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What's On: Utilities, Tech and Transports

Here's what's up on Tuesday's Squawk on the Street:

--We're following the President's new stimulus plan. Think R & D.

--Plus, in depth on several sectors as America gets back to work. On the agenda, the utilities sector, including Wisconsin Electric, American Electric Power, PP&L Corporation common stock , NextEra, CMS Energy and Progress Energy.

--Also this morning, tech: Dell, Cisco, Hewlett-Packard, Microsoft, EBay and Apple.

Mark Hurd, booted from Hewlett-Packard, taking a new job at Oracle. We're all over the drama in Silicon Valley.

--Plus, details on the transports: Canadian National Railway, Canadian Pacific and CSX are among the stocks we're talking about.

The Street Poll asks if you're a bull or a bear between now and the end of the year. Share your opinion, and watch the show starting at 9am eastern.