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PODCAST

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.

business investing

All Episodes

00:09:23

DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with...

The Rundown ·

2025/12/10

Market update for December 10, 2025Follow 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 conferenceOracle’s high-stakes earnings as debt worries pile upDeepSeek reportedly uses smuggled Nvidia chips to train its next modelOpenAI bringing Photoshop into ChatGPT plus a new CRO The day’s biggest movers: silver’s record run and GameStop’s earnings slide

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00:08:52

Trump Approves Nvidia’s H200 chips to China; Google...

The Rundown ·

2025/12/09

Market update for December 9, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode we discuss: 10-year Treasury climbs despite rate cuts expectedTrump approves Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.SGoogle’s plans to launch AI smart glasses in 2026Ares Management surges after being added to the S&P 500Toll Brothers falls on soft housing demand and margin pressureNetflix launches a new live mobile game show

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00:09:55

Trump Targets Netflix Deal as Paramount Launches...

The Rundown ·

2025/12/08

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

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00:16:16

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

The Rundown ·

2025/12/07

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.

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00:22:23

How Oklo Is Capitalizing on America’s Nuclear Revival...

The Rundown ·

2025/12/06

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 growing 14-GW order book, and why the company’s customer base extends far beyond tech. Craig also talks

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00:09:57

Netflix Buys WBD in Historic $83B Deal, Tesla...

The Rundown ·

2025/12/05

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

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00:09:58

Meta Hires Apple Design Chief, Sam Altman Explores a...

The Rundown ·

2025/12/04

Market update for December 4, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, we discuss:Small cap stocks rallyMeta hiring Apple design chief Sam Altman’s plans to build a SpaceX competitor Earnings Recap: Salesforce, SnowflakeFanatics launches prediction market

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00:09:53

Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip

The Rundown ·

2025/12/03

Market update for December 3, 2025Follow 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 IPOAmazon’s new Tranium 3 chip Earnings recap for American Eagle and MacysMichael Dell’s $6.25 Billion donation to American kids

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00:09:45

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

The Rundown ·

2025/12/02

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

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00:09:06

Tesla's European Sales Nosedive in November, Nvidia...

The Rundown ·

2025/12/01

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

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00:27:07

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

The Rundown ·

2025/11/30

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 will continue to go higher, and why investors will get left behind if they don't own assets.

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00:12:30

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

The Rundown ·

2025/11/29

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, and the risks ahead. Is the trillion-dollar valuation just the start, or is the stock already priced for

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00:09:42

Black Friday Sales to Top 2024, Baidu Aims to Be...

The Rundown ·

2025/11/28

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 shoppingPlus, Baidu unveils its new AI chip roadmap, positioning itself as China’s challenger to Nvidia and HuaweiFollow us on Instagram for bonus content and instant reactions.

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00:09:18

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

The Rundown ·

2025/11/26

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

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00:09:38

Meta in Talks to Spend Billions on Google's TPU...

The Rundown ·

2025/11/25

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

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00:09:13

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

The Rundown ·

2025/11/24

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

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00:28:36

What Nvidia’s Perfect Quarter, Google Gemini 3, and...

The Rundown ·

2025/11/23

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 the strange moment we’re in: Nvidia just delivered a flawless earnings print, but the market still sold off. Doug explains 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 and Sundar are willing to pour

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00:13:08

Deep Dive: On Running ($ONON) -- Hype, Numbers, and...

The Rundown ·

2025/11/22

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 purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of

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00:09:08

OpenAI Signs AI Server Deal with Foxconn, Amazon...

The Rundown ·

2025/11/21

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

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00:09:19

Nvidia Earnings Alleviate AI Bubble Concerns, Walmart...

The Rundown ·

2025/11/20

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

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