Alphabet's Blockbuster AI Spending Plans, Chips On The Move, & LIVE: Arm CEO Talks Results 2/5/26

Alphabet's Blockbuster AI Spending Plans, Chips On The Move, & LIVE: Arm CEO Talks Results 2/5/26

  • Af
  • Episode
    • 2545
  • Published
    • 5. feb. 2026
  • Forlag
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Episode
2545 of 1998
Længde
47M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Carl Quintanilla, Jim Cramer and David Faber kicked off the hour with a look at new numbers out of Google parent Alphabet - as they project huge AI spending in 2026 that could top $185B in 2026. Plus: hear what part of tech Cramer's calling a "winner take all" market - and the stocks he's calling a buy here... Along with a deep-dive on the chips: as memory shortage concerns hit shares of Qualcomm, and Arm CEO Rene Haas joins the team to breakdown new numbers from his company.

Around the edges: the anchors broke down new comments from the President around possible rate cuts ahead, Estée Lauder's tariff warning sending shares slumping, and Bitcoin's fresh move lower.

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