Episode
Nvidia is the First $5 Trillion Company! Soybeans, and the Future of China Tech
- Podcast
- The Silicon Insider
- Published
- Oct 31, 2025
- Duration seconds
- 1834
- Processing state
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Summary
Mike Malone and Scott Budman dissect the week's biggest tech stories, starting with the staggering news of Nvidia becoming the first $5 trillion company and the rest of the Magnificent 7 reaching new highs. They break down the surprising US-China trade deal and discuss why Meta's spending caused an 11% stock drop. Finally, they cover Amazon's excellent quarter and the accompanying, cold-blooded announcement of 14,000 layoffs.