Uploaded May 2026 | Updated September 2026, 2 weeks ago

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This week on Big Business, we break down the latest wave of major moves across tech and markets, from what to expect from Nvidia’s closely watched earnings and what they'll signal for the next phase of the AI trade, to intensifying competition across Big Tech as Microsoft, Google, Meta, Amazon, and Nvidia battle for AI leadership. We also explore the growing questions around investor expectations, margins, and whether the current AI boom is entering a more selective phase, alongside emerging pressure points across the Mag 7 following another high-stakes earnings season. Plus, the broader industry implications of the Elon Musk vs. OpenAI trial and what it could mean for AI governance, commercialization, and long-term competition in the sector. Joining us this week is Asa Fitch, writer for The Wall Street Journal’s 'Heard on the Street' column, to help unpack all of this news. Watch!

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