The Rundown

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...

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 Street’s hottest stocks. We cover Lilly’s history from insulin to Prozac, the explosive growth of its weight-loss franchise, the coming pill that could unlock an even bigger market, a...

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 chip roadmap, positioning itself as China’s challenger to Nvidia and Huawei Follow us on Instagram  for bonus content and instant reactions.

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

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

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

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 spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour...

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 growth, the bull case around innovation and the running boom, and the bear case around brutal competition, fashion risk, and a rich valuation. This video is for informational purpose...

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

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

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 @therundowndaily for bonus content and instant reactions This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. M...

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. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disc...

Stock market update for November 17, 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. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclo...

Americans are feeling the strain of rising prices and it’s driving a new level of economic anxiety. Josh Brown, CEO of Ritholtz Wealth Management, joins us to break down why broad-based inflation can feel worse than a recession, how the housing market is shaping consumer sentiment, the unexpected parallels between President Trump and Zohran Mamdani, and why this moment might actually be the best t...

Young Americans are facing the toughest housing market in modern history. Home prices have surged, supply has evaporated, and mortgage rates have more than doubled since 2020, pushing the average first-time buyer age to 40 years old. Zaid breaks down the impossible math facing young buyers, why the U.S. doesn’t build enough homes, and why ideas like 50-year mortgages won’t actually fix affordabili...

Stock market update for November 14, 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. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosu...