The Rundown

• Oracle Shares Nosedive on Sales Miss, OpenAI Makes $1B Deal For Disney Character Rights

  Market update for December 11, 2025Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.Today we break down:Fed cuts rates by 25 bpsOracle misses the mark on sales expectationsDisney Sings a $1B deal with OpenAIEli Lilly sees trial success with new weight-loss drug

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• DeepSeek Smuggles Nvidia Chips, ChatGPT Partners with Adobe

  Market update for December 10, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Today we break down:What to expect from the Fed meeting and Powell’s press conferenceOracle’s high-stakes earnings as debt worries pile upDeepSeek reportedly uses smuggled Nvidia chips to train its next modelOpenAI bringing Photoshop into ChatGPT plus a new CRO The day’s biggest movers: silver’s record run and GameStop’s earnings slide

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• Trump Approves Nvidia’s H200 chips to China; Google Teases AI Glasses

  Market update for December 9, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode we discuss: 10-year Treasury climbs despite rate cuts expectedTrump approves Nvidia’s H200 chip sales to China with a 25% revenue cut to the U.SGoogle’s plans to launch AI smart glasses in 2026Ares Management surges after being added to the S&P 500Toll Brothers falls on soft housing demand and margin pressureNetflix launches a new live mobile game show

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• Trump Targets Netflix Deal as Paramount Launches Hostile Bid for WBD

  Market update for Monday, December 8, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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• Deep Dive: The Economics Behind Netflix’s Warner Bros. Acquisition

  Netflix just made the biggest bet in its history: an $83 billion deal to acquire Warner Bros and HBO. In today’s deep dive, Zaid breaks down how this deal came together, why Netflix is taking on $75 billion in debt, and what the bull and bear cases look like for investors. We also cover the regulatory battle ahead and how rivals like Paramount could reshape the outcome.

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