What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out?Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down the strange moment we’re in: Nvidia just delivered a flawless earnings print, but the market still sold off. Doug explains why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck and Sundar are willing to pour billions into GPUs even as investors panic. They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.
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Deep Dive: On Running ($ONON) -- Hype, Numbers, and Reality
On is the hottest brand in footwear right now. The company is experiencing strong growth and it's captured the attention of investors. Zaid breaks down how On built its cult following, the numbers behind its explosive growth, the bull case around innovation and the running boom, and the bear case around brutal competition, fashion risk, and a rich valuation.This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
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OpenAI Signs AI Server Deal with Foxconn, Amazon Targets Engineers in Job Cuts
Market update for November 21, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions.
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Nvidia Earnings Alleviate AI Bubble Concerns, Walmart Raises Outlook Amid Strong Value Shopping Demand
Market update for November 20, 2025:Follow us on Instagram @therundowndaily for bonus content and instant reactions
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Meta Wins Big in Court, Google Launches Gemini 3 and Target Sales Slump
Market update for November 19, 2025:Meta wins antitrust case against the FTC , Google launches Gemini 3, and Target sales fall again. Plus: Nvidia earnings preview and a look at Lowe’s Follow us on Instagram @therundowndaily for bonus content and instant reactionsThis video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit Public.com/disclosures.
Daily stock market update in under 10 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. Created by Public.com.
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