The Rundown

The Rundown

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Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

Market update for December 11, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expectationsDisney signs a $1B deal with OpenAIEli Lilly sees trial success with new ...  عرض المزيد

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Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

Market update for December 11, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expectationsDisney signs a $1B deal with OpenAIEli Lilly sees trial success with new ...  عرض المزيد

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