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(709)

Airbnb Executive On Hotel Expansion, AI, and the Next Phase of Growth

Airbnb Executive On Hotel Expansion, AI, and the Next Phase of Growth

Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences...

15 Maalis 15min

Deep Dive: Can Hims Survive the GLP-1 Crackdown?

Deep Dive: Can Hims Survive the GLP-1 Crackdown?

In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a leg...

14 Maalis 14min

Adobe’s CEO Steps Down, Oil Tops $100

Adobe’s CEO Steps Down, Oil Tops $100

Market update for Friday March 13, 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...

13 Maalis 9min

Eli Lilly Sounds Alarm on Copycat GLP-1s, Trouble Brewing in Private Credit

Eli Lilly Sounds Alarm on Copycat GLP-1s, Trouble Brewing in Private Credit

Market update for Thursday March 12, 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 r...

12 Maalis 9min

Oracle Soars on AI Earnings Beat, Nvidia Invests $2B Into Nebius

Oracle Soars on AI Earnings Beat, Nvidia Invests $2B Into Nebius

Market update for Wednesday March 11, 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 ...

11 Maalis 9min

Oil Prices Pull Back, Live Nation Settles Major Antitrust Case

Oil Prices Pull Back, Live Nation Settles Major Antitrust Case

Market update for March 10, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reaction...

10 Maalis 9min

Oil Soars Past $100 a Barrel, Novo Nordisk & Hims Settle Feud

Oil Soars Past $100 a Barrel, Novo Nordisk & Hims Settle Feud

Market update for Monday March 9, 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...

9 Maalis 9min

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

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