The Rundown

Latest Episodes:

Deep Dive: Why Nvidia’s Future is in Trump’s Hands Mar 01, 2025

Show notes

Nvidia is caught in a geopolitical storm, with U.S. export restrictions, rising competition from China’s DeepSeek, and pressure from both Wall Street and Washington. Now, the Trump administration faces a critical decision: tighten AI restrictions even further or ease up to keep U.S. companies competitive. In this episode, we break down Nvidia’s latest earnings, the battle over AI dominance, and what’s next for the most important tech company in the world.

Listen to Leading Indicator episode with Nvidia analyst Gil Luria here

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Bitcoin Set for Biggest Weekly Drop Since FTX Collapse, Meta to Launch ChatGPT Rival Feb 28, 2025

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Stock market update for February 28, 2025.

Nvidia Sales Jump 78% on AI Strength, Amazon Unveils Quantum Chip Feb 27, 2025

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Stock market update for 2/27/25.

House Passes Trump-Backed Budget Bill, Apple Shareholders Vote to Keep Diversity Policies Feb 26, 2025

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Stock market update for February 26, 2025.

Nvidia's H20 Chips are in High Demand from China, Starbucks Cuts 1,100 Jobs Feb 25, 2025

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Stock market update for February 25, 2025.

Buffett's Cash Pile Hits New Record, Apple Commits $500B Investment in U.S. Feb 24, 2025

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Stock market update for February 24, 2025.

Deep Dive: The Food Fight Between DoorDash and Uber Feb 23, 2025

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The battle for your takeout orders is heating up, and today we’re diving deep into the food delivery wars. DoorDash dominates the market, but Uber Eats is making aggressive moves—including a lawsuit against its biggest rival. We’ll break down the competition, the financials, and the challenges both platforms face, from labor issues to rising fees and restaurant pushback. Who wins in the long run—and will consumers keep paying premium prices for convenience?