Nasdaq's Record High, Amazon CEO Jassy on AI Capex, Palantir vs. "AI Slop." 5/5/26
Squawk on the Street
- Published
- May 5, 2026
- Duration
- 43:24
- Summary source
- description
- Last updated
- May 5, 2026
Discusses ai, investing.
Summary
Carl Quintanilla, Jim Cramer and David Faber drilled down on tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al capex strategy. Speaking of AI: Palantir shares pulled back despite a Q1 beat, record revenue growth and raised guidance. Hear what the …
Show notes
Carl Quintanilla, Jim Cramer and David Faber drilled down on tech propelling the Nasdaq to a new all-time high. The anchors discussed what Amazon CEO Andy Jassy told Jim Monday night on "Mad Money" about the company's Al capex strategy. Speaking of AI: Palantir shares pulled back despite a Q1 beat, record revenue growth and raised guidance. Hear what the company's CEO Alex Karp said on its earnings call about "AI slop." Also in focus: What Alphabet President Ruth Porat told David about AI risks
Themes
- ai
- investing