tensions and Nvidia-led market highs, Anthropic and SpaceX lining up IPOs, the DOJ's Anti-Weaponization Fund under debate, and McDonald's NEXT growth plan alongside surging Kalshi trading volumes.