What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
The Rundown23 Marras 2025

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

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.

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Jaksot(710)

Why the Oil Shock Could Trigger the Next Recession | Mike McGlone

Why the Oil Shock Could Trigger the Next Recession | Mike McGlone

Oil prices have surged above $100 after disruptions in the Strait of Hormuz, sending shockwaves through global markets. In this episode, Mike McGlone, Sr. Commodities Strategist at Bloomberg Intellige...

9 Maalis 18min

Deep Dive: Why the Strait of Hormuz Could Break the Global Economy

Deep Dive: Why the Strait of Hormuz Could Break the Global Economy

In this deep dive, Zaid breaks down why the Strait of Hormuz matters so much to the global economy, and why a prolonged disruption could send shockwaves through energy prices, inflation, and global ec...

7 Maalis 10min

U.S. Economy Loses 92,000 Jobs, Oil Hits 2-Year High

U.S. Economy Loses 92,000 Jobs, Oil Hits 2-Year High

Market update for Friday March 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reac...

6 Maalis 9min

Broadcom Posts Blowout Earnings, Nvidia Halts H200 Production for China

Broadcom Posts Blowout Earnings, Nvidia Halts H200 Production for China

Market update for Thursday March 5, 2026Check out the Public app for incredible investing tools and to support the show (⁠⁠LINK⁠⁠)Follow us on Instagram (⁠⁠@TheRundownDaily⁠⁠) for bonus content and in...

5 Maalis 10min

Investors Buy the Dip Despite Iran Conflict, Tesla Secures Bullish Call from Wall St.

Investors Buy the Dip Despite Iran Conflict, Tesla Secures Bullish Call from Wall St.

Market update for Wednesday March 4, 2026Check out the Public app for incredible investing tools and to support the show (⁠LINK⁠)Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and insta...

4 Maalis 10min

Target Sees Growth Ahead, Oil & Gas Prices Jump

Target Sees Growth Ahead, Oil & Gas Prices Jump

Market update for Tuesday March 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

3 Maalis 9min

Anthropic Blacklisted by Pentagon, Oil Surges from Iran Conflict

Anthropic Blacklisted by Pentagon, Oil Surges from Iran Conflict

Market update for Monday March 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reac...

2 Maalis 9min

Tariffs on Trial: Trump's New Trade Policy After the Supreme Court Ban

Tariffs on Trial: Trump's New Trade Policy After the Supreme Court Ban

Federal tax policy expert Erica York unpacks the Supreme Court ruling against Donald Trump’s tariffs. York breaks down what the decision means for the current landscape of U.S. tariffs, how it reshape...

1 Maalis 29min

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