Pete Najarian discusses AI disruption fears hitting cybersecurity stocks and Nvidia earnings

Maria Bartiromo and Market Rebellion co-founder Pete Najarian discuss the growing fears of AI disruption impacting various sectors, specifically highlighting how cybersecurity stocks like Crowdstrike, Zscaler, and Cloudflare are seeing declines after Anthropic announced a new AI-powered security tool. Najarian then shares his expectations for Nvidia's upcoming earnings report, noting strong momentum but expressing investor concerns about high capital expenditure (CapEx) and the potential impact on free cash flow and margins in the aggressive AI category.