Amazon's AI Spending Plans, A Bitcoin Strategy, & LIVE: Affirm CEO Talks Earnings 2/6/26

Amazon the latest big tech name to announce blockbuster AI spending plans:Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, are there software names worth taking a look at here? The team discussed Cramer's predictions when it comes to long-term winners and losers here, along with what comes next for the broader markets after this week's volatility... and Bitcoin. Plus: Affirm CEO Max Levchin joined the broadcast to breakdown new numbers from the company - and the team broke down other key movers of the early trade, from Stellantis to Reddit to Strategy. 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.

What this episode covers

Amazon the latest big tech name to announce blockbuster AI spending plans: Carl Quintanilla, Jim Cramer and David Faber began the hour breaking down the news - along with mixed results from the name and how to trade them. With the NASDAQ on pace for its worst week since November, are there software names worth taking a look at here? The team discussed Cramer's predictions when it comes to long-term winners and losers here, along with what comes next for the broader markets after this week's volatility... and Bitcoin. Plus: Affirm CEO Max Levchin joined the broadcast to breakdown new numbers from the company - and the team broke down other key movers of the early trade, from Stellantis to Reddit to Strategy. Squawk on the Street Disclaimer Squawk on the Street Disclaimer

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This episode was published on February 6, 2026.

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