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(712)

Novo Nordisk Wins FDA Approval for Weight-Loss Pill, Alphabet Buys Clean Energy Provider

Novo Nordisk Wins FDA Approval for Weight-Loss Pill, Alphabet Buys Clean Energy Provider

Market update for Tuesday December 23, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Gold and silver prices hit new recordsNovo’s weight-loss pi...

23 Joulu 20259min

Larry Ellison Backs Paramount’s Bid for WBD, Nvidia to Ship H200 Chips to China by February

Larry Ellison Backs Paramount’s Bid for WBD, Nvidia to Ship H200 Chips to China by February

Market update for Monday December 22, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Investors eye ‘Santa Claus’ rally to end the trading year Or...

22 Joulu 20259min

Why Tariffs Haven't Tanked the Economy (ft. Justin Wolfers)

Why Tariffs Haven't Tanked the Economy (ft. Justin Wolfers)

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent ...

21 Joulu 202528min

Deep Dive: Is Medline the Costco of Healthcare? Inside the Biggest IPO of 2025

Deep Dive: Is Medline the Costco of Healthcare? Inside the Biggest IPO of 2025

Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down...

20 Joulu 20259min

Nike Tanks After Warning of Sales Drop, TikTok Signs Deal for U.S. Joint Venture

Nike Tanks After Warning of Sales Drop, TikTok Signs Deal for U.S. Joint Venture

Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists question the quality of the inflation dataNike beats e...

19 Joulu 20259min

Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool

Netflix Goes All-In on Podcasts, Instacart Probed by FTC for AI Pricing Tool

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA coo...

18 Joulu 20259min

WBD Rejects Paramount Bid, Amazon in Talks to Invest $10B in OpenAI

WBD Rejects Paramount Bid, Amazon in Talks to Invest $10B in OpenAI

Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Warner Bros. rejects Paramount bidOpenAI in talks ...

17 Joulu 20259min

Unemployment Climbs to 4-Year High, Ford Hits the Brakes on EVs

Unemployment Climbs to 4-Year High, Ford Hits the Brakes on EVs

Market update for Tuesday, December 16, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.In today’s episode:Jobs data signals a cooling labor marketFord takes a ...

16 Joulu 20259min

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