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Nvidia Earnings Brush Off AI Bubble Fears — For Now
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And finally, Ed shares his takeaways from the meeting between President Trump and Saudi Arabia’s Crown Prince.
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By Vox Media Podcast Network
4.3
11251,125 ratings
Ed Elson is joined by Gil Luria, Head of Technology Research at D.A. Davidson, to break down Nvidia’s earnings and whether or not they put the AI bubble conversation to bed. Then Jonathan Kanter, former Assistant Attorney General for the DOJ’s Antitrust Division, returns to the show to explain why Meta’s latest court victory has him worried. And finally, Ed shares his takeaways from the meeting between President Trump and Saudi Arabia’s Crown Prince.
Check out our latest Prof G Markets newsletter
Follow Prof G Markets on Instagram
Follow Ed on Instagram and X
Follow Scott on Instagram
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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