The Rundown

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8 snips
Oct 29, 2025 • 10min

Nvidia Becomes First $5 Trillion Company, OpenAI Looks Ahead Toward IPO

In a market update filled with intrigue, a tech giant has made headlines by becoming the first company to reach a staggering $5 trillion valuation. Discussions revolve around NVIDIA's latest announcements and their impressive stock surge. There's buzz around an anticipated IPO from OpenAI, revealing potential market shifts. Meanwhile, concerns rise as a payments company faces a steep decline post-earnings, and travel weakness affects casino operators. A surprising look at the cost of a humanoid robot adds a futuristic twist to the conversation.
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14 snips
Oct 28, 2025 • 10min

Amazon Cuts 14,000 Corporate Jobs, PayPal Signs Shopping Deal with OpenAI

Amazon plans to slash 14,000 corporate jobs as it embraces AI-driven automation. Excitingly, PayPal has teamed up with OpenAI for seamless in-chat purchases. Meanwhile, the chatter around potential mergers among chip suppliers is heating up, hinting at significant consolidation in the tech sector. Gold prices are dipping, affecting major mining stocks, while Microsoft announces a Halo remake across multiple platforms, showing a bold shift in gaming strategy.
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7 snips
Oct 27, 2025 • 9min

Lululemon Secures NFL Apparel Deal, TikTok Sale to Be Finalized this Week

Lululemon is shaking things up with a new NFL apparel deal, aiming to boost male sales through athlete endorsements. In tech news, the anticipated TikTok sale is nearing completion, with key roles for Oracle and a majority stake in U.S. hands. Novartis is making waves by acquiring Avidity for $12B, focusing on RNA therapeutics. Meanwhile, a potential China-U.S. agreement on rare earths is creating uncertainty for U.S. miners. Lastly, the U.S. continues to dominate data center growth, driven by AI advancements.
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26 snips
Oct 26, 2025 • 36min

The Slow Burn of Tariffs & AI's Infiltration of Corporate America (ft. Ara Kharazian)

Ara Kharazian, an economist at Ramp, dives into the world of tariffs and AI spending in American businesses. He analyzes data from 45,000 companies, revealing how tariffs are muted by policy complexities, with businesses adapting their supply chains accordingly. Kharazian discusses AI's rapid adoption across sectors like healthcare and construction, addressing whether it’s a bubble and the related productivity impacts. He also provides insights on the reliability of government data versus private datasets, highlighting spending patterns in cities known for corporate socializing.
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21 snips
Oct 25, 2025 • 10min

Deep Dive: Inside Trump’s Red-Hot Investment Portfolio

Explore how the Trump Administration is strategically investing in national security sectors! Discover the motivations behind a $9 billion stake in Intel and the implications of prioritizing rare earth materials. Learn about the government's backing of lithium producers and how the market has reacted positively to these investments. Dive into the potential of quantum technology and the shift towards state-backed capitalism as the United States targets future industries like drones and advanced military tech.
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7 snips
Oct 24, 2025 • 10min

Intel Returns to Profitability, Oracle Plans $38B Debt Deal for Data Centers

Discover how Intel's recent revival signifies a rebound in PC demand and the importance of chipmaking for national security. Delve into Oracle's bold $38 billion push for AI data centers, exploring the potential risks tied to such significant debt. Hear about Ford's impressive Q3 results shadowed by supply chain challenges, plus Deckers' disappointing sales outlook. Finally, get the scoop on Nike's innovative Project Amplify, featuring motorized sneakers and intriguing consumer concerns over charging.
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18 snips
Oct 23, 2025 • 10min

Tesla Earnings Fall Short, Trump Considers Investing in Quantum Computing

Market insights reveal Tesla's Q3 results with record vehicle sales but a 37% profit drop. Elon's ambitious push for robo-taxis and the Optimus robot takes center stage. In tech news, the US government may invest in quantum firms, sparked by Google's breakthrough in quantum algorithms. Meanwhile, Volvo surprises with a profit increase, and Moderna halts its CMV vaccine after disappointing trials. Finally, Amazon plans to automate warehouses significantly, potentially impacting over 500,000 jobs.
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8 snips
Oct 22, 2025 • 10min

Netflix Posts First Sales Miss in Two Years, Novo Nordisk Fires Entire Board

Gold experiences its biggest one-day drop since 2013, signaling a major shift in the market. Netflix faces a revenue miss due to a hefty tax hit but sees growth in ad sales. Novo Nordisk shakes up its entire board to refocus on its weight-loss drug rollout in the U.S. DraftKings makes waves with its purchase of Railbird to introduce a predictions app, navigating state gambling loopholes. OpenAI shakes up the landscape with its new ChatGPT Atlas browser, causing a stir for Google.
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21 snips
Oct 21, 2025 • 9min

Trump Gives GM a Boost, Beyond Meat Reaches Meme Stock Territory

Market highlights reveal a rally following Trump's tariff threat. GM impresses with record EV sales and raises guidance, though profitability remains a challenge. Beyond Meat captures attention as a new meme stock despite shaky fundamentals. Coca-Cola reports solid earnings, benefiting from strategic pricing amid flat demand. Plus, the booming secondhand luxury market shows Gen Z's growing preference for resale platforms, reshaping traditional luxury sales. Tune in for insights on these hot topics!
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6 snips
Oct 20, 2025 • 9min

iPhone 17 Sales Revive Apple's Growth, Gucci Owner Sells Beauty Unit for $4.7B

The latest market trends reveal the iPhone 17 as a driving force behind Apple's sales revival, thanks to strong demand and a fresh redesign. Kering, the owner of Gucci, has made waves by selling its beauty division to L'Oreal for $4.7 billion, indicating a shift in strategy under new leadership. Cleveland-Cliffs is enjoying sales growth from steel tariffs and plans for rare-earth mining. Additionally, Apple's exclusive F1 streaming rights aim to enhance its TV service while rebranding efforts streamline the user experience.

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