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 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.

In this insightful discussion, Gil Luria, the Head of Technology Research at D.A. Davidson, brings over 25 years of experience to the table as he analyzes Nvidia's trajectory. He dives into the current GPU cycle, spotlighting the competition and market shifts in AI hardware spending. The conversation reveals possible declines in Nvidia's revenue and how major clients like Microsoft are reassessing their strategies. Gil critiques Wall Street’s growth expectations while exploring the sustainability of rising capital expenditures across tech giants.