The Rundown

• Deep Dive: What Oracle Actually Does (& Why It’s Gambling Its Future on AI)

  Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt.In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog.We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition.Is Oracle building the future of AI, or becoming the poster child of the next bubble?

  --------  

  10:40

  --------

  10:40
• Broadcom Delivers Weak AI Sales Outlook, Lululemon CEO to Resign

  Stock market update for December 12, 2025.

  --------  

  9:20

  --------

  9:20
• 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 weight-loss drug

  --------  

  9:54

  --------

  9:54
• 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 smuggled Nvidia chips to train its next modelOpenAI bringing Photoshop into ChatGPT plus a new CRO The day’s biggest movers: silver’s record run and GameStop’s earnings slide

  --------  

  9:23

  --------

  9:23
• 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.SGoogle’s plans to launch AI smart glasses in 2026Ares Management surges after being added to the S&P 500Toll Brothers falls on soft housing demand and margin pressureNetflix launches a new live mobile game show

  --------  

  8:52

  --------

  8:52

More Business podcasts

Trending Business podcasts

About The Rundown

The Rundown: Podcasts in Family