Taking Stock: Is this really the Golden Age of AI?

This week on Taking Stock, Rahul Tandon is joined by journalist Nga Pham in Hanoi, Vietnam, and economist Justin Wolfers in Michigan, USA, to unpack Nvidia’s soaring quarterly results and what they signal about the global race in artificial intelligence.

They also discuss Meta’s settlement agreement and the wider regulatory pressures facing tech giants, as well as fresh sanctions imposed on Iran by the United States.

Presenter: Rahul Tandon
Producer: Rebecca Smyllie

(Photo credit: Nvidia CEO Jensen Huang speaks during a doorstep after attending the AI Ecosystem Reception in Tokyo, Japan, July 16, 2026. REUTERS/Manami Yamada/File Photo)