Market update for Monday, December 8, 2025

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

Market update for December 4, 2025

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

Market update for December 1, 2025

Follow us on INSTAGRAM  for bonus content and instant reactions

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.

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?