Carl Quintanilla, Jim Cramer and David Faber began the show with a look at the big tech earnings movers of day: Nvidia surging after beating Wall Street estimates, Cisco down sharply on weaker-than-expected revenue and guidance, and Alibaba slumping on a quarterly miss. Jim explained why he believes Nvidia will be the next trillion-dollar company. David spoke exclusively with Liberty Media Chairman and legendary media mogul John Malone on everything from the streaming wars and profitability to Netflix's valuation. David also interviewed Charter Communications CEO Tom Rutledge at Liberty Media's Investor Day. They discussed the future of broadband in light of the new bipartisan infrastructure law, as well as streaming and wireless growth. Also in focus: Macy's surges on an earnings beat, Ford partnering with GlobalFoundries to increase chip supplies, and a big detour for Rivian and Lucid's EV rally. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Squawk on the Street