Prof G Markets

xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

xAI Teams Up with Nvidia in $20B Funding Round & Chinese Tech Stocks Hit Decade Highs

Japan Stocks Hit Record on New Prime Minister & Emerging Markets Post Best Rally in 15 Years

AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News

The Great Sloppification of OpenAI

What Happens if the Fed is Compromised — ft. Claudia Sahm

EV Tax Credit Comes to an End & Why Trump Rx Will Not Fix High Drug Costs

The Economic Fallout of a Government Shutdown & Why Fermi Will Be the Worst IPO of 2025

EA Goes Private for $55B in Biggest LBO Ever, U.S. TikTok Valued at $14B & GDP Revised Upward

How The AI Economy Could Collapse

AI, TikTok, and the Battle for Media’s Future — ft. Mark Cuban

What’s Driving 2025’s Gold Rush? & The Incredible Risk of Perpetual Futures Trading

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

What the $100K H-1B Visa Fee Means for Big Tech + TikTok Deal Details Emerge

TikTok, Warner Bros, and the Rise of the Ellison Empire

Why Britain’s Economy Is Broken — ft. Jagjit Chadha

Fed Cuts Rates For First Time This Year & Winners and Losers of a TikTok Deal

Retail Sales Rise on Strength of the Rich & Senate Confirms Stephen Miran to the Fed

U.S. & China Strike TikTok Deal? Paramount’s WBD Bid & Robinhood’s New Social Platform

The Fed’s September Dilemma: Is it Really Time to Cut Rates?

Why the AI Revolution Could Make or Break the Economy — ft. Justin Wolfers

Oracle Stock Roars 36%, Apple’s New Product Flop & Judge Blocks Lisa Cook Firing

Why China is Rearing For a Bull Run & The Largest Jobs Revision Ever

Silicon Valley Dines with Trump, August Jobs Slump & Elon’s $1T Pay Package

Navigating The Most Top-Heavy S&P 500 in History

How America Goes Broke — ft. Ray Dalio

Google Dodges a Breakup, China’s Growing Trade With Africa & Anthropic’s $183B Valuation

Stocks Fall to Start September, Kraft Heinz Breaks Up & Why Constellation Brands Has a Beer Problem

Federal Appeals Court Strikes Down Trump’s Tariffs & De Minimis Loophole is Closed

Why the U.S. is on the Precipice of a Recession — ft. Mark Zandi

Nvidia’s Record $46.7B Quarter, Trump’s 50% Tariff on India & Can Tax Credits Bring Hollywood Back?

Trump Fires Fed Governor Cook, Eli Lilly’s Weight Loss Pill & How to Not Get Replaced by AI

U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom

AI Bubble Watch: Has the Hype Gone Too Far? — ft. Josh Brown

Country Risk, Tech Valuations, & How the Markets Lost their Predictive Power — ft. Aswath Damodaran

OpenAI’s $500B Valuation + Key Takeaways from Disney and Uber Earnings

Who Will Replace Jerome Powell? Tesla Hit with Securities Fraud Suit & AMD’s Q2 Earnings

Trump Fires BLS Chief, Elon’s $29B Pay Day & American Eagle Stock Soars Again

Big Tech Breaks Away From the Pack as Markets Stumble on Tariff Blitz

The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon

Figma’s IPO is Finally Here, Fed Holds Rates Steady & Amazon’s $20M AI Licensing Deal with the NYT

Novo Nordisk Tanks 30%, P&G Takes a Tariff Hit & SoFi’s Monster Second Quarter

Who Wins in the U.S.-EU “Deal”? Wall Street Turns Bullish on Nike & Anthropic’s $150B Valuation

Meme Stocks are Back — What’s Fueling the Resurgence?

Why Scott Invested In Vertical Aerospace — ft. Stuart Simpson

Do Japan & the U.S. Have a Deal? Google’s Q2 Earnings & Home Prices Hit a Record (Again)

Will Anti-Woke Free Press Join CBS? Philip Morris Falls on ZYN Slowdown & Coke’s Cane Sugar Shift

Is Netflix Overvalued? LVMH Bets on Private Jets & Crypto Custody Firm BitGo Files for an IPO

Buy-The-Dip Mindset Fuels Historic Quarter For Stock Trading

The Biggest Risks and Opportunities in Latin America — ft. Monica de Bolle

Will Trump Fire Powell? ASML Sinks on Tariff Fears & An Interview with Windsurf CEO Jeff Wang