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Gil Luria

Managing Director & Head of Technology Research, D.A. Davidson

Search every verified Gil Luria interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gil Luria, Managing Director and Head of Technology Research at D.A. Davidson, has been a frequent commentator on the AI sector and major technology earnings over the past two months. He discussed risks to Nvidia's business following reports about CEO Jensen Huang's ties to a businesswoman identified as a Chinese intelligence asset, stating the scandal introduces risks to the company and that Huang's role is significant but not indispensable. Luria argued that potential regulatory restrictions on chip sales to China could pose a greater threat than leadership changes, while identifying Broadcom, AMD, and Micron as semiconductor stocks with lower risk profiles. He recommended buying Micron, stating a price target roughly three times its trading level, and described CoreWeave's results as "very good" while expressing concerns about its ability to raise capital. Luria also offered analysis on earnings from Apple, Alphabet, Microsoft, Meta, and Palantir. He characterized Alphabet's results as revealing weakness in its core search advertising business, which he attributed to competition from AI chatbots, and suggested the company should split its search business from its cloud business. He described Microsoft's performance as strong with the most "responsible" earnings relative to capital expenditures among major tech firms. Regarding Anthropic's S-1 filing, Luria noted the company is profitable and has a substantial cash reserve, and he commented that its public benefit corporation structure and control by a group of seven people are unusual for investors to evaluate.

Recent appearances

  • Nvidia Is Down 30% — Is It Time To Buy?

    November 11, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Gil Luria to take a look at Nvidia’s stock amid the Jensen Huang scandal and CoreWeave’s latest earnings. Then Justin Wolfers returns to break down the latest inflation data and why it signals more rate hikes are on the way. He also discusses whether the midterm results have changed his outlook on the economy. Finally, Ed shares his take on Anthropic’s new valuation. Justin Wolfers is a Professor of Public Policy and Economics at the University of Michigan and the founder of Platypus Economics. Gil Luria is the Head of Technology Research at D.A. Davidson. Timestamps 00…

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  • How Jensen’s Ties to Alice Huang Fueled $7B+ in China Chip Sales

    November 10, 2026 · 📺 The Information

    The Information’s Asia Bureau Chief Jing Yang talks with TITV host Rocket Drew about how Jensen Huang’s ties to Alice Huang helped facilitate at least $7.5 billion in Nvidia chip shipments through Chinese companies. We also talk with D.A. Davidson’s Gil Luria about the regulatory risks to Nvidia and the possibility of a CEO transition, The Information’s Alix Coutures about how AI Mode is complicating Google’s search ad business, and Mosaic Intelligence Labs co-founder Ileana Pirozzi about building AI-guided surgical catheters. Lastly, The Information’s Amy Dockser Marcus discusses Ray Kurzweil…

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  • CoreWeave Earnings Top Estimates, Boosts Annual Forecast

    November 10, 2026 · 📺 Bloomberg Television

    Gil Luria, D.A Davidson technology research head, says CoreWeave's earnings are "very good," and there's not enough compute power to go around. But he says CoreWeave will have trouble raising "more capital to keep going." He speaks on "Bloomberg The Close." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Blo…

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  • Who Could Replace Jensen Huang?

    November 10, 2026 · 📺 The Information

    Gil Luria, Managing Director and head of technology research at D.A. Davidson, discusses whether Nvidia CEO Jensen Huang’s leadership could be at risk amid scrutiny of his ties to a businesswoman reportedly identified as a Chinese intelligence asset. Luria weighs potential successors to Huang and explains why restrictions on Nvidia’s chip sales to China could pose an even greater threat to the company's business. Articles discussed: How Jensen Huang’s Yearslong Ties to Alice Huang Enabled Nvidia Chip Sales to China: https://www.theinformation.com/articl... Subscribe: https://www.theinformati…

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  • Are hyperscalers being PENALIZED by Wall Street estimates?

    November 07, 2026 · 📺 Fox Business Clips

    Gil Luria, managing director and head of Technology Research at D.A. Davidson, analyzes Bill Ackman's perspective on analyst estimates penalizing hyperscalers and review portfolio holdings on ‘Making Money.’ #fox #foxbusiness #media #breakingnews #us #usa #new #news #breaking #makingmoney #charlespayne #billackman #ackman #gilluria #luria #hyperscalers #wallstreet #stockmarket #stocks #investing #investment #finance #financialmarkets #marketanalysis #technology #bigtech #artificialintelligence #ai #cloudcomputing #techstocks #stockvaluation #analystestimates #portfolio #portfoliomanagement #ma…

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  • D.A. Davidson Managing Director Gil Luria Delivers His Apple Earnings Takeaways

    November 03, 2026 · 📺 New York Stock Exchange

    What do Apple's latest earnings results reveal about the technology sector, the artificial intelligence investment cycle, and the future of Big Tech growth? In this NYSE Live interview, Gil Luria, Managing Director and Head of Technology Research at D.A. Davidson, discusses Apple's latest earnings report, investor sentiment around AI, data center development, semiconductor demand, and how the technology landscape is evolving following a period of market volatility. Kristen Scholer spoke with Luria about artificial intelligence, hyperscalers, semiconductors, data centers, Apple's growth outlo…

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  • Apple and Palantir earnings as Wall Street braces for midterms | Market Coverage 4-5 p.m. ET

