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Nvidia Earnings Brush Off AI Bubble Fears — For Now | Prof G Markets

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Source: The Prof G Pod – Scott Galloway
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  • description: 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 — 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.
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