Daily stock market update in under 5 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.
Market update for Friday December 26, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode: Nvidia makes $20B deal with AI chip company GroqSilver & gold prices continue historic rallyMemory chip stocks jump on AI-driven price hikesBiohaven shares nosedive on depression drug trial failureCoca-Cola responsible for modern day Santa Claus
Market update for Wednesday December 24, 2025Follow 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 expectedApple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things aroundGoogle-backed AI fleet management company Motive files for an IPODynavax surges after agreeing to a $2.2B acquisition by SanofiIntel slides after reports Nvidia won't use its chip manufacturing processTech IPOs in 2025 have disappointed investors
Market update for Tuesday December 23, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Gold and silver prices hit new recordsNovo's weight-loss pill gets FDA approvalGoogle buys a renewable energy firm for $4.75BTrump's new battleship deal goes to Huntington IngallsU.S. drone stocks soar after U.S. bans foreign playersJohnson & Johnson ordered to pay $1.5B by jury in baby powder case
Market update for Monday December 22, 2025Follow 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 WBDNvidia plans to ship H200 chips to China in FebruaryRocket Lab secures its largest contract everHoneywell loses $470M from FlexJet lawsuitThe new Avatar movie “Fire and Ash” disappoints in opening weekend
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 conversation also dives into tariffs, affordability, and why cost-driven inflation hits households differently than demand-driven price spikes.
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 dataNike beats earnings but warns of weaker sales and margin pressureTikTok moves closer to a U.S. spinoff with Oracle-led investorsCoreWeave joining the federal government's AI “Genesis” missionMaybe the greatest fun fact in this show's history
Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode we discuss:Oracle's data center financing concernsA cooler-than-expected CPI reportNetflix's push into podcasts as YouTube lands the OscarsActivist investor Elliott's $1B stake in LululemonMicron surging on strong memory demand Instacart drops on FTC scrutiny over dynamic pricingNetflix bringing FIFA video game and big-money trivia
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 bidOpenAI in talks with Amazon for $10B investmentDBV shares soar on peanut allergy drug trial winLennar shares fall on housing profit missWaymo hits $100 billion valuation
Market update for Tuesday, December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Jobs data signals a cooling labor marketFord takes a $19.5B hit and resets its EV strategyPayPal applies to become a bankNasdaq pushing for 23hr trading
Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:Deep Dive: Oracle's Big Gamble on AIInterview: Space Reporter Eric Berger about SpaceX IPO In today's episode:Investors rotate out of big tech and into small capsNetflix lays out its case for acquiring Warner Bros amid antitrust scrutinySpaceX begins interviewing banks for a possible IPO in 2026Micron jumps after Mizuho raises its price target to $300iRobot files for Chapter 11 bankruptcyA look at the $4.5T merger-and-acquisition boom in 2025
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 business: data centers in space.
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, customer concentration, and brutal cloud competition.Is Oracle building the future of AI, or becoming the poster child of the next bubble?
Stock market update for December 12, 2025.
Market update for December 11, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expectationsDisney signs a $1B deal with OpenAIEli Lilly sees trial success with new weight-loss drug
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
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
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 experience strong growth its 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.
Stock market update for November 17, 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.
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 time to take the leap into entrepreneurship.
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 affordability.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.
Stock market update for November 14, 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.
Stock market update for November 13, 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.
Stock market update for November 12, 2025.
Stock market update for November 11, 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.
Stock market update for November 10, 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.
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?Tyler Radke, Co Head US Software Research at Citi, provides insight into Palantir's recent earnings report and explains how the company could weather potential challenges, including an AI spending slowdown and international expansion hurdles.
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 are having a harder time making ends meet. In this week's deep dive, Zaid breaks down the impact of the government shutdown on the U.S. economy. Follow us on Instagram @therundowndaily
Stock market update for November 7, 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.
Stock market update for November 6, 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.
Stock market update for November 5, 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.
Stock market update for November 4, 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.
© 2020-2025 Ivy Podcast Discovery LLC
