George Hahn reports that Nvidia is financing customers to buy its chips, creating a half-trillion-dollar AI loop, while a weak jobs report reveals economic strain and technology reshapes relationships…
CME Group is launching AI compute futures, allowing computing power to be traded like a commodity, a move that raises questions about Wall Street's enthusiasm for AI. The announcement was discussed by…
Nvidia is partnering with Wall Street on a $500 billion AI financing package, according to analyst Jay Goldberg of Seaport Global Securities, who discussed the deal on the Prof G Show. The episode als…
In a recent episode of the Prof G Pod, labor economist Kathryn Anne Edwards discussed the July jobs report, noting that while headline numbers may look positive, underlying trends such as wage growth …
Big Tech's latest earnings reveal that despite revenue growth of 20-30% for Microsoft, Amazon, Meta, and Google, their combined AI-related capital expenditures reached $99 billion in one quarter, lead…
Michael Burry, the investor famous for betting against the housing market, warned that the stock market could be near a major top and may experience a '1987-type fall,' as the S&P 500 hit record highs…
Scott Galloway and Ed Elson debate the bull and bear cases for the stock market at record highs, highlighting the market's dependence on cash-burning AI companies like OpenAI and Anthropic and the fra…
Aswath Damodaran, a professor at NYU Stern, said Big Tech has no idea how AI pays off, citing concerns about the Magnificent Seven's AI spending. He discussed the AI race, market pricing of AI risk, a…
Neuroscientist and philosopher Sam Harris discussed with Scott Galloway the dangers of the AI arms race, the erosion of trust in expertise, and the need for Democrats to distance themselves from the f…
Steve Eisman, host of the Real Eisman Playbook, said stocks are at record highs and discussed what would trigger a market top, while Ryan Petersen, CEO and founder of Flexport, explained how the war w…
A 2026 survey found that 55% of Americans now use AI to manage their money, up from 10% a year earlier, surpassing the 41% who use a human financial adviser. MIT Sloan researchers who fed 1,000 prompt…
Apple has escalated its legal dispute with OpenAI by requesting a preliminary injunction, a move that could significantly impact OpenAI's operations. The request was discussed by Ed Elson and Alex Hea…
In a replay of the Second Quarter Review, Aswath Damodaran, Scott Galloway, and Ed Elson discussed the potential for an AI correction, citing a lack of transparency in Big Tech's business models and t…
Leopold Aschenbrenner's AI fund, Situational Awareness, collapsed amid turmoil driven by leverage, according to a discussion between Ed Elson and Michael Green, chief strategist at Simplify Asset Mana…
Scott Galloway and Ed Elson explain how single-stock leveraged ETFs caused volatility in the South Korean stock market, highlighting the dangers of leverage for investors. They also analyze earnings f…
Anduril co-founder and CEO Brian Schimpf discussed with Ed Elson how AI is transforming the defense industry and the growing threat from China, highlighting the need for careful deployment of AI in wa…
George Hahn reports that hidden debt is fueling America's AI buildout, while China spreads cheap, open-source AI globally, and the rise of solo founders signals a new creator economy. The episode also…
Jim Chanos, founder and managing partner of Chanos & Company, warns that fraud is hiding behind record-high stock prices in today's AI-driven market, drawing parallels to the late stages of the dot-co…
Microsoft's AI-driven earnings surge contrasted with Meta's slump, signaling a potential shift in the AI trade narrative, according to D.A. Davidson's Head of Technology Research Gil Luria. Meanwhile,…
Chinese open-source AI models are gaining momentum, threatening America's lead in the AI race, according to Scott Singer, a Technology and International Affairs fellow at the Carnegie Endowment for In…