Is Nvidia Selling More Chips Than Anyone Can Use?

Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings. Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps. Finally, Ed shares his gratitude to the audience for voting at the Signal Awards.

Ed Zitron is the CEO of EZ Primary Research and author of the Where’s Your Ed At newsletter. Nicolas Owens is an equity analyst at Morningstar. Thierry Wizman is the global FX and rates strategist at Macquarie Group.

Check out Ramp’s AI Index here (ramp.com/data/ai-index-oct-2026)

Subscribe to the Prof G Markets Youtube Channel (youtube.com/@profgmarkets)

Follow Prof G Markets here:

• Instagram:instagram.com/profgmarkets

• X:x.com/ProfGMarkets

• TikTok:tiktok.com/@profgmarkets

• Threads:threads.com/@profgmarkets

Follow Ed on Instagram (instagram.com/ed_elson_), X (x.com/edels0n?ref_src=twsrc%5Egoogle%7Ctwcamp%…) and Substack (substack.com/@edwardelson)

Follow Scott onInstagram (instagram.com/profgalloway/?hl=en)

Send us your questions or comments by emailing Markets@profgmedia.com

Learn more about your ad choices. Visit podcastchoices.com/adchoices