Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 28–Oct 4
PodcastThe Secret War on CashOctober 1, 2026

Nvidia’s $235 Billion Bet: Confidence or AI Bubble Warning?

Hosts discuss India's stock crash, de-dollarization and oil shocks as US risks, then Nvidia's record $235 billion buyback and whether AI spending is a bubble.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.