The Rundown
Episodes
Nvidia's Shocking $20B Deal with Chip Startup Groq, Silver & Gold Surge to New Records
26 Dec 2025
Contributed by Lukas
Market update for Friday December 26, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Nvi...
Tim Cook Buys $3M of Nike Stock, AI Fleet Company Motive Files for IPO
24 Dec 2025
Contributed by Lukas
Market update for Wednesday December 24, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Th...
Novo Nordisk Wins FDA Approval for Weight-Loss Pill, Alphabet Buys Clean Energy Provider
23 Dec 2025
Contributed by Lukas
Market update for Tuesday December 23, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Gold and ...
Larry Ellison Backs Paramount’s Bid for WBD, Nvidia to Ship H200 Chips to China by February
22 Dec 2025
Contributed by Lukas
Market update for Monday December 22, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Investors ...
Why Tariffs Haven't Tanked the Economy (ft. Justin Wolfers)
21 Dec 2025
Contributed by Lukas
Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’...
Deep Dive: Is Medline the Costco of Healthcare? Inside the Biggest IPO of 2025
20 Dec 2025
Contributed by Lukas
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 h...
Nike Tanks After Warning of Sales Drop, TikTok Signs Deal for U.S. Joint Venture
19 Dec 2025
Contributed by Lukas
Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists que...
Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool
18 Dec 2025
Contributed by Lukas
Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we ...
WBD Rejects Paramount Bid, Amazon in Talks to Invest $10B in OpenAI
17 Dec 2025
Contributed by Lukas
Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episod...
Unemployment Climbs to 4-Year High, Ford Hits the Brakes on EVs
16 Dec 2025
Contributed by Lukas
Market update for Tuesday, December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episo...
SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal
15 Dec 2025
Contributed by Lukas
Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:De...
The SpaceX IPO is Coming. Here's Why Elon Musk Can No Longer Resist (ft. Eric Berger)
14 Dec 2025
Contributed by Lukas
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 ...
Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)
13 Dec 2025
Contributed by Lukas
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 weeken...
Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign
12 Dec 2025
Contributed by Lukas
Stock market update for December 12, 2025.
Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights
11 Dec 2025
Contributed by Lukas
Market update for December 11, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:Fed cut...
DeepSeek Smuggling Nvidia Chips, ChatGPT Partners with Adobe
10 Dec 2025
Contributed by Lukas
Market update for December 10, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:What to expec...
Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses
09 Dec 2025
Contributed by Lukas
Market update for December 9, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode we discuss: 10-ye...
Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD
08 Dec 2025
Contributed by Lukas
Market update for Monday, December 8, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
Deep Dive: The Economics Behind Netflix’s Warner Bros Acquisition
07 Dec 2025
Contributed by Lukas
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 thi...
How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear)
06 Dec 2025
Contributed by Lukas
Oklo CFO Craig Bealmear joins Zaid Admani to break down the nuclear energy revival and why demand for small, flexible reactors is exploding. He explai...
Netflix Buys WBD in Historic $83B Deal, Tesla Launches Affordable Model 3 in Europe
05 Dec 2025
Contributed by Lukas
Market update for December 5, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
Meta Hires Apple Design Chief, Sam Altman Explores a SpaceX Rival
04 Dec 2025
Contributed by Lukas
Market update for December 4, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, we discuss:S...
Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip
03 Dec 2025
Contributed by Lukas
Market update for December 3, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Trump’s h...
OpenAI Declares Code Red, Apple’s AI Chief Steps Down
02 Dec 2025
Contributed by Lukas
Market update for December 2, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
Tesla's European Sales Nosedive in November, Nvidia Invests $2B into Synopsys
01 Dec 2025
Contributed by Lukas
Market update for December 1, 2025Follow us on INSTAGRAM for bonus content and instant reactions
Nvidia vs. Google: Is the AI Chip Race Winner Take All?
30 Nov 2025
Contributed by Lukas
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 N...
Deep Dive: How Eli Lilly Became the First $1 Trillion Healthcare Company
29 Nov 2025
Contributed by Lukas
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 Mo...
Black Friday Sales to Top 2024, Baidu Aims to Be China's New AI Chip King
28 Nov 2025
Contributed by Lukas
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 a...
OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin
26 Nov 2025
Contributed by Lukas
Market update for November 26, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.Inte...
Meta in Talks to Spend Billions on Google's TPU Chips, Trump Signs Order to Create a Government AI Model
25 Nov 2025
Contributed by Lukas
Market update for November 25, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
U.S. Senators Raise Alarm on Meta's Spam Ads, iPhone Air Sales Dissapoint
24 Nov 2025
Contributed by Lukas
Market update for November 24, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
23 Nov 2025
Contributed by Lukas
Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out?Zaid sits down with Doug O’Loughlin, President...
Deep Dive: On Running ($ONON) -- Hype, Numbers, and Reality
22 Nov 2025
Contributed by Lukas
On is the hottest brand in footwear right now. The company is experience strong growth its captured the attention of investors. Zaid breaks down how O...
OpenAI Signs AI Server Deal with Foxconn, Amazon Targets Engineers in Job Cuts
21 Nov 2025
Contributed by Lukas
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
20 Nov 2025
Contributed by Lukas
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
19 Nov 2025
Contributed by Lukas
Market update for November 19, 2025:Meta wins antitrust case against the FTC , Google launches Gemini 3, and Target sales fall again. Plus: Nvidia ear...
S&P 500 Heads for 4th Straight Down Day, Home Depot Cuts Full-Year Guidance
18 Nov 2025
Contributed by Lukas
Stock market update for November 18, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflec...
Buffett Buys Google, Novo Nordisk Cuts Obesity Drug Prices, and Public Launches AI Brokerage
17 Nov 2025
Contributed by Lukas
Stock market update for November 17, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the...
Why Unchecked Inflation is the Economy’s Biggest Threat (ft. Josh Brown)
16 Nov 2025
Contributed by Lukas
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, j...
Deep Dive: How an Entire Generation Got Locked Out of Homeownership
15 Nov 2025
Contributed by Lukas
Young Americans are facing the toughest housing market in modern history. Home prices have surged, supply has evaporated, and mortgage rates have more...
Tech Stocks Tank, Trump Cuts Tariffs and Burry Calls It Quits
14 Nov 2025
Contributed by Lukas
Stock market update for November 14, 2025.Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views ...
Disney's Cable TV Biz Dents Profits, Firefly Surges on Plan to Resume Rocket Launch
13 Nov 2025
Contributed by Lukas
Stock market update for November 13, 2025.Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the views ...
AMD Soars on Rosy AI Outlook, On Running Jumps 20% After Raising Guidance
12 Nov 2025
Contributed by Lukas
Stock market update for November 12, 2025.
Tesla's China Sales Fall to Three-Year Low, CoreWeave Lowers Outlook Amid Data Center Delays
11 Nov 2025
Contributed by Lukas
Stock market update for November 11, 2025.Follow us on Instagram ...
TSMC's October Sales Report Ignites AI Spending Concerns, OpenAI Seeks CHIPS Act Tax Credits
10 Nov 2025
Contributed by Lukas
Stock market update for November 10, 2025.Follow us on Instagram ...
Palantir Earnings Breakdown with Leading Analyst at Citi
09 Nov 2025
Contributed by Lukas
Palantir reported its best ever earnings in Q3 according to CEO Alex Karp, but will the AI defense giant be able to keep growing at record levels?Tyle...
Deep Dive: Economic Shock of the Government Shutdown
08 Nov 2025
Contributed by Lukas
The 2025 U.S. government shutdown is now the longest in American history. Food stamps are drying up, workers are going without paychecks, and people a...
FAA to Cut Flights by 10% at 40 Airports, Tesla Approves Elon Musk's $1T Pay Package
07 Nov 2025
Contributed by Lukas
Stock market update for November 7, 2025.Follow us on Instagram ...
OpenAI Wants its Debt Deals Backed by U.S. Government, Apple Plans to Integrate Gemini into Siri
06 Nov 2025
Contributed by Lukas
Stock market update for November 6, 2025.Follow us on Instagram ...
AMD Earnings Fail to Impress, Novo Nordisk Cuts Outlook Amid Weight-Loss Drug Pricing Pressure
05 Nov 2025
Contributed by Lukas
Stock market update for November 5, 2025.Follow us on Instagram @...
Palantir Raises Outlook but Stock Tanks, Starbucks Sells 60% of China Business in Joint Venture Deal
04 Nov 2025
Contributed by Lukas
Stock market update for November 4, 2025.Follow us on Instagram @the...
OpenAI Signs $38B Cloud Deal with Amazon, Tesla Sales Plummet in European Countries
03 Nov 2025
Contributed by Lukas
Stock market update for November 3, 2025.Follow us on Instagram @therun...
Are We Reliving the Dotcom Bubble with AI? Harvard Economist Explains
02 Nov 2025
Contributed by Lukas
Harvard economist Jason Furman joins Kyla Scanlon and Zaid Admani to unpack the state of the U.S. economy amid missing government data, the AI-driven ...
Deep Dive: How the AI Boom Created a K-Shaped Economy
01 Nov 2025
Contributed by Lukas
The AI revolution has split the economy in two. On one side, Big Tech and chipmakers are powering a trillion-dollar AI buildout. On the other, layoffs...
Apple Guides to Record-Breaking Holiday Quarter, Amazon Posts Best Cloud Growth Since 2022
31 Oct 2025
Contributed by Lukas
Stock market update for October 31, 2025.Follow us on Instagram @therundow...
Meta Shares Drop on Aggressive AI spending, Chipotle's Stock Plummets on Weak Demand
30 Oct 2025
Contributed by Lukas
Stock market update for October 30, 2025.Follow us on Instagram @therundownda...
Nvidia Becomes First $5 Trillion Company, OpenAI Looks Ahead Toward IPO
29 Oct 2025
Contributed by Lukas
Stock market update for October 29, 2025.Follow us on Instagram @therundowndaily...
Amazon Cuts 14,000 Corporate Jobs, PayPal Signs Shopping Deal with OpenAI
28 Oct 2025
Contributed by Lukas
Stock market update for October 28, 2025.Follow us on Instagram @therundowndaily...
Lululemon Secures NFL Apparel Deal, TikTok Sale to Be Finalized this Week
27 Oct 2025
Contributed by Lukas
Stock market update for October 27, 2025.Follow us on Instagram @therundowndaily...
The Slow Burn of Tariffs & AI's Infiltration of Corporate America (ft. Ara Kharazian)
26 Oct 2025
Contributed by Lukas
Ramp economist Ara Kharazian explores two powerful forces shaping today’s economy: the scattered implementation of tariffs and the increased AI spen...
Deep Dive: Inside Trump’s Red-Hot Investment Portfolio
25 Oct 2025
Contributed by Lukas
The Trump Administration is investing like a hedge fund by taking stakes in companies tied to national security. From a $9 billion stake in Intel to i...
Intel Returns to Profitability, Oracle Plans $38B Debt Deal for Data Centers
24 Oct 2025
Contributed by Lukas
Stock market update for October 24, 2025.Follow us on Instagram @therundowndaily...
Tesla Earnings Fall Short, Trump Considers Investing in Quantum Computing
23 Oct 2025
Contributed by Lukas
Stock market update for October 23, 2025.Follow us on Instagram @therundowndaily...
Netflix Posts First Sales Miss in Two Years, Novo Nordisk Fires Entire Board
22 Oct 2025
Contributed by Lukas
Stock market update for October 22, 2025.Follow us on Instagram @therundowndaily...
Trump Gives GM a Boost, Beyond Meat Reaches Meme Stock Territory
21 Oct 2025
Contributed by Lukas
Stock market update for October 21, 2025.Follow us on Instagram @therundowndaily...
iPhone 17 Sales Revive Apple's Growth, Gucci Owner Sells Beauty Unit for $4.7B
20 Oct 2025
Contributed by Lukas
Stock market update for October 20, 2025.Follow us on Instagram @therundowndaily...
Figma CFO on OpenAI Integration, AI Monetization, and Global Growth Catalysts
19 Oct 2025
Contributed by Lukas
Figma CFO Praveer Melwani led the design company through the year's most anticipated IPO. He talks about the eye-popping first day Figma had as a ...
Deep Dive: Can AMD Beat Nvidia at Its Own Game?
18 Oct 2025
Contributed by Lukas
Nvidia has dominated the AI chip market for years, but a new challenger is stepping into the ring: AMD. In this Deep Dive, we break down AMD’s three...
Regional Bank Issues Lead to Market Selloff, Micron Exits Data Center Business in China
17 Oct 2025
Contributed by Lukas
Stock market update for October 17, 2025.Follow us on Instagram @therundowndaily...
Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook
16 Oct 2025
Contributed by Lukas
Stock market update for October 16, 2025.Follow us on Instagram @therundowndaily...
Walmart & OpenAI Announce Shopping Deal, Morgan Stanley Sales Hit New Record
15 Oct 2025
Contributed by Lukas
Stock market update for October 15, 2025.Follow us on Instagram @therundowndaily...
Big Banks Earnings Impress, Oracle to Deploy 50,000 AMD Chips
14 Oct 2025
Contributed by Lukas
Stock market update for October 14, 2025.Follow us on Instagram @therundowndaily...
OpenAI Reveals Partnership with Broadcom, Beyond Meat Shares Crater 50%
13 Oct 2025
Contributed by Lukas
Stock market update for October 13, 2025.Follow us on Instagram @therundowndaily...
Is OpenAI's Sora Launch a Sign the AI Economy is Cracking? (ft. Kyla Scanlon & Alex Heath)
12 Oct 2025
Contributed by Lukas
OpenAI’s launch of Sora, its new AI-powered social app, might be more than just a product drop — it could be a warning sign. Zaid Admani, Kyla Sca...
Deep Dive: 3 Nuclear Stocks to Watch as AI Creates an Energy Crisis
11 Oct 2025
Contributed by Lukas
AI’s insatiable hunger for power is igniting a nuclear renaissance. In this Deep Dive, we break down how soaring energy demand from data centers is ...
China Cracks Down on Nvidia Chips, Kalshi Expands to 140+ Countries
10 Oct 2025
Contributed by Lukas
Stock market update for October 10, 2025. Follow us on Instagram @therundowndailyThi...
Pepsi's Turnaround Shows Signs of Hope, Ferrari Shares Plunge on Weak Outlook
09 Oct 2025
Contributed by Lukas
Stock market update for October 9, 2025. Follow us on Instagram @therundowndailyThis video...
Nvidia Invests $2B into xAI, Oracle's AI Business Weighs on Profits
08 Oct 2025
Contributed by Lukas
Stock market update for October 8, 2025. Follow us on Instagram @therundowndailyThis video is fo...
NYSE Owner to Invest $2B into Polymarket, OpenAI Launches Interactive Apps for ChatGPT
07 Oct 2025
Contributed by Lukas
Stock market update for October 7, 2025. Follow us on Instagram @therundowndailyThis video is for info...
OpenAI Strikes Massive Deal with AMD, Tesla Unveils New Vehicle Teaser Video
06 Oct 2025
Contributed by Lukas
Stock market update for October 6, 2025. Follow us on Instagram @therundowndailyThis video is for informatio...
How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
05 Oct 2025
Contributed by Lukas
Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius...
Deep Dive: Is Gold's Surge a Warning for the Economy?
04 Oct 2025
Contributed by Lukas
Gold is surging to record highs, climbing nearly 50% this year and approaching $4,000 an ounce.In this Deep Dive, we explore what’s behind the rally...
Boeing Delays 777X Again, OpenAI Hits $500B Valuation
03 Oct 2025
Contributed by Lukas
Stock market update for October 3, 2025. Follow us on Instagram @therundowndailyThis video is for informational pu...
Warren Buffett Makes Biggest Deal in 3 Years, Apple Shelves Vision Pro for Smart Glasses
02 Oct 2025
Contributed by Lukas
Stock market update for October 2, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes...
Nike Ends Sales Growth Losing Streak, Pfizer Strikes Medicaid Deal with Trump
01 Oct 2025
Contributed by Lukas
Stock market update for October 1, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only ...
OpenAI Partners with Shopify for "Instant Checkout," Spotify CEO Steps Down
30 Sep 2025
Contributed by Lukas
Stock market update for September 30, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and...
Gold Hits Record High, Electronic Arts to Go Private at $55B Valuation
29 Sep 2025
Contributed by Lukas
Stock market update for September 29, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and refle...
Morgan Housel on The Art of Spending, America's Housing Crisis, & Gen Z Nihilism
28 Sep 2025
Contributed by Lukas
Zaid sits down with bestselling author Morgan Housel (The Psychology of Money) to talk about his new book The Art of Spending Money. Morgan also share...
Deep Dive: Is Nvidia Funding a Data Center Collapse?
27 Sep 2025
Contributed by Lukas
Nvidia isn’t just selling chips. It’s investing billions into the very companies that turn around and buy its GPUs. From CoreWeave to OpenAI, Nvid...
Trump Enacts New Round of Tariffs, Amazon Settles FTC Suit for $2.5B
26 Sep 2025
Contributed by Lukas
Stock market update for September 26, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects th...
Intel Seeks Investment from Apple, Starbucks Cuts 900 Corporate Staff
25 Sep 2025
Contributed by Lukas
Stock market update for September 25, 2025. Follow us on Instagram @therundowndailyThis video is for informational purposes only and reflects the view...
Palantir Partners with Boeing, Alibaba Soars on AI Announcements
24 Sep 2025
Contributed by Lukas
Stock market update for September 24, 2025.
Nvidia to Invest $100B into OpenAI, Disney Revives Jimmy Kimmel’s Late Night Show
23 Sep 2025
Contributed by Lukas
Stock market update for September 23, 2025.
Trump's H-1B Visa Plan Sparks Corporate Chaos, Snap Catches Meme Stock Fever
22 Sep 2025
Contributed by Lukas
Stock market update for September 22, 2025.
The Fragile State of the AI Economy | Kyla Scanlon
21 Sep 2025
Contributed by Lukas
Is America running on three economies at once? Zaid Admani sits down with Kyla Scanlon (economist, creator, and New York Times bestselling author) to ...
Deep Dive: Did Meta Just Have its iPhone Moment?
20 Sep 2025
Contributed by Lukas
Meta just unveiled the Meta Ray-Ban Display, $799 AI-powered smart glasses with a built-in screen and a neural wristband that lets you control them wi...
SEC Explores Removing Quarterly Reporting, Elon Musk Lays out Roadmap for xAI
19 Sep 2025
Contributed by Lukas
Stock market update for September 19, 2025.
Nvidia Invests $5B Into Intel, Lyft Partners with Waymo for Robotaxis in Nashville
18 Sep 2025
Contributed by Lukas
Stock market update for September 18, 2025.
Trump Pushes Back Enforcement of TikTok Ban, StubHub to Make IPO Debut
17 Sep 2025
Contributed by Lukas
Stock market update for September 17, 2025.
Meta to Unveil New AI Smart Glasses, Oracle's TikTok Buyout Speculation Grows
16 Sep 2025
Contributed by Lukas
Stock market update for September 16, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Hol...