The Rundown
By: Public.com
Language: en
Categories: Business, Investing
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.
Episodes
SpaceX Interviewing Banks for IPO, Netflix Defends WBD Deal
Dec 15, 2025Market update for December 16, 2025
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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 raise...
Duration: 00:09:23The SpaceX IPO is Coming. Here's Why Elon Musk Can No Longer Resist (ft. Eric Berger)
Dec 14, 2025Eric 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.
Duration: 00:26:35Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)
Dec 13, 2025Oracle 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...
Duration: 00:10:40Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign
Dec 12, 2025Stock market update for December 12, 2025.
Duration: 00:09:20Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights
Dec 11, 2025Market update for December 11, 2025
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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
Duration: 00:09:54DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe
Dec 10, 2025Market update for December 10, 2025
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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
Duration: 00:09:23Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses
Dec 09, 2025Market update for December 9, 2025
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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...
Duration: 00:08:52Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD
Dec 08, 2025Market update for Monday, December 8, 2025
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Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition
Dec 07, 2025Netflix 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.
Duration: 00:16:16How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear)
Dec 06, 2025Oklo 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 clea...
Duration: 00:22:23Netflix Buys WBD in Historic $83B Deal, Tesla Launches Affordable Model 3 in Europe
Dec 05, 2025Market update for December 5, 2025
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Meta Hires Apple Design Chief, Sam Altman Explores a SpaceX Rival
Dec 04, 2025Market update for December 4, 2025
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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
Duration: 00:09:58Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip
Dec 03, 2025Market update for December 3, 2025
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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 kidsOpenAI Declares Code Red, Apple’s AI Chief Steps Down
Dec 02, 2025Market update for December 2, 2025
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Tesla's European Sales Nosedive in November, Nvidia Invests $2B into Synopsys
Dec 01, 2025Market update for December 1, 2025
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Nvidia vs. Google: Is the AI Chip Race Winner Take All?
Nov 30, 2025Adam 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, 2025In 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, 2025Market 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
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OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin
Nov 26, 2025Market update for November 26, 2025:
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Interview with Doug O'Laughlin
Duration: 00:09:18Meta in Talks to Spend Billions on Google's TPU Chips, Trump Signs Order for AI 'Manhattan Project'
Nov 25, 2025Market update for November 25, 2025:
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Duration: 00:09:38U.S. Senators Raise Alarm on Meta's Spam Ads, iPhone Air Sales Dissapoint
Nov 24, 2025Market update for November 24, 2025:
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Duration: 00:09:13What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
Nov 23, 2025Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour billions into GPUs even as investors panic.
They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happe...
Duration: 00:28:36Deep Dive: Can On Running ($ONON) Dethrone Nike?
Nov 22, 2025On 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...
Duration: 00:13:08OpenAI Signs AI Server Deal with Foxconn, Amazon Targets Engineers in Job Cuts
Nov 21, 2025Market update for November 21, 2025:
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Duration: 00:09:08Nvidia Earnings Alleviate AI Bubble Concerns, Walmart Raises Outlook Amid Strong Value Shopping Demand
Nov 20, 2025Market update for November 20, 2025:
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Duration: 00:09:19Meta Wins Big in Court, Google Launches Gemini 3 and Target Sales Slump
Nov 19, 2025Market 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
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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 Pu...
Duration: 00:10:00S&P 500 Heads for 4th Straight Down Day, Home Depot Cuts Full-Year Guidance
Nov 18, 2025Stock market update for November 18, 2025.
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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.
Duration: 00:09:28Buffett Buys Google, Novo Nordisk Cuts Obesity Drug Prices, and Public Launches AI Brokerage
Nov 17, 2025Stock market update for November 17, 2025.
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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.
Duration: 00:09:45Why Unchecked Inflation is the Economy’s Biggest Threat (ft. Josh Brown)
Nov 16, 2025Americans 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.
Duration: 00:31:14Deep Dive: How an Entire Generation Got Locked Out of Homeownership
Nov 15, 2025Young 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. Inve...
Duration: 00:09:36Tech Stocks Tank, Trump Cuts Tariffs and Burry Calls It Quits
Nov 14, 2025Stock market update for November 14, 2025.
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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.
Duration: 00:09:55Disney's Cable TV Biz Dents Profits, Firefly Surges on Plan to Resume Rocket Launch
Nov 13, 2025Stock market update for November 13, 2025.
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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.
Duration: 00:09:51AMD Soars on Rosy AI Outlook, On Running Jumps 20% After Raising Guidance
Nov 12, 2025Stock market update for November 12, 2025.
