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The Rundown
S1, EP11 "The Rundown"
Adam Kobeissi 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 trillion valuation first and more; Kobeissi explains why he thinks the S&P 500 will go higher.
S1, EP10 "The Rundown"
Doug O'Loughlin, President at SemiAnalysis, breaks down why Nvidia earnings became a non-event, how Google's Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape and why Mark Zuckerberg is willing to pour billions into GPUs.
Daily stock market update in under 30 minutes; stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani.
Original Air Date: Sep 23, 2025
Genres: News/TalkTV Series
Playback: HD
1 seasons available on demand
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