Squawk on the Street AI Trade in the Spotlight as Wall Street Awaits Nvidia Earnings 2/25/26
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Feb 25, 2026 A lively look at the AI trade with a big focus on Nvidia's looming earnings and the data-center power crunch. Discussion touches on memory shortages, infrastructure limits and whether AI will reshape enterprise software. M&A drama surfaces around Warner Bros. Discovery and Paramount, plus sharp investor criticism of Whirlpool and notable moves across retail and consumer staples.
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Anthropic Warns Of An Imminent AI Tsunami
- Anthropic's CEO Dario Amodei warns society is underestimating how close models are to human-level intelligence.
- The hosts highlight his 'tsunami' analogy and concern that governments haven't acted on AI risks.
Four Day Prototype With Anthropic And Cursor
- A young developer told Jim Cramer he built useful tools with Cursor and Anthropic in just four days.
- Cramer used this story to illustrate how rapidly individuals can prototype AI-driven solutions.
Nvidia Earnings Will Recenter The AI Trade
- Market attention is laser-focused on NVIDIA ahead of earnings and Jensen Huang's interview, shaping AI trade positioning.
- Jim Cramer warns options traders may misjudge signals and expects clarity after Jensen speaks on Squawk tomorrow.