Duration: 00:09:12Tesla's China Sales Fall to Three-Year Low, CoreWeave Lowers Outlook Amid Data Center Delays
Nov 11, 2025Stock market update for November 11, 2025.
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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.
Duration: 00:09:55TSMC's October Sales Report Ignites AI Spending Concerns, OpenAI Seeks CHIPS Act Tax Credits
Nov 10, 2025Stock market update for November 10, 2025.
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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.
Duration: 00:09:57Palantir Analyst Breaks Down “Grand Slam” Earnings, Explosive Commercial AI Growth
Nov 09, 2025Palantir 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.
Duration: 00:22:32Deep Dive: Economic Shock of the Government Shutdown
Nov 08, 2025The 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 government shutdown's impact on the U.S. economy.
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Duration: 00:08:30FAA to Cut Flights by 10% at 40 Airports, Tesla Approves Elon Musk's $1T Pay Package
Nov 07, 2025Stock market update for November 7, 2025.
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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.
Duration: 00:09:53OpenAI Wants its Debt Deals Backed by U.S. Government, Apple Plans to Integrate Gemini into Siri
Nov 06, 2025Stock market update for November 6, 2025.
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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.
Duration: 00:08:56AMD Earnings Fail to Impress, Novo Nordisk Cuts Outlook Amid Obesity Drug Pricing Pressure
Nov 05, 2025Stock market update for November 5, 2025.
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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.
Duration: 00:08:48Palantir Raises Outlook but Stock Tanks, Starbucks Sells 60% of China Business in Joint Venture Deal
Nov 04, 2025Stock market update for November 4, 2025.
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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.
Duration: 00:08:50OpenAI Signs $38B Cloud Deal with Amazon, Tesla Sales Plummet in European Countries
Nov 03, 2025Stock market update for November 3, 2025.
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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.
Duration: 00:10:00Are We Reliving the Dotcom Bubble with AI? Harvard Economist Explains
Nov 02, 2025Harvard economist Jason Furman joins Kyla Scanlon and Zaid Admani to unpack the state of the U.S. economy amid missing government data, the AI-driven boom, and rising talk of socialism. They explore how much of today’s growth is fueled by AI spending versus real productivity, whether a bubble burst would trigger a recession, the Fed’s latest rate cuts, and why Chipotle’s burritos might be a better economic indicator than GDP.
Duration: 00:26:22Deep Dive: How the AI Boom Created a K-Shaped Economy
Nov 01, 2025The AI revolution has split the economy in two. On one side, Big Tech and chipmakers are powering a trillion-dollar AI buildout. On the other, layoffs are rising, wages are stalling, and consumers are feeling the squeeze. In this deep dive, Zaid breaks down the winners and losers of the K-shaped economy and explores whether this imbalance is a temporary disruption or the new normal for the AI era.
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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 inv...
Duration: 00:12:07Apple Guides to Record-Breaking Holiday Quarter, Amazon Posts Best Cloud Growth Since 2022
Oct 31, 2025Stock market update for October 31, 2025.
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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.
Duration: 00:09:59Meta Shares Drop on Aggressive AI spending, Chipotle's Stock Plummets on Weak Demand
Oct 30, 2025Stock market update for October 30, 2025.
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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.
Duration: 00:09:58Nvidia Becomes First $5 Trillion Company, OpenAI Looks Ahead Toward IPO
Oct 29, 2025Stock market update for October 29, 2025.
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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.
Duration: 00:09:41Amazon Cuts 14,000 Corporate Jobs, PayPal Signs Shopping Deal with OpenAI
Oct 28, 2025Stock market update for October 28, 2025.
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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.
Duration: 00:09:41Lululemon Secures NFL Apparel Deal, TikTok Sale to Be Finalized this Week
Oct 27, 2025Stock market update for October 27, 2025.
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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.
Duration: 00:09:09The Slow Burn of Tariffs & AI's Infiltration of Corporate America (ft. Ara Kharazian)
Oct 26, 2025Ramp economist Ara Kharazian explores two powerful forces shaping today’s economy: the scattered implementation of tariffs and the increased AI spending by American businesses. Using spending data from 45,000 U.S. companies, he shows how policy complexity has muted the effects of tariffs while industries from healthcare to construction embrace AI at an unprecedented pace. Kharazian shares data that helps address the AI bubble debate, suggests OpenAI is the dominant player with a wide lead on the competition, and how burdensome tariffs will be a year from now.
