Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices