SpaceX’s $1.25 Trillion AI Bet
SpaceX’s $1.25 Trillion AI Bet  
Podcast: Prof G Markets
Published On: Wed Feb 04 2026
Description: Ed Elson breaks down why SpaceX acquired xAI with Edward Ludlow, co-host of Bloomberg Technology on Bloomberg Television. Then, he unpacks why Oracle’s stock is taking a dive despite strong demand for its debt with Gil Luria, Head of Technology Research at D.A. Davidson. They also discuss why trouble between Nvidia and OpenAI is bad news for Oracle. Finally, Ed explains what he thinks went wrong with Oracle’s public relations misstep.  Check out our latest Prof G Markets newsletter 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