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Nvidia Is Bankrolling The AI Boom — What Could Go Wrong?

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About Nvidia Is Bankrolling The AI Boom — What Could Go Wrong?

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Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin. Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group of Wells Fargo Advisors. Timestamps 00:00 - Intro 00:20 - Market Vitals 01:08 - Is Nvidia Too Big to Fail? (ft. Liz Hoffman) 10:27 - Ad Break 12:03 - Bank Earnings Preview (ft. James Taylor) 18:44 - Ad Break 20:11 - U.S./Russia Deal 22:43 - Credits — Vote for Prof G Markets at the Signal Awards https://vote.signalaward.com/PublicVoting?utm_campaign=signa5_entrant_finalistnotification_092926&utm_medium=email&utm_source=cio#/2026/shows/genre/daily-podcast Subscribe to the Prof G Markets Youtube Channel https://www.youtube.com/@ProfGMarkets 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 Markets on Instagram: https://www.instagram.com/profgmarkets/ Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram, X and Substack: https://instagram.com/ed_elson_/ https://twitter.com/edels0n https://substack.com/@edwardelson Note: We may earn revenue from some of the links we provide.

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