What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
The Rundown23 Nov 2025

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour billions into GPUs even as investors panic.

They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(710)

New Stock Exchange Coming to Texas, Instagram Tests Unskippable Ads

New Stock Exchange Coming to Texas, Instagram Tests Unskippable Ads

Stock market update for June 5th, 2024.

5 Jun 20246min

Musk Changes Course for Tesla’s AI Chips, Big Tech Announces Fresh Layoffs

Musk Changes Course for Tesla’s AI Chips, Big Tech Announces Fresh Layoffs

Stock market update for June 4th, 2024.

4 Jun 20247min

Roaring Kitty Reveals Over $100M GameStop Stake, Nvidia Unveils Next-Gen AI Chip

Roaring Kitty Reveals Over $100M GameStop Stake, Nvidia Unveils Next-Gen AI Chip

Stock market update for June 3rd, 2024.

3 Jun 20247min

Costco Earnings Breakdown, Key Inflation Metric Meets Expectations

Costco Earnings Breakdown, Key Inflation Metric Meets Expectations

Stock market update for May 31, 2024.

31 Mai 20247min

Amazon Adds Grubhub+ to Prime, Tesla Accelerates FSD Push in China

Amazon Adds Grubhub+ to Prime, Tesla Accelerates FSD Push in China

Stock market update for May 30, 2024.

30 Mai 20247min

Oil Merger Mania, Cava Earnings Recap, & Slow Travel Outlook from American Airlines

Oil Merger Mania, Cava Earnings Recap, & Slow Travel Outlook from American Airlines

Stock market update for May 29, 2024.

29 Mai 20247min

GameStop Shares Soar After Nearly $1B Stock Sale, T-Mobile to Acquire Most of U.S. Cellular for $4.4B

GameStop Shares Soar After Nearly $1B Stock Sale, T-Mobile to Acquire Most of U.S. Cellular for $4.4B

Stock market update for May 28, 2024. Check out the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leading Indicator⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ podcast by Public.com. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠...

28 Mai 20247min

Ether ETFs Approved by SEC, Grocery Retailers Lower Prices

Ether ETFs Approved by SEC, Grocery Retailers Lower Prices

Stock market update for May 24, 2024. Check out the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leading Indicator⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ podcast by Public.com. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠...

24 Mai 20246min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
pengesnakk
rss-pa-konto
utbytte
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
liberal-halvtime
rss-markedspuls-2
lederpodden
okonomiamatorene