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This video is for informational purposes only and reflects the views of...
Duration: 00:35:38Deep Dive: Inside Trump’s Red-Hot Investment Portfolio
Oct 25, 2025The Trump Administration is investing like a hedge fund by taking stakes in companies tied to national security. From a $9 billion stake in Intel to investments in rare earth and lithium producers, the White House is putting taxpayer money directly into strategic sectors. In this deep dive, we break down how these bets are performing, what industries could be next, and what it means for America’s new era of state-backed capitalism.
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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...
Duration: 00:09:35Intel Returns to Profitability, Oracle Plans $38B Debt Deal for Data Centers
Oct 24, 2025Stock market update for October 24, 2025.
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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.
Duration: 00:09:59Tesla Earnings Fall Short, Trump Considers Investing in Quantum Computing
Oct 23, 2025Stock market update for October 23, 2025.
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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.
Duration: 00:09:53Netflix Posts First Sales Miss in Two Years, Novo Nordisk Fires Entire Board
Oct 22, 2025Stock market update for October 22, 2025.
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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.
Duration: 00:09:56Trump Gives GM a Boost, Beyond Meat Reaches Meme Stock Territory
Oct 21, 2025Stock market update for October 21, 2025.
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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.
Duration: 00:08:48iPhone 17 Sales Revive Apple's Growth, Gucci Owner Sells Beauty Unit for $4.7B
Oct 20, 2025Stock market update for October 20, 2025.
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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.
Duration: 00:08:48Figma CFO on OpenAI Integration, AI Monetization, and Global Growth Catalysts
Oct 19, 2025Figma CFO Praveer Melwani led the design company through the year's most anticipated IPO. He talks about the eye-popping first day Figma had as a publicly traded company and weighs in on the debate about the IPO process being broken. Melwani also walks through the company’s new integration with OpenAI’s ChatGPT and breaks down the strategy behind turning AI from a feature into a real business model.
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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 no...
Duration: 00:30:15Deep Dive: Can AMD Beat Nvidia at Its Own Game?
Oct 18, 2025Nvidia has dominated the AI chip market for years, but a new challenger is stepping into the ring: AMD. In this Deep Dive, we break down AMD’s three core businesses, its massive new partnerships with OpenAI and Oracle, and how CEO Lisa Su plans to chip away at Nvidia’s monopoly.
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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 di...
Duration: 00:11:08Regional Bank Issues Lead to Market Selloff, Micron Exits Data Center Business in China
Oct 17, 2025Stock market update for October 17, 2025.
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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.
Duration: 00:08:53Apple Deals with AI Employee Exodus, Taiwan Semi Boosts 2025 Sales Outlook
Oct 16, 2025Stock market update for October 16, 2025.
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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.
Duration: 00:09:43Walmart & OpenAI Announce Shopping Deal, Morgan Stanley Sales Hit New Record
Oct 15, 2025Stock market update for October 15, 2025.
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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.
Duration: 00:09:57Big Banks Earnings Impress, Oracle to Deploy 50,000 AMD Chips
Oct 14, 2025Stock market update for October 14, 2025.
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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.
Duration: 00:09:34OpenAI Reveals Partnership with Broadcom, Beyond Meat Shares Crater 50%
Oct 13, 2025Stock market update for October 13, 2025.
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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.
Duration: 00:09:51Is OpenAI's Sora Launch a Sign the AI Economy is Cracking? (ft. Kyla Scanlon & Alex Heath)
Oct 12, 2025OpenAI’s launch of Sora, its new AI-powered social app, might be more than just a product drop — it could be a warning sign. Zaid Admani, Kyla Scanlon, and Alex Heath break down what Sora reveals about the pressure on AI companies to monetize, the growing debt behind data centers, and whether the AI economy is starting to crack under its own hype. From trillion-dollar valuations to gold’s unexpected rise, this episode exposes the fault lines forming beneath the AI boom.
Duration: 00:27:44Deep Dive: 3 Nuclear Stocks to Watch as AI Creates an Energy Crisis
Oct 11, 2025AI’s insatiable hunger for power is igniting a nuclear renaissance. In this Deep Dive, we break down how soaring energy demand from data centers is fueling a new boom in nuclear stocks, and why the Trump administration is fast-tracking a nuclear revival. We look at the companies leading the charge and unpack the risks that could turn this atomic rally into a meltdown.
Follow us on all socials: https://hoo.be/therundown This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its su...
