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What's On: Commodities, Retail and Banking, Oh, My!

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

--The impact for stocks as commodity prices keep growing, growing and growing. We'll take a special look at John Deere, the stock's been doing really well recently. Is there still room to run?

--Plus we'll look at Target. The stock's had a rough week, but if you compare it against Wal-Mart, there's a good stock story to tell and we'll have it for you.

--We're also looking at the banking sector, including Bank of America, Citigroup, JP Morgan and Wells Fargo after a string of upgrades in the sector.

--We have a fun segment that can quench your thirst and make you some money, maybe. The stock is Sodastream. The company and inventor behind it are based in Israel but he's with us tomorrow morning.

--In addition, the CEO of a company trying to change the internet forever. The man at the top of Wave Systems is our guest. That's the focus of our Street Poll as well: Should each Internet user be issued some sort of single sign-on ID, giving them one sign-on and one password for all of their internet access? Share your opinion, and watch Squawk on the Street, live from the New York Stock Exchange, 9am.