February Set-up for Stocks, AI Trade Questions & A Disney Deep Dive 2/2/26

Carl Quintanilla, Jim Cramer and David Faber kicked off the show with a look at tech's biggest stories of the morning: from a new equity raise out of Oracle to Nvidia reportedly getting cold feet around their OpenAI commitments... The anchors also hit some of the morning's biggest movers - from Gold to Bitcoin to Disney, as shares of the latter name fall despite solid results. Plus: are health insurers worth taking a look at here? Hear Jim's take on Humana, as Morgan Stanley downgrades the name this morning... and David Faber's latest reporting on news out of Warner...