Alphabet's Blockbuster AI Spending Plans, Chips On The Move, & LIVE: Arm CEO Talks Results 2/5/26
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.