Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)
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 dee...
13 Joulu 202510min
Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign
Stock market update for December 12, 2025.
12 Joulu 20259min
Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights
Market update for December 11, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expec...
11 Joulu 20259min
DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe
Market update for December 10, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:What to expect from the Fed meeting and Powell’s press conferen...
10 Joulu 20259min
Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses
Market update for December 9, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode we discuss: 10-year Treasury climbs despite rate cuts expectedTrump ...
9 Joulu 20258min
Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD
Market update for Monday, December 8, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
8 Joulu 20259min
Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition
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 b...
7 Joulu 202516min
How Oklo Is Capitalizing on America’s Nuclear Revival (w/ CFO Craig Bealmear)
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, an...
6 Joulu 202522min
