The Rundown

Latest Episodes:

Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition Dec 07, 2025

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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.

How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear) Dec 06, 2025

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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.

Netflix Buys WBD in Historic $83B Deal, Tesla Launches Affordable Model 3 in Europe Dec 05, 2025

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Market update for December 5, 2025

Meta Hires Apple Design Chief, Sam Altman Explores a SpaceX Rival Dec 04, 2025

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Market update for December 4, 2025

In today’s episode, we discuss:

Small cap stocks rally
Meta hiring Apple design chief
Sam Altman’s plans to build a SpaceX competitor
Earnings Recap: Salesforce, Snowflake
Fanatics launches prediction market

Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip Dec 03, 2025

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Market update for December 3, 2025

In today's episode:

Trump’s hints at next Fed Chair
Anthropic plans for 2026 IPO
Amazon’s new Tranium 3 chip
Earnings recap for American Eagle and Macys
Michael Dell’s $6.25 Billion donation to American kids

OpenAI Declares Code Red, Apple’s AI Chief Steps Down Dec 02, 2025

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Market update for December 2, 2025

Tesla's European Sales Nosedive in November, Nvidia Invests $2B into Synopsys Dec 01, 2025

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Market update for December 1, 2025

Nvidia vs. Google: Is the AI Chip Race Winner Take All? Nov 30, 2025

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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.

Deep Dive: How Eli Lilly Became the First $1 Trillion Healthcare Company Nov 29, 2025

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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?

Black Friday Sales to Top 2024, Baidu Aims to Be China's New AI Chip King Nov 28, 2025

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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 shopping

Plus, Baidu unveils its new AI chip roadmap, positioning itself as China’s challenger to Nvidia and Huawei