The Rundown

6h ago

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 data Nike beats earnings but warns of weaker sales and margin pressure TikTok moves closer to a U.S. spinoff with Oracle-led investors CoreWeave joining the federal government’s AI “Genesis” mission Maybe the greatest fun fact in this show’s history

1d ago

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

2d ago

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 bid OpenAI in talks with Amazon for $10B investment DBV shares soar on peanut allergy drug trial win Lennar shares fall on housing profit miss Waymo hits $100 billion valuation

3d ago

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

4d ago

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

5d ago

Eric Berger, senior space editor at Ars Technica and author of Liftoff , joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk’s long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new business: data centers in space.

6d ago

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt. In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog. We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage, customer concentration, and brutal cloud competition. Is Oracle building the future of AI, or becoming the poster child of the next bubble?

Dec 12

Stock market update for December 12, 2025.