Nvidia Earnings Brush Off AI Bubble Fears — For Now

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 20 November 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Support for this show comes from Odu.
0:03.0	Running a business is hard enough, so why make it harder with a dozen different apps that don't talk to each other?
0:09.7	Introducing Odu, it's the only business software you'll ever need.
0:13.9	It's an all-in-one fully integrated platform that makes your work easier, CRM, accounting, inventory, e-commerce, and more.
0:22.1	And the best part, O-DU replaces multiple expensive platforms for a fraction of the cost.
0:27.8	That's why over thousands of businesses have made the switch.
0:31.1	So why not you?
0:32.4	Try O-D-O-4-free at O-D-O-O-O-O-O-com.
0:41.0	Support for this show comes from O-D-U.
0:43.9	Running a business is hard enough, so why make it harder with a dozen different apps that don't
0:49.2	talk to each other?
0:50.6	Introducing O-Doo.
0:52.0	It's the only business software you'll ever need. It's an all-in-one fully integrated
0:56.7	platform that makes your work easier, CRM, accounting, inventory, e-commerce, and more. And the best part,
1:04.1	O-DU replaces multiple expensive platforms for a fraction of the cost. That's why over thousands of
1:10.2	businesses have made the switch.
1:12.0	So why not you?
1:13.3	Try Odu for free at Odu.com.
1:16.3	That's ODOO.com.
1:21.9	Why are businesses like HelloVet choosing Apple products and services?
1:26.5	So we started the business two years ago.
1:29.0	We had a few people who were used to PCs and this was their first foray into Macs. But it's
	...

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