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← Prof G Markets

$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation

September 24, 2025·28m

Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes the Oura Ring and dives into why it has become a standout player in the wearable tech industry.