Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his thoughts on the fraud allegations against Phoebe Gates. Jay Goldberg is an analyst at Seaport Global Securities. Tim Farrar is the president of TMF Associates. Subscribe to the Prof G Markets Youtube Channel 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 Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Inside Nvidia’s $500B AI Financing Loop

Prof G Markets

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Inside Nvidia’s $500B AI Financing Loop

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Inside Nvidia’s $500B AI Financing Loop

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.