    November 02, 2026 · 📺 Yahoo Finance

    Palantir crushed estimates as revenue grew 96% and US commercial sales topped government revenue for the first time, while Apple beat on revenue, earnings and iPhone sales but slipped after hours on a miss in Greater China. Chip stocks extended their slide and the Nasdaq fell about 1% even as the Dow rose. Jake Conley and Jared Blikre break down the close, Citi's Scott Chronert lays out what the midterm outcomes could mean for markets, AI and data centers, and D.A. Davidson's Gil Luria reacts to both reports, including John Ternus's first quarter as Apple CEO. Plus, Neostellar Capital's Evan S…

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  • Bloomberg Surveillance 11/2/2026

    November 02, 2026 · 📺 Bloomberg Television

    Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." Chapters: 00:00 Tech Rebound, AI Funding Strains and Election Eve 04:40 S&P 500 Still on Track for 7,900 — Edward Yardeni, Yardeni Research 18:38 Stevens Endorsement May Be Backfiring in Michigan — Ed Mills, Raymond James 30:22 OpenAI Funding Struggles Could Slow Venture Capital — Sarah Kunst, Cleo Capital 40:16 Fed May Need Four or Five Rate Hik…

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  • Alphabet should split its search business from its cloud business, says D.A. Davidson's Gil Luria

    October 29, 2026 · 📺 CNBC Television

    Gil Luria, D.A. Davidson head of technology research, joins 'Squawk Box' to discuss the quarterly earnings results of Alphabet and Microsoft, impact of AI chatbots on Alphabet's search business,

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  • Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

    October 29, 2026 · 📺 Prof G Markets

    Ed Elson is joined by Gil Luria to break down Microsoft and Google’s latest earnings, including Microsoft’s AI spending plans and why Google’s results disappointed investors. Then, Michael Gapen returns to explain why the Federal Reserve held interest rates steady and whether political pressure played a role in the decision. Finally, Ed shares his take on Microsoft’s voluntary buyout program. Gil Luria is the Head of Technology Research at D.A. Davidson. Michael Gapen is the Chief U.S. economist at Morgan Stanley. Timestamps 00:00 - Intro 00:39 - Market Vitals 01:15 - Google and Microsoft E…

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  • Nasdaq 100 Falls as AI Trade Shows New Cracks

    October 29, 2026 · 📺 Bloomberg Television

    A global rally in technology shares faltered as disappointing earnings from two industry heavyweights revived doubts over whether billions of dollars in artificial-intelligence spending will deliver sufficient returns. Google parent Alphabet sank a record 13% on a sales miss, while Microsoft is looking to raise at least $25 billion from a US investment-grade bond sale. Amazon and Intel are slated to report results after Thursday's closing bell. We examine the day's top tech headlines with Gil Luria, Head of Technology Research at D.A. Davidson & Robert Schiffman, Senior Tech Credit Analyst for…

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  • Fed Holds Rates With a Hawkish Edge

    October 28, 2026 · 📺 Bloomberg Television

    The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are DWS Americas CEO Hepsen Uzcan, Stony Brook University Public Policy & Economics Professor Stephanie Kelton, VF Corp CEO Bracken Darrell, Jersey Mike’s CEO Charlie Morrison, DoubleLine Capital Portfolio Manager Ken Shinoda, DA Davidson Managing Director, Head of Tech Research Gil Luria, Ford CFO Sherry House, Rosenblatt Securities Managing Director, Senior Research Analyst Scott Devitt, & Allspring Global Investments Senior Portfolio…

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Verified interview transcripts

Notable quotes

“There's a buying opportunity in semis but Nvidia is now one of the highest risk semis and the riskreward now is quite the risk is high the reward is high there are other semis where the risk is lower and the reward is also highcom AMD Micron these are also stocks trading at a very big premium to to the market in spite of the fact that they're going to grow 50 to 100% next year in a in a healthy market and therefore h”

“Well, it's very disappointing to say the least and I would argue that just this story has cost Nvidia a trillion dollars just the story because all the other chip stocks were up 10%. And so if Nvidia is down 10% when all the that means that Nvidia is really down 20% which is a trillion dollars. That's a very costly mistake. The risks here are that the investigation does find wrongdoing. That Nvidia knowingly sold chi”

“I'd argue that's not as bad because Nvidia is so well situated at this point and Jensen has built the most important company in AI really and so it's a very resilient business. And now that there is scrutiny, now that there's a board investigation, the possibility of Mr. Wong leaving. This is the time to think about succession and do so quickly. So internally, who are the candidates? Start vetting them, start figurin”

“It introduces a lot of risks to Nvidia. Jensen Wong is who built Nvidia and to a large extent been the key orchestrator and facilitator for the whole AI ecosystem. That doesn't mean we need Jensen Wong going forward, but he's had a very major role so far, and this scandal creates a risk that he won't be able to continue. There's also a bigger risk that this could impact Nvidia's business depending on what these inves”

“I'd argue that's not as bad because Nvidia is so well situated at this point and Jensen has built the most important company in AI really and so it's a very resilient business. And now that there is scrutiny, now that there's a board investigation, the possibility of Mr. Huang leaving. This is the time to think about succession and do so quickly. So internally, who are the candidates? Start vetting them, start figuri”

“It introduces a lot of risks to Nvidia. Jensen Huang is who built Nvidia and to a large extent been the key orchestrator and facilitator for the whole AI ecosystem. That doesn't mean we need Jensen Huang going forward, but he's had a very major role so far, and this scandal creates a risk that he won't be able to continue. There's also a bigger risk that this could impact Nvidia's business depending on what these inv”

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