The Rundown
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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.
553 Episodes
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Market update for Monday, December 8, 2025Follow 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 growing 14-GW order book, and why the company’s customer base extends far beyond tech. Craig also talks about managing expectations as a pre-revenue public company and navigating the surge of interest from retail investors. A clear, inside look at one of the most talked-about nuclear startups in America.
Market update for December 5, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
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
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
Market update for December 2, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
Market update for December 1, 2025Follow 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 will continue to go higher, and why investors will get left behind if they don't own assets.
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 perfection?
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.
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 billions into GPUs even as investors panic. They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.
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 assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
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 reactionsThis 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/disclosures.
Stock market update for November 18, 2025. Follow us on Instagram @therundowndailyThis 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/disclosures.
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I was just thinking about this in this morning