Introduction:
In today’s episode, we dive deep into the often-overlooked beneficiaries of the AI boom. While Nvidia dominates headlines, we unveil five lesser-known infrastructure companies whose stocks have more than tripled this year, driven by soaring demand for AI data center components. We explore how this $380 billion surge in data center spending is reshaping the tech supply chain and creating new hardware leaders. Next, we test Google Gemini’s AI ad claims against real-world results, revealing surprising inconsistencies and raising important questions about AI’s role in shaping consumer trust. We then analyze a pivotal ruling blocking Texas’s app store age-verification law, a case that highlights the shifting legal battleground over platform liability and could influence tech regulation nationwide. Following that, we discuss the U.S. decision to delay tariffs on Chinese semiconductor imports until 2027—a strategic move tightly linked to broader geopolitical tensions and the future of global chip supply chains. Lastly, we examine Novo Nordisk’s breakthrough FDA approval for its oral weight-loss pill, an innovation poised to disrupt the multi-billion-dollar injectable drug market and transform chronic disease treatment.

Content and Timestamp:
00:00:54 Beyond Nvidia: Uncovering the AI Infrastructure Stocks Tripling in Value
00:06:30 Google Gemini Ad: A Reality Check with a Stuffed Animal
00:11:02 Federal Judge Blocks Texas App Store Age Verification Law
00:15:12 US Delays New Tariffs on Chinese Chips Until 2027 in Bid to Cool Trade Tensions
00:19:23 Market Movers: Novo Nordisk's Oral Weight Loss Drug, Tech Acquisitions, Mining Boom, and Regulatory Impact on Drones

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