The Rundown

Market update for Wednesday December 24, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: The S&P 500 hits another record as GDP growth comes in hotter than expected Apple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things around Google-backed AI fleet management company Motive files for an IPO Dynavax...

Market update for Tuesday December 23, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode: Gold and silver prices hit new records Novo’s weight-loss pill gets FDA approval Google buys a renewable energy firm for $4.75B Trump’s new battleship deal goes to Huntington Ingalls U.S. drone stocks soar after U.S. bans foreign players Johnson & Jo...

Market update for Monday December 22, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode: Investors eye ‘Santa Claus’ rally to end the trading year  Oracle founder Larry Ellison guarantees Paramount’s offer for WBD Nvidia plans to ship H200 chips to China in February Rocket Lab secures its largest contract ever Honeywell loses $470M from FlexJ...

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversati...

Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.

Market update for December 19, 2025.  Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode: Economists question the quality of the inflation data Nike beats earnings but warns of weaker sales and margin pressure TikTok moves closer to a U.S. spinoff with Oracle-led investors CoreWeave joining the federal government’s AI “Genesis” mission Maybe the gr...

Market update for Thursday December 18, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode we discuss: Oracle’s data center financing concerns A cooler-than-expected CPI report Netflix’s push into podcasts as YouTube lands the Oscars Activist investor Elliott’s $1B stake in Lululemon Micron surging on strong memory demand  Instacart drops o...

Market update for Wednesday, December 17, 2025.  Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode:  Warner Bros. rejects Paramount bid OpenAI in talks with Amazon for $10B investment DBV shares soar on peanut allergy drug trial win Lennar shares fall on housing profit miss Waymo hits $100 billion valuation

Market update for Tuesday, December 16, 2025 Follow us on Instagram ( ⁠@TheRundownDaily⁠ ) for bonus content and instant reactions. In today’s episode: Jobs data signals a cooling labor market Ford takes a $19.5B hit and resets its EV strategy PayPal applies to become a bank Nasdaq pushing for 23hr trading

Market update for December 16, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. Check out our weekend episodes: Deep Dive: Oracle’s Big Gamble on AI Interview: Space Reporter Eric Berger about SpaceX IPO  In today’s episode: Investors rotate out of big tech and into small caps Netflix lays out its case for acquiring Warner Bros amid antitrust scrutiny Space...

Eric Berger, senior space editor at Ars Technica and author of Liftoff , joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk’s long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new...

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 and Nvidia, and the AI contracts driving a $500 billion backlog. We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage...

Stock market update for December 12, 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 Disney signs a $1B deal with OpenAI Eli Lilly sees trial success with new weight-loss drug

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 high-stakes earnings as debt worries pile up DeepSeek reportedly uses smuggled Nvidia chips to train its next model OpenAI bringing Photoshop into ChatGPT plus a new CRO  The day’s bi...

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 Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.S Google’s plans to launch AI smart glasses in 2026 Ares Management surges after being added to the S&P 500 Toll Br...

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

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 what the bull and bear cases look like for investors. We also cover the regulatory battle ahead and how rivals like Paramount could reshape the outcome.

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 Energy pilot programs are accelerating Oklo’s path to deployment, including the groundbreaking of its first Aurora powerhouse. We get into the impact of the AI data-center boom, Oklo’s...

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

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 plans to build a SpaceX competitor  Earnings Recap: Salesforce, Snowflake Fanatics launches prediction market

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 Tranium 3 chip  Earnings recap for American Eagle and Macys Michael Dell’s $6.25 Billion donation to American kids 

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

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

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 first, whether AI has effectively become too big to fail, and how labor-market weakness is pushing the Fed toward more rate cuts. Kobeissi explains why he thinks the S&P 500...