The Rundown

Latest Episodes:

Deep Dive: Is Nvidia Funding a Data Center Collapse? Sep 27, 2025

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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, Nvidia’s strategy has some calling it “circular financing,” where money goes out only to come right back in. But is this brilliance, or the setup for a massive data center collapse? In this deep dive, we break down Nvidia’s web of influence, the risks of circular financing, and whether the AI boom is heading toward bubble territory.

Trump Enacts New Round of Tariffs, Amazon Settles FTC Suit for $2.5B Sep 26, 2025

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Stock market update for September 26, 2025.

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.

Intel Seeks Investment from Apple, Starbucks Cuts 900 Corporate Staff Sep 25, 2025

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Stock market update for September 25, 2025.

Palantir Partners with Boeing, Alibaba Soars on AI Announcements Sep 24, 2025

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Stock market update for September 24, 2025.

Nvidia to Invest $100B into OpenAI, Disney Revives Jimmy Kimmel’s Late Night Show Sep 23, 2025

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Stock market update for September 23, 2025.

Trump's H-1B Visa Plan Sparks Corporate Chaos, Snap Catches Meme Stock Fever Sep 22, 2025

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Stock market update for September 22, 2025.

The Fragile State of the AI Economy | Kyla Scanlon Sep 21, 2025

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Is America running on three economies at once? Zaid Admani sits down with Kyla Scanlon (economist, creator, and New York Times bestselling author) to break down the speculative economy, the real economy, and the meme economy.

We dive into whether AI is a bubble and why its trillion-dollar data center buildout makes the system more fragile than past tech manias. Kyla also explains why Gen Z faces record unemployment, how “casino culture” — from fartcoin to Labubus — has replaced homeownership for a generation, and why the Fed’s obsession with 2% inflation might be outdated.

Check out Kyla's substack:

https://kyla.substack.com/

Deep Dive: Did Meta Just Have its iPhone Moment? Sep 20, 2025

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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 with finger gestures. Mark Zuckerberg is betting billions that this could be the next big computing platform, but is it really his iPhone moment or just another expensive gamble? In this episode we explore what the glasses can actually do, why Meta has poured more than $70 billion into Reality Labs, how Apple, Google, and OpenAI are preparing to compete, and the challenges Meta faces with its dependence on Chinese manufacturing. The question is whether these glasses can ever replace the smartphone or if they’ll fade into the long list of failed wearables.