/The Rundown

The Rundown

Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.

О подкасте

558

Эпизоды

English

Язык

Подписчики

Прослушивания

Эпизоды25

Обратный порядок воспроизведения

Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

Dec 13, 2025·—

—

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt. In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI...

Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign

Dec 12, 2025·—

—

Stock market update for December 12, 2025.

Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

Dec 11, 2025·—

—

Market update for December 11, 2025 Follow us on Instagram ( ⁠@TheRundownDaily⁠ ) for bonus content and instant reactions. Today we break down: Fed cuts rates by 25 bps Oracle misses the mark on sales expectations...

DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe

Dec 10, 2025·—

—

Market update for December 10, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. Today we break down: What to expect from the Fed meeting and Powell’s press conference Oracle’s...

Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses

Dec 9, 2025·—

—

Market update for December 9, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode we discuss: 10-year Treasury climbs despite rate cuts expected Trump approves...

Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD

Dec 8, 2025·—

—

Market update for Monday, December 8, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions.

Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

Dec 7, 2025·—

—

Netflix just made the biggest bet in its history: an $83 billion deal to acquire Warner Bros and HBO. In today’s deep dive, Zaid breaks down how this deal came together, why Netflix is taking on $75 billion in debt, and...

How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear)

Dec 6, 2025·—

—

Oklo CFO Craig Bealmear joins Zaid Admani to break down the nuclear energy revival and why demand for small, flexible reactors is exploding. He explains how new executive orders, faster permitting, and Department of...

Netflix Buys WBD in Historic $83B Deal, Tesla Launches Affordable Model 3 in Europe

Dec 5, 2025·—

—

Market update for December 5, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions.

Meta Hires Apple Design Chief, Sam Altman Explores a SpaceX Rival

Dec 4, 2025·—

—

Market update for December 4, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, we discuss: Small cap stocks rally Meta hiring Apple design chief Sam Altman’s...

Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip

Dec 3, 2025·—

—

Market update for December 3, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today's episode: Trump’s hints at next Fed Chair Anthropic plans for 2026 IPO Amazon’s new...

OpenAI Declares Code Red, Apple’s AI Chief Steps Down

Dec 2, 2025·—

—

Market update for December 2, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions.

Tesla's European Sales Nosedive in November, Nvidia Invests $2B into Synopsys

Dec 1, 2025·—

—

Market update for December 1, 2025 Follow us on INSTAGRAM for bonus content and instant reactions

Nvidia vs. Google: Is the AI Chip Race Winner Take All?

Nov 30, 2025·—

—

Adam Kobeissi, Founder & Editor-in-Chief of The Kobeissi Letter, joins Zaid Admani to break down whether Google’s TPU push is a real threat to Nvidia, which Big Tech giant is most likely to hit a $10 trillion valuation...

Deep Dive: How Eli Lilly Became the First $1 Trillion Healthcare Company

Nov 29, 2025·—

—

In this weekend deep dive, we break down how a 149-year-old pharma company from Indianapolis reinvented itself through GLP-1 weight-loss drugs like Mounjaro and Zepbound, overtook Novo Nordisk, and became one of Wall...

Black Friday Sales to Top 2024, Baidu Aims to Be China's New AI Chip King

Nov 28, 2025·—

—

Market update for November 28, 2025: In today's episode we discuss the major CME outage that froze futures trading. Then we dig into Black Friday and the impact of AI on holiday shopping Plus, Baidu unveils its new AI...

OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin

Nov 26, 2025·—

—

Market update for November 26, 2025: Follow us on Instagram ⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠ for bonus content and instant reactions. Interview with Doug O'Laughlin

Meta in Talks to Spend Billions on Google's TPU Chips, Trump Signs Order for AI 'Manhattan Project'

Nov 25, 2025·—

—

Market update for November 25, 2025: Follow us on Instagram ⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠ for bonus content and instant reactions.

U.S. Senators Raise Alarm on Meta's Spam Ads, iPhone Air Sales Dissapoint

Nov 24, 2025·—

—

Market update for November 24, 2025: Follow us on Instagram ⁠⁠⁠@therundowndaily⁠⁠⁠ for bonus content and instant reactions.

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

Nov 23, 2025·—

—

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI...

Deep Dive: Can On Running ($ONON) Dethrone Nike?

Nov 22, 2025·—

—

On is the hottest brand in footwear right now. The company is experiencing strong growth and it's captured the attention of investors. Zaid breaks down how On built its cult following, the numbers behind its explosive...

OpenAI Signs AI Server Deal with Foxconn, Amazon Targets Engineers in Job Cuts

Nov 21, 2025·—

—

Market update for November 21, 2025: Follow us on Instagram ⁠⁠@therundowndaily⁠⁠ for bonus content and instant reactions.

Nvidia Earnings Alleviate AI Bubble Concerns, Walmart Raises Outlook Amid Strong Value Shopping Demand

Nov 20, 2025·—

—

Market update for November 20, 2025: Follow us on Instagram ⁠@therundowndaily⁠ for bonus content and instant reactions

Meta Wins Big in Court, Google Launches Gemini 3 and Target Sales Slump

Nov 19, 2025·—

—

Market update for November 19, 2025: Meta wins antitrust case against the FTC, Google launches Gemini 3, and Target sales fall again. Plus: Nvidia earnings preview and a look at Lowe’s Follow us on Instagram...

S&P 500 Heads for 4th Straight Down Day, Home Depot Cuts Full-Year Guidance

Nov 18, 2025·—

—

Stock market update for November 18, 2025. Follow us on Instagram ⁠⁠@therundowndaily⁠⁠ This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries...