The Rundown

Anthropic Eyes 2026 IPO, Amazon Launches New AI Chip

OpenAI Declares Code Red, Apple’s AI Chief Steps Down

Tesla's European Sales Nosedive in November, Nvidia Invests $2B into Synopsys

Nvidia vs. Google: Is the AI Chip Race Winner Take All?

Deep Dive: How Eli Lilly Became the First $1 Trillion Healthcare Company

Black Friday Sales to Top 2024, Baidu Aims to Be China's New AI Chip King

OpenAI Needs to Raise $207B by 2030, Klarna Launches New Stablecoin

Meta in Talks to Spend Billions on Google's TPU Chips, Trump Signs Order to Create a Government AI Model

U.S. Senators Raise Alarm on Meta's Spam Ads, iPhone Air Sales Dissapoint

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

In this episode of The Rundown, the host interviews Doug O'Loughlin, President of SemiAnalysis, about the semiconductor and AI space. They discuss the market's reaction to Nvidia's earnings, Google's Gemini 3 launch, the significance of Google's TPUs, and the potential for an even larger AI bubble. Doug shares his insi...

Deep Dive: On Running ($ONON) -- Hype, Numbers, and Reality

OpenAI Signs AI Server Deal with Foxconn, Amazon Targets Engineers in Job Cuts

Nvidia Earnings Alleviate AI Bubble Concerns, Walmart Raises Outlook Amid Strong Value Shopping Demand

Meta Wins Big in Court, Google Launches Gemini 3 and Target Sales Slump

S&P 500 Heads for 4th Straight Down Day, Home Depot Cuts Full-Year Guidance

Buffett Buys Google, Novo Nordisk Cuts Obesity Drug Prices, and Public Launches AI Brokerage

Why Unchecked Inflation is the Economy’s Biggest Threat (ft. Josh Brown)

Deep Dive: How an Entire Generation Got Locked Out of Homeownership

Tech Stocks Tank, Trump Cuts Tariffs and Burry Calls It Quits

Disney's Cable TV Biz Dents Profits, Firefly Surges on Plan to Resume Rocket Launch