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:

OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin Nov 26, 2025

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Market update for November 26, 2025:

Interview with Doug O'Laughlin

Meta in Talks to Spend Billions on Google's TPU Chips, Trump Signs Order for AI 'Manhattan Project' Nov 25, 2025

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Market update for November 25, 2025:

U.S. Senators Raise Alarm on Meta's Spam Ads, iPhone Air Sales Dissapoint Nov 24, 2025

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Market update for November 24, 2025:

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin) Nov 23, 2025

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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.

Deep Dive: Can On Running ($ONON) Dethrone Nike? Nov 22, 2025

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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.

OpenAI Signs AI Server Deal with Foxconn, Amazon Targets Engineers in Job Cuts Nov 21, 2025

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Market update for November 21, 2025:

Nvidia Earnings Alleviate AI Bubble Concerns, Walmart Raises Outlook Amid Strong Value Shopping Demand Nov 20, 2025

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Market update for November 20, 2025:

Meta Wins Big in Court, Google Launches Gemini 3 and Target Sales Slump Nov 19, 2025

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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

S&P 500 Heads for 4th Straight Down Day, Home Depot Cuts Full-Year Guidance Nov 18, 2025

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Stock market update for November 18, 2025.

Buffett Buys Google, Novo Nordisk Cuts Obesity Drug Prices, and Public Launches AI Brokerage Nov 17, 2025

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Stock market update for November 17, 2025.

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