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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Meta in Talks to Spend Billions on Google's TPU Chips, Trump Signs Order for AI 'Manhattan Project'
Market update for November 25, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
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U.S. Senators Raise Alarm on Meta's Spam Ads, iPhone Air Sales Dissapoint
Market update for November 24, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
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What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
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.
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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