
Nvidia Earnings Brush Off AI Bubble Fears — For Now | Prof G Markets
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.
Timestamps
00:00 - Today's Number
00:21 - Market Vitals
00:50 - Nvidia Earnings (ft. Gil Luria)
11:25 - Ad Break
12:50 - Meta Antitrust Ruling (ft. Jonathan Kanter)
26:31 - Ad Break
27:44 - U.S.-Saudi Meeting in Washington
33:19 - Credits
—
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Note: We may earn revenue from some of the links we provide.
Timestamps
00:00 - Today's Number
00:21 - Market Vitals
00:50 - Nvidia Earnings (ft. Gil Luria)
11:25 - Ad Break
12:50 - Meta Antitrust Ruling (ft. Jonathan Kanter)
26:31 - Ad Break
27:44 - U.S.-Saudi Meeting in Washington
33:19 - Credits
—
Subscribe to the Prof G Markets newsletter:
https://links.profgmedia.com/markets-newsletter
Order "Notes On Being A Man" now!
https://amzn.to/4nl4VKo
Subscribe to No Mercy / No Malice:
https://links.profgmedia.com/nmnm-yt-sub-desc
Follow Scott on Instagram:
https://instagram.com/profgalloway
Follow Ed on Instagram and X:
https://instagram.com/ed_elson_/
https://twitter.com/edels0n
Note: We may earn revenue from some of the links we provide.
The Prof G Pod – Scott Galloway
NYU Professor, best-selling author, business leader and serial entrepreneur Scott Galloway cuts through the biggest stories in tech, business, and investing with unfiltered insights, bold predictions and thoughtful advice. Podcasts include Markets with co...
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