Carl Quintanilla, Jim Cramer and David Faber discussed stocks extending Tuesday's gains. The tech sector getting a lift one day after President Trump announced that Softbank,  

Oracle and OpenAI are forming a joint venture to invest up to $500 billion in AI infrastructure in the U.S. Arm Holdings CEO Rene Haas joined the program to discuss the chip designer's role  

in the partnership. The anchors also reacted to Netflix shares soaring on a Q4 beat, record subscriber growth and new price hikes. In a CNBC Exclusive, United Airlines CEO Scott Kirby  

discussed the carrier's stronger-than-expected earnings and guidance. The stock has nearly tripled from a year ago. Also in focus: Procter & Gamble, Johnson & Johnson and Travelers join the earnings parade.  

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