Carl Quintanilla, Jim Cramer and David Faber explored what's next for Disney after Thursday's blockbuster show featuring Disney CEO Bob Iger and billionaire activist investor Nelson Peltz. The anchors also reacted to shares of Lyft plunging on the company's quarterly miss and weak guidance in wake of a pricing war with Uber. Also in focus: A rough week for shares of Google parent Alphabet as it battles Microsoft over artificial intelligence, PayPal's CEO announced he intends to retire at the end of 2023, crude oil riseson Russia's plans to cut output, Spotify jumps on activist's stake, plus a special guest ahead of Super Bowl Sunday.

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