AI Trade in the Spotlight as Wall Street Awaits Nvidia Earnings 2/25/26

Squawk on the Street

Feb 25, 2026•43 min

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Episode description

Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on the AI trade: A preview of Nvidia's much-anticipated earnings due out after Wednesday's close of trading,

President Trump's State of the Union message to big tech about data centers and power plants, what Anthropic CEO Dario Amodei said on a podcast about AI risks.

Also in focus: The ball in Netflix's court after Paramount's sweetened offer to acquire Warner Bros. Discovery, billionaire investor David Tepper sends a scathing letter to Whirlpool,

Workday shares extend their decline, Oracle gets upgraded, Cava soars while drinks giant Diageo tumbles, Lowe's falls as "uncertainty" overshadows an earnings beat.

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