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The Rundown

Public.com
The Rundown
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  • Tesla's European Sales Nosedive in November, Nvidia Invests $2B into Synopsys
    Market update for December 1, 2025Follow us on INSTAGRAM  for bonus content and instant reactions
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  • Nvidia vs. Google: Is the AI Chip Race Winner Take All?
    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.
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  • Deep Dive: How Eli Lilly Became the First $1 Trillion Healthcare Company
    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?
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  • Black Friday Sales to Top 2024, Baidu Aims to Be China's New AI Chip King
    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.
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  • OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin
    Market update for November 26, 2025:Follow us on Instagram ⁠⁠⁠⁠⁠@therundowndaily⁠⁠⁠⁠⁠ for bonus content and instant reactions.Interview with Doug O'Laughlin
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About The Rundown

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.
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