Nvidia’s Blowout Can’t Calm AI Anxiety

Prof G Markets

Prof G Media & Vox Media

Investing, Entrepreneurship, Business

4.3 • 1.4K Ratings

🗓️ 26 February 2026

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ed Elson breaks down Nvidia and Salesforce earnings with Gil Luria. They examine what the two contrasting reports reveal about the market’s anxiety right now. Then he unpacks Trump’s State of the Union address with Ian Bremmer, and shares his thoughts on what Trump left out of the speech. Gil Luria is the Head of Technology Research at D.A. Davidson. Ian Bremmer is the Founder and President of Eurasia Group. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Support for the show comes from VCX, the public ticker for private tech.
0:04.7	The U.S. stock market started history's greatest wave of wealth creation.
0:08.0	From factory workers in Detroit to farmers in Omaha, anyone could own a piece of the great American companies.
0:13.7	But today, our most innovative companies are staying private longer, which means everyday Americans are missing out, until now.
0:20.3	Introducing VCX, a public ticker for private tech.
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0:29.0	Carefully consider the investment materials before investing,
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