Duration: 00:11:32China Cracks Down on Nvidia Chips, Kalshi Expands to 140+ Countries
Oct 10, 2025Stock market update for October 10, 2025.
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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.
Duration: 00:09:57Pepsi's Turnaround Shows Signs of Hope, Ferrari Shares Plunge on Weak Outlook
Oct 09, 2025Stock market update for October 9, 2025.
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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.
Duration: 00:09:59Nvidia Invests $2B into xAI, Oracle's AI Business Weighs on Profits
Oct 08, 2025Stock market update for October 8, 2025.
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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.
Duration: 00:09:22NYSE Owner to Invest $2B into Polymarket, OpenAI Launches Interactive Apps for ChatGPT
Oct 07, 2025Stock market update for October 7, 2025.
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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.
Duration: 00:09:50OpenAI Strikes Massive Deal with AMD, Tesla Unveils New Vehicle Teaser Video
Oct 06, 2025Stock market update for October 6, 2025.
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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.
Duration: 00:09:58How Nebius is Becoming the AWS of AI (ft. Marc Boroditsky)
Oct 05, 2025Nebius is one of the fastest-growing players in the AI infrastructure race. In this episode, Chief Revenue Officer Marc Boroditsky explains how Nebius is supplying compute power to giants like Microsoft, building next-gen data centers, and navigating the gold rush for Nvidia chips. We break down the economics behind the $17 billion Microsoft deal, the rising demand for inference, and growing fears of overbuild in the AI economy.
Deep Dive: Is Gold's Surge a Warning for the Economy?
Oct 04, 2025Gold is surging to record highs, climbing nearly 50% this year and approaching $4,000 an ounce.
In this Deep Dive, we explore what’s behind the rally, including Trump’s trade moves, the government shutdown, and central banks buying record amounts of gold. Could it be a warning for what’s ahead?
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...
Duration: 00:10:03Boeing Delays 777X Again, OpenAI Hits $500B Valuation
Oct 03, 2025Stock market update for October 3, 2025.
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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.
Duration: 00:08:58Warren Buffett Makes Biggest Deal in 3 Years, Apple Shelves Vision Pro for Smart Glasses
Oct 02, 2025Stock market update for October 2, 2025.
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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.
Duration: 00:09:18Nike Ends Sales Growth Losing Streak, Pfizer Strikes Medicaid Deal with Trump
Oct 01, 2025Stock market update for October 1, 2025.
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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.
Duration: 00:09:31OpenAI Partners with Shopify for "Instant Checkout," Spotify CEO Steps Down
Sep 30, 2025Stock market update for September 30, 2025.
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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.
Duration: 00:09:56Gold Hits Record High, Electronic Arts to Go Private at $55B Valuation
Sep 29, 2025Stock market update for September 29, 2025.
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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.
Duration: 00:09:57Morgan Housel on The Art of Spending, America's Housing Crisis, & Gen Z Nihilism
Sep 28, 2025Zaid sits down with bestselling author Morgan Housel (The Psychology of Money) to talk about his new book The Art of Spending Money. Morgan also shares his perspective on Gen Z’s financial struggles, the rise of financial nihilism, and why America’s housing crisis might be the biggest social problem of our time. We also dive into the psychology behind how we spend, why tiny adjustments often matter more than a bigger paycheck, and how contrast shapes our happiness.
**NOTE: ALL BOOKS FOR THE GIVEAWAY HAVE BEEN CLAIMED!!**
Duration: 00:33:43Deep Dive: Is Nvidia Funding a Data Center Collapse?
Sep 27, 2025Nvidia 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.
Duration: 00:11:02Trump Enacts New Round of Tariffs, Amazon Settles FTC Suit for $2.5B
Sep 26, 2025Stock market update for September 26, 2025.
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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.
Duration: 00:09:56Intel Seeks Investment from Apple, Starbucks Cuts 900 Corporate Staff
Sep 25, 2025Stock market update for September 25, 2025.
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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.
Duration: 00:09:19Palantir Partners with Boeing, Alibaba Soars on AI Announcements
Sep 24, 2025Stock market update for September 24, 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.
Duration: 00:09:50Nvidia to Invest $100B into OpenAI, Disney Revives Jimmy Kimmel’s Late Night Show
Sep 23, 2025Stock market update for September 23, 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.
Trump's H-1B Visa Plan Sparks Corporate Chaos, Snap Catches Meme Stock Fever
Sep 22, 2025Stock market update for September 22, 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.
Duration: 00:09:52The Fragile State of the AI Economy | Kyla Scanlon
Sep 21, 2025Is 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 ou...
