The Rundown

The Rundown

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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 conferenceOracle’s high-stakes earnings as debt worries pile upDeepSeek reportedly uses ...  عرض المزيد

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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 conferenceOracle’s high-stakes earnings as debt worries pile upDeepSeek reportedly uses ...  عرض المزيد

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 approves Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.SGoog ...  عرض المزيد

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. 

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 billion in debt, and what the bull and bear cases look like for investors. We als ...  عرض المزيد

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, and Department of Energy pilot programs are accelerating Oklo’s path to deployment ...  عرض المزيد