Squawk on the Street
Tech Earnings Reaction: A Wild Ride for Nvidia and Salesforce 2/26/26
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Show notes
Carl Quintanilla, Jim Cramer and David Faber delved into Nvidia's blowout quarter and upbeat guidance fueled by the AI boom — plus why the stock swung into negative territory at the opening bell. It was a different story for Salesforce, which posted better-than-expected Q4 results and erased its pre-market losses at the open. The CEOs of both companies spoke to CNBC: Nvidia's Jensen Huang on what the market got "wrong" — and Salesforce's Marc Benioff on the "SaaS-pocalypse" that has sent shares of the company and its software rivals tumbling.
Also in focus: Snowflake heats up, the earnings chapter in the battle for Warner Bros. Discovery, the automaker that posted its first-ever annual loss, robots in China.
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