# Has Nvidia Become Too Big To Fail?

An episode of [Prof G Markets](https://invisiblenetwork.ai/podcast/1744631325), 13 Oct 2026, 24 min.

Audio: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP4581985714.mp3

Ed Elson is joined by Liz Hoffman to break down Nvidia’s AI holding company strategy and why she thinks it has become too essential to fail. Then, James Taylor joins to unpack why he thinks this will be the most important earnings season of the year. Finally, Ed shares his take on President Trump’s deal with Putin. Liz Hoffman is the Business editor at Semafor. James Taylor is the Managing Director of Investments at The Taylor Group from Wells Fargo Advisors. Vote for Prof G Markets at the Signal Awards here Subscribe to the Prof G Markets Youtube Channel Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.