Prof G Markets
Prof G Markets
Vox Media Podcast Network
Nvidia’s Blowout Can’t Calm AI Anxiety
33 minutes Posted Feb 26, 2026 at 9:15 am.
0:00
33:49
Download MP3
Show notes

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 [email protected]

Learn more about your ad choices. Visit podcastchoices.com/adchoices