SCOUT· 52%34m·2026-11-11·MoneyNvidia Has Lost $1.5 Trillion — Is The Worst Still To Come?
Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook…
Scout bees are checking it out — divided opinions, the swarm hasn't committed.
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What people are saying
“I get that the "scandal" being about an affair is salacious, but the affair being a cover for Nvidia breaking export controls to illegally funnel chips to China is a much bigger and more important story”
“Saying that there's still robust demand for Nvidia chips outside of Asia-Pacific when we have hard evidence that every hyperscaler in the US has enough chips in warehouses to fill 2 years worth of AI datacenter construction projects is delu…”
“We are told that we the American people have to give up our environment, neighborhoods and jobs to compete with China on AI, at the same time the AI tech companies are taking our forced sacrifice and offering it and their the tech to China…”
“oh look, its the guest who said you dont need to worry about the ai market. Back to tell us everything's still fine I guess ? 😅”
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