Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with some alternative data points around AI disruption fears - before breaking down where Piper Sandler thinks you should put money to work with their Chief Strategist. Plus: Wall Street takeaways from last night's State of the Union Address with Raymond James' policy head... and more on how to trade Nvidia ahead of results tonight.

Also in focus: a morning of huge movers in the spanning earnings and media news... What NFL negotiations have to do with it - along with the latest developments in the fate for Warner Brothers Discovery, including details on Paramount's newest offer... And hear a read on EV demand with the interim CEO of Lucid - who joined the team fresh off quarterly results there.

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Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on the AI trade: A preview of Nvidia's much-anticipated earnings due out after Wednesday's close of trading,

President Trump's State of the Union message to big tech about data centers and power plants, what Anthropic CEO Dario Amodei said on a podcast about AI risks.

Also in focus: The ball in Netflix's court after Paramount's sweetened offer to acquire Warner Bros. Discovery, billionaire investor David Tepper sends a scathing letter to Whirlpool,

Workday shares extend their decline, Oracle gets upgraded, Cava soars while drinks giant Diageo tumbles, Lowe's falls as "uncertainty" overshadows an earnings beat.

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