The Rundown

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**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.

Latest Episodes:

WBD Rejects Paramount Bid, Amazon in Talks to Invest $10B in OpenAI Dec 17, 2025

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Market update for Wednesday, December 17, 2025.

In today’s episode:

Warner Bros. rejects Paramount bid
OpenAI in talks with Amazon for $10B investment
DBV shares soar on peanut allergy drug trial win
Lennar shares fall on housing profit miss
Waymo hits $100 billion valuation

Unemployment Climbs to 4-Year High, Ford Hits the Brakes on EVs Dec 16, 2025

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Market update for Tuesday, December 16, 2025

In today’s episode:

Jobs data signals a cooling labor market
Ford takes a $19.5B hit and resets its EV strategy
PayPal applies to become a bank
Nasdaq pushing for 23hr trading

SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal Dec 15, 2025

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Market update for December 16, 2025

Check out our weekend episodes:

Deep Dive: Oracle’s Big Gamble on AI

Interview: Space Reporter Eric Berger about SpaceX IPO

In today’s episode:

Investors rotate out of big tech and into small caps
Netflix lays out its case for acquiring Warner Bros amid antitrust scrutiny
SpaceX begins interviewing banks for a possible IPO in 2026
Micron jumps after Mizuho raises its price target to $300
iRobot files for Chapter 11 bankruptcy
A look at the $4.5T merger-and-acquisition boom in 2025

The SpaceX IPO is Coming. Here's Why Elon Musk Can No Longer Resist (ft. Eric Berger) Dec 14, 2025

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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.

Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI) Dec 13, 2025

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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?

Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign Dec 12, 2025

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Stock market update for December 12, 2025.

Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights Dec 11, 2025

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Market update for December 11, 2025

Today we break down:

Fed cuts rates by 25 bps
Oracle misses the mark on sales expectations
Disney signs a $1B deal with OpenAI
Eli Lilly sees trial success with new weight-loss drug

DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe Dec 10, 2025

Show notes

Market update for December 10, 2025

Today we break down:

What to expect from the Fed meeting and Powell’s press conference
Oracle’s high-stakes earnings as debt worries pile up
DeepSeek reportedly uses smuggled Nvidia chips to train its next model
OpenAI bringing Photoshop into ChatGPT plus a new CRO
The day’s biggest movers: silver’s record run and GameStop’s earnings slide

Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses Dec 09, 2025

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Market update for December 9, 2025

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 Brothers falls on soft housing demand and margin pressure
Netflix launches a new live mobile game show

Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD Dec 08, 2025

Show notes

Market update for Monday, December 8, 2025

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