Gil Luria

Gil Luria, Head of Technology Research at D.A. Davidson, shares insights on Nvidia's surprising earnings drop despite impressive growth. He discusses regulatory and geopolitical challenges facing Nvidia in the Chinese market, while unpacking Trump's 50% tariff on India and its implications for U.S.-India relations. Lastly, the conversation touches on California's new tax incentives aimed at revitalizing Hollywood, scrutinizing whether they can effectively combat competition from digital platforms.

Gil Luria, head of technology research at D.A. Davidson, dives into the risks of the AI bubble. He warns about unhealthy investment behaviors and the dangers of debt in speculative AI ventures. The discussion includes Michael Burry's concerns about depreciation in tech assets, emphasizing how this could threaten profitability. Luria explores the incentives behind banks lending to AI data centers and considers how failing demand could have systemic implications. The chat also touches on how rapid tech advancements might render older hardware obsolete.

Gil Luria, Head of Technology Research at D.A. Davidson, offers tech sector and AI infrastructure analysis. Doug O'Laughlin, President of SemiAnalysis, is a semiconductor and memory markets expert. They unpack Google’s huge bond sale and its AI spending signal. They explain why memory prices are surging, who stands to win or lose in AI CapEx, and why public sentiment is turning against AI.

Gil Luria, Head of Technology Research at D.A. Davidson, dives into Palantir's recent stock tumble following Michael Burry's bearish bet, highlighting how its lofty valuation detaches price from performance. He discusses the risks inherent in shorting the stock despite its strong earnings growth. Liz Hoffman, business editor at Semafor, then analyzes Wall Street’s shifting response to Zoran Mamdani's NYC mayoral victory, tying it to broader anti-establishment sentiments and concerns from business leaders regarding the city's future.

Ian Bremmer, Eurasia Group founder and geopolitics expert, offers a sharp read on the State of the Union and global risks. Gil Luria, D.A. Davidson tech strategist, breaks down Nvidia and Salesforce and the twin fears around AI. They debate market reactions, productivity effects, valuation gaps, and what the speech left out.

Gil Luria, Head of Technology Research at D.A. Davidson, offers sharp takes on Oracle’s financing and AI-linked market risks. Edward Ludlow, Bloomberg Technology co-host who broke the SpaceX–xAI story, explains the SpaceX acquisition and space-based data center pitch. They unpack valuation, deal structure, ties between Musk’s companies, Oracle’s $50B raise, and the NVIDIA–OpenAI funding drama.

Gil Luria, Head of Technology Research at D.A. Davidson, shares sharp insights on the recent surge in Oracle's stock following a partnership with OpenAI, highlighting optimism and market challenges. The duo also delves into Apple's latest product launch, discussing why Wall Street remains unimpressed despite the excitement, and critiques the lack of innovation. Furthermore, a court ruling is explored regarding President Trump’s inability to remove Lisa Cook from the Federal Reserve, shedding light on legal nuances surrounding executive power.

Gil Luria, a tech analyst at DA Davidson, dives into Oracle's alarming stock decline and discusses how OpenAI's massive commitments have pressured the company into risky moves. He highlights execution failures and rising debts as key issues affecting investor trust. Then, Helen Toner from Georgetown shares insights on Trump's AI executive order and the tension between state and federal regulations. She emphasizes the need for tech firms to address public skepticism about AI, revealing the political risks involved.

Ryan Petersen, Flexport CEO and logistics expert, joins Gil Luria, D.A. Davidson tech analyst. They dig into how oil shocks and a Strait of Hormuz closure could slam freight, energy, fertilizer, prices, and shortages. Then the focus shifts to Anthropic’s Claude tool, software stock jitters, AI’s leap toward autonomous computer use, and suspicious trading around the Iran conflict.

Michael Gapen, Morgan Stanley’s Chief U.S. Economist, on Fed policy, inflation dynamics, and the dollar’s moves. Gil Luria, DA Davidson’s Head of Technology Research, on Microsoft and Meta earnings, AI exposure, ad growth, and tech valuations. Multiple short conversations cover Fed strategy, currency swings, cloud and AI trends, and who stands to benefit from near-term AI profits.