The Rundown

Market update for December 19, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Economists question the quality of the inflation dataNike beats earnings but warns of weaker sales and margin pressureTikTok moves closer to a U.S. spinoff with Oracle-led investorsCoreWeave joining the federal government’s AI “Genesis” missionMaybe the greatest fun fact in this show’s history

Market update for Thursday December 18, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode we discuss:Oracle’s data center financing concernsA cooler-than-expected CPI reportNetflix’s push into podcasts as YouTube lands the OscarsActivist investor Elliott’s $1B stake in LululemonMicron surging on strong memory demand Instacart drops on FTC scrutiny over dynamic pricingNetflix bringing FIFA video game and big-money trivia

Market update for Wednesday, December 17, 2025. Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Warner Bros. rejects Paramount bidOpenAI in talks with Amazon for $10B investmentDBV shares soar on peanut allergy drug trial winLennar shares fall on housing profit missWaymo hits $100 billion valuation

Market update for Tuesday, December 16, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.In today’s episode:Jobs data signals a cooling labor marketFord takes a $19.5B hit and resets its EV strategyPayPal applies to become a bankNasdaq pushing for 23hr trading

Market update for December 16, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out our weekend episodes:Deep Dive: Oracle’s Big Gamble on AIInterview: Space Reporter Eric Berger about SpaceX IPO In today’s episode:Investors rotate out of big tech and into small capsNetflix lays out its case for acquiring Warner Bros amid antitrust scrutinySpaceX begins interviewing banks for a possible IPO in 2026Micron jumps after Mizuho raises its price target to $300iRobot files for Chapter 11 bankruptcyA look at the $4.5T merger-and-acquisition boom in 2025