The Rundown
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Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.
547 Episodes
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Market update for December 2, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
Market update for December 1, 2025Follow us on INSTAGRAM for bonus content and instant reactions
Adam Kobeissi, Founder & Editor-in-Chief of The Kobeissi Letter, joins Zaid Admani to break down whether Google’s TPU push is a real threat to Nvidia, which Big Tech giant is most likely to hit a $10 trillion valuation first, whether AI has effectively become too big to fail, and how labor-market weakness is pushing the Fed toward more rate cuts. Kobeissi explains why he thinks the S&P 500 will continue to go higher, and why investors will get left behind if they don't own assets.
In this weekend deep dive, we break down how a 149-year-old pharma company from Indianapolis reinvented itself through GLP-1 weight-loss drugs like Mounjaro and Zepbound, overtook Novo Nordisk, and became one of Wall Street’s hottest stocks. We cover Lilly’s history from insulin to Prozac, the explosive growth of its weight-loss franchise, the coming pill that could unlock an even bigger market, and the risks ahead. Is the trillion-dollar valuation just the start, or is the stock already priced for perfection?
Market update for November 28, 2025:In today's episode we discuss the major CME outage that froze futures trading. Then we dig into Black Friday and the impact of AI on holiday shoppingPlus, Baidu unveils its new AI chip roadmap, positioning itself as China’s challenger to Nvidia and HuaweiFollow us on Instagram for bonus content and instant reactions.
Market update for November 26, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.Interview with Doug O'Laughlin
Market update for November 25, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
Market update for November 24, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
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.
On is the hottest brand in footwear right now. The company is experiencing strong growth and it's captured the attention of investors. Zaid breaks down how On built its cult following, the numbers behind its explosive growth, the bull case around innovation and the running boom, and the bear case around brutal competition, fashion risk, and a rich valuation.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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Market update for November 21, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
Market update for November 20, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions
Market update for November 19, 2025:Meta wins antitrust case against the FTC , Google launches Gemini 3, and Target sales fall again. Plus: Nvidia earnings preview and a look at Lowe’s Follow us on Instagram @therundowndaily for bonus content and instant reactionsThis 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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Stock market update for November 18, 2025. Follow us on Instagram @therundowndailyThis 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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Stock market update for November 17, 2025. Follow us on Instagram @therundowndailyThis 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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
2Americans are feeling the strain of rising prices and it’s driving a new level of economic anxiety. Josh Brown, CEO of Ritholtz Wealth Management, joins us to break down why broad-based inflation can feel worse than a recession, how the housing market is shaping consumer sentiment, the unexpected parallels between President Trump and Zohran Mamdani, and why this moment might actually be the best time to take the leap into entrepreneurship.
Young Americans are facing the toughest housing market in modern history. Home prices have surged, supply has evaporated, and mortgage rates have more than doubled since 2020, pushing the average first-time buyer age to 40 years old.Zaid breaks down the impossible math facing young buyers, why the U.S. doesn’t build enough homes, and why ideas like 50-year mortgages won’t actually fix affordability.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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Stock market update for November 14, 2025.Follow us on Instagram @therundowndailyThis 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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Stock market update for November 13, 2025.Follow us on Instagram @therundowndailyThis 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 recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Stock market update for November 12, 2025.
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I was just thinking about this in this morning