OpenAI Declares Code Red, Apple’s AI Chief Steps Down
The Rundown2 Des 2025

OpenAI Declares Code Red, Apple’s AI Chief Steps Down

Market update for December 2, 2025


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Episoder(712)

Why Nvidia’s Grip on China Won’t Last Forever | Gil Luria

Why Nvidia’s Grip on China Won’t Last Forever | Gil Luria

China is becoming the biggest swing factor for Nvidia’s future. Just like Apple before it, Nvidia is facing a shrinking share of the Chinese market as competition from Huawei intensifies and U.S.–Chin...

31 Aug 202518min

Deep Dive: Wellness Check on Apple (Hardware, AI, China)

Deep Dive: Wellness Check on Apple (Hardware, AI, China)

Apple is facing its biggest reality check in years. iPhone sales have stalled, the $3,500 Vision Pro flopped, and in the AI arms race, Apple is falling dangerously behind rivals. Add in China, where s...

30 Aug 202515min

Nike Announces Layoffs, Affirm Posts First-Ever Profit

Nike Announces Layoffs, Affirm Posts First-Ever Profit

Stock market update for August 29, 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...

29 Aug 202510min

Nvidia Tops Earnings Despite Data Center Miss, Snowflake Shares Surge on AI Strength

Nvidia Tops Earnings Despite Data Center Miss, Snowflake Shares Surge on AI Strength

Stock market update for August 28, 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...

28 Aug 20259min

Cracker Barrel Brings Back Old Logo, Apple Sends Invites for iPhone Event

Cracker Barrel Brings Back Old Logo, Apple Sends Invites for iPhone Event

Stock market update for August 27, 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 ...

27 Aug 20259min

White House Weighs Stakes in Defense Stocks, Eli Lilly Clears Hurdle for Weight-Loss Pill

White House Weighs Stakes in Defense Stocks, Eli Lilly Clears Hurdle for Weight-Loss Pill

Stock market update for August 26, 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 ...

26 Aug 20259min

Keurig Dr Pepper Nears $18B Coffee Deal, White House Takes 10% Stake in Intel

Keurig Dr Pepper Nears $18B Coffee Deal, White House Takes 10% Stake in Intel

Stock market update for August 25, 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...

25 Aug 20259min

How Opendoor Can Become the 'Google of Housing' | Eric Jackson

How Opendoor Can Become the 'Google of Housing' | Eric Jackson

Can Opendoor make the leap from meme stock to the 'Google of housing'? Eric Jackson, Founder at EMJ Capital, makes the bull case for Opendoor as the future of housing marketplaces. He breaks down what...

24 Aug 202527min

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