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. 

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