Market update for December 10, 2025

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Today we break down:

• What to expect from the Fed meeting and Powell’s press conference

• Oracle’s high-stakes earnings as debt worries pile up

• DeepSeek reportedly uses smuggled Nvidia chips to train its next model

• OpenAI bringing Photoshop into ChatGPT plus a new CRO 

• The day’s biggest movers: silver’s record run and GameStop’s earnings slide

Market update for December 9, 2025

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In this episode we discuss: 

• 10-year Treasury climbs despite rate cuts expected

• Trump approves Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.S

• Google’s plans to launch AI smart glasses in 2026

• Ares Management surges after being added to the S&P 500

• Toll Brothers falls on soft housing demand and margin pressure

• Netflix launches a new live mobile game show

Market update for Monday, December 8, 2025

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Netflix just made the biggest bet in its history: an $83 billion deal to acquire Warner Bros and HBO. In today’s deep dive, Zaid breaks down how this deal came together, why Netflix is taking on $75 billion in debt, and what the bull and bear cases look like for investors. We also cover the regulatory battle ahead and how rivals like Paramount could reshape the outcome.

Oklo CFO Craig Bealmear joins Zaid Admani to break down the nuclear energy revival and why demand for small, flexible reactors is exploding. He explains how new executive orders, faster permitting, and Department of Energy pilot programs are accelerating Oklo’s path to deployment, including the groundbreaking of its first Aurora powerhouse. We get into the impact of the AI data-center boom, Oklo’s growing 14-GW order book, and why the company’s customer base extends far beyond tech. Craig also talks about managing expectations as a pre-revenue public company and navigating the surge of interest from retail investors. A clear, inside look at one of the most talked-about nuclear startups in America.

Market update for December 5, 2025

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Market update for December 4, 2025

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In today’s episode, we discuss:

• Small cap stocks rally

• Meta hiring Apple design chief 

• Sam Altman’s plans to build a SpaceX competitor 

• Earnings Recap: Salesforce, Snowflake

• Fanatics launches prediction market

Market update for December 3, 2025

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In today's episode:

• Trump’s hints at next Fed Chair 
• Anthropic plans for 2026 IPO
• Amazon’s new Tranium 3 chip 
• Earnings recap for American Eagle and Macys
• Michael Dell’s $6.25 Billion donation to American kids 

Market update for December 2, 2025

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Market update for December 1, 2025

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