Squawk on the Street More Software Selling, AMD CEO Live, & Cramer's Earnings Takeaways 2/4/26
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Feb 4, 2026 
Lisa Su, CEO and Chair of AMD, leading the company’s CPU and GPU businesses. She discusses AMD’s Q4 results and 2026 inflection plans. Conversation covers rising AI-driven demand, MI450 and Helios inference hardware, growing CPU content, and the multi-year partnership with OpenAI. Short takes also touch on software sell-offs, big earnings moves, and market winners to watch.
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Software Sell-Off Could Be Overdone
- Software sell-off may be overdone as some companies are partners or have distinct use cases that limit disruption.
- Jim Cramer calls recent broad selling "wrong" and sees buying opportunities in oversold names.
Buy Select Enterprise Stocks Now
- Buy select enterprise names after the AI-driven sell-off, according to Jim Cramer.
- He specifically bought CrowdStrike and recommends Microsoft and Palantir as buys too.
NVIDIA-OpenAI Relationship Intact
- Jensen Huang denied any drama with OpenAI and affirmed NVIDIA will invest in the next round.
- Jim Cramer emphasized the huge private round and compute needs driving ecosystem demand.