Duration: 00:26:36Deep Dive: Did Meta Just Have its iPhone Moment?
Sep 20, 2025Meta 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...
Duration: 00:12:00SEC Explores Removing Quarterly Reporting, Elon Musk Lays out Roadmap for xAI
Sep 19, 2025Stock market update for September 19, 2025.
Duration: 00:09:56Nvidia Invests $5B Into Intel, Lyft Partners with Waymo for Robotaxis in Nashville
Sep 18, 2025Stock market update for September 18, 2025.
Duration: 00:09:52Trump Pushes Back Enforcement of TikTok Ban, StubHub to Make IPO Debut
Sep 17, 2025Stock market update for September 17, 2025.
Duration: 00:09:58Meta to Unveil New AI Smart Glasses, Oracle's TikTok Buyout Speculation Grows
Sep 16, 2025Stock market update for September 16, 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.
Duration: 00:09:59Musk Buys $1B in Tesla Stock, China Accuses Nvidia of Breaking Anti-Monopoly Law
Sep 15, 2025Stock market update for September 15, 2025.
Duration: 00:09:12The Real iPhone Story Apple Investors Are Missing | Mark Gurman
Sep 14, 2025Apple just unveiled the iPhone 17 lineup, including the all-new iPhone Air, and the reaction from Wall Street was surprisingly muted. But Bloomberg’s Mark Gurman, the most plugged-in Apple reporter in Cupertino, sees it differently. Gurman argues that Apple’s latest strategy is less about chasing AI headlines and more about doing what Apple has always done best: building hardware people actually want.
In this conversation, he break downs:
Why the new iPhones could boost Apple’s revenue even without a super-cycle.The marketing genius behind the iPhone Air.How Apple’s hardware-first focus is exactly what con... Duration: 00:29:46Deep Dive: Can the Figure IPO Live Up to the Hype?
Sep 13, 2025Figure is making a huge promise: to reinvent Wall Street by building the future of capital markets on the blockchain. They think by cutting out the army of middlemen in the financial system, they can make everything from home loans to complex trading faster, cheaper, and more transparent. In today’s deep dive we tell you more about Figure’s business, how they make money, and explore whether they can actually onboard capital markets into their ecosystem or if they’re just a boring lender disguised as a crypto company.
This video is for inform...
Duration: 00:10:59Paramount Plans Bid for Warner Bros. Discovery, Gemini IPO on Deck
Sep 12, 2025Stock market update for September 12, 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.
Duration: 00:09:55Opendoor Soars 50% After Naming New CEO, Figure ($FIGR) Awaits First Trade
Sep 11, 2025Stock market update for September 11, 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.
Duration: 00:10:00Oracle Stock on Pace for Best Day Since 1992, Klarna Set to Make IPO Debut
Sep 10, 2025Stock market update for September 10, 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.
Duration: 00:09:57Microsoft Enters $17.4B AI Deal with Nebius, StubHub Resumes IPO Plans
Sep 09, 2025Stock market upate for September 9, 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.
Duration: 00:09:51OpenAI to Burn $115B Through 2029, Tesla U.S. Market Share Sinks to 8-Year Low
Sep 08, 2025Stock market update for September 8, 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.
Duration: 00:09:58How to Build Wealth When the Economy Feels Rigged | Nick Maggiulli
Sep 07, 2025When it comes to building wealth, the younger generation increasingly feels that the odds are stacked against them. Home ownership is out of reach, AI is threatening mass replacement of jobs, and the cost of living remains stubbornly high. While the game may feel rigged, Nick Maggiulli, COO at Ritholtz Wealth, gives a reality check: you can’t just throw in the towel. Instead, he shares his advice for navigating affordability issues, taking control of your financial situation, and climbing the wealth ladder.
Check out Maggiulli’s new book, The Wealth Ladder:
This video is for i...
Duration: 00:25:54Deep Dive: Can Klarna's IPO Live Up to the Hype?
Sep 06, 2025Is Klarna’s IPO a smart bet, or just another overhyped fintech story? We break down everything you need to know as shares hit the market:
How Klarna makes money without charging shoppers interest.Why its U.S. business is taking off and how it plans to evolve from a “Buy Now Pay Later” button into a full-blown shopping super-app. The brutal competition from Affirm, PayPal, and big banksThe regulatory risks looming over the BNPL industry, and more.From its $14 billion IPO valuation to its AI-driven cost cutting and ambitions to be the future of online shopping, this e...
Duration: 00:13:45