Prof G Markets

Google vs. Nvidia: Is the AI Chip King Finally Under Threat?

Google vs. Nvidia: Is the AI Chip King Finally Under Threat?

Nasdaq Posts Best Day Since May as Fear & Greed Collide

Even Nvidia Can’t Rescue the Market From the Fear Cycle

JPMorgan’s Playbook for a 10-15% Correction (or Worse) — ft. Michael Cembalest

Nvidia Earnings Brush Off AI Bubble Fears — For Now

How Big Tech’s Debt Machine Is Powering the AI Boom

Bitcoin Erases 2025 Gains as Crypto Bear Market Deepens

The Whole Market Looks Expensive — Is it Time to De-Risk?

Aswath Damodaran Says There’s No Place to Hide in Stocks

Government Shutdown Ends — But the Damage Doesn’t

Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why

Inside Elon Musk’s $1 Trillion Tesla Payday — And Why It’s a Governance Nightmare

Red Flags at OpenAI — How One Company Could Burst the AI Bubble

Is Zohran Mamdani's Plan for New York Economically Possible? — ft. Bradley Tusk

Is Palantir Overvalued? Stock Drops 10% on Michael Burry’s Bearish Bet

Zohran Mamdani Wins — Why NYC’s Mayor Race Was a Referendum on Inequality

Amazon’s $38 Billion OpenAI Deal — And Why We Were Already Bullish on the Stock

AI is Taking Jobs — Here’s How to Stay Indispensable

Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin

Nvidia Just Hit $5 Trillion — Is the Stock Unstoppable?

What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO

How Milei’s Surprise Win in Argentina Defied the Market

How China’s AI Efficiency Could Gut the U.S. Economy

Are We Building AI for Progress or Power? — ft. Daron Acemoglu

Tesla Profits Plunge 37% Despite Record Sales — Here’s Why

Netflix Stumbles on Earnings — While Warner Bros. Looks for a Buyer

Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars

AI is Running Up America’s Energy Costs — Who’s Footing the Bill?

Why AI Needs Antitrust Intervention — ft. Jonathan Kanter

Inside ASML’s Earnings Beat, Netflix’s Podcasting Move & the Largest Data Center Acquisition Ever

China-U.S. Tensions Flare in Volatile Trading Day & Why Big Bank Profits Spooked the Market

Markets Rebound from China Tariff Threats, OpenAI’s Broadcom Deal & JPM’s America-First Plan

The AI Bubble Is Real — Here’s How to Prepare for the Pop

How Policy is Failing the American Workforce — ft. Kathryn Anne Edwards

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