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, 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, Head of Technology Research at DA Davidson, dives into Nvidia's substantial backing of OpenAI, revealing concerns over an emerging investment strategy in AI. He critiques the unrealistic financial projections for computing needs and suggests Nvidia's support may not constitute a fixed $100 billion contract. Luria warns about the risks of OpenAI potentially overextending itself. Additionally, the discussion highlights Oura Ring’s success, attributed to its smart design and solid pricing, making it a front-runner in wearable tech.

Gil Luria, Head of Technology Research at D.A. Davidson, shares his insights on Nvidia's challenges in the Chinese market, highlighting the rising competition from Huawei. He discusses the surge in AI CapEx spending and questions its sustainability amidst potential market volatility. Luria dives into the implications of escalating U.S.-China tensions and the impact on tech firms. Furthermore, he examines the $600 billion investments in AI, debating their legitimacy and the likelihood of long-term gains versus short-term challenges.

Gil Luria, Head of Tech Research at DA Davidson, dives into SoftBank's strategic $2 billion investment in Intel and the U.S. government's interest in acquiring a 10% stake. He sheds light on the implications for the semiconductor industry, particularly regarding national security under the CHIPS Act. The conversation also touches on the fast-evolving landscape of AI in cybersecurity, emphasizing the need for companies to adapt and innovate in a competitive market while discussing Apple's expansion in India and its impact on domestic production.