Tech Earnings Reaction: A Wild Ride for Nvidia and Salesforce 2/26/26
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. Squawk on the Street Disclaimer
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
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.
Squawk on the Street Disclaimer
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.