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The AI Scarcity Myth Is Breaking
Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered fr...
About This Episode
The AI Scarcity Myth Is Breaking is an episode from On The Tape by RiskReversal Media. Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models ar...
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Published Jul 20, 2026, 35:36 long, audio available.
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