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Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and how Wall Street is reacting. While Nvidia remains the biggest winner of this spending spree, open-source AI models like DeepSeek could disrupt the market. Plus, we analyze why Meta is thriving while other tech giants face growing investor skepticism—tune in for the full breakdown!
The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.
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Stock market update for February 7, 2025.
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Stock market update for February 6, 2025.
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Stock market update for February 5, 2025.
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Stock market update for February 03, 2025.
Learn more about what's at stake with tariff wars: deep dive
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Elon Musk says we’ll look back on 2025 as the most important year in Tesla’s history—not because of car sales, but because it will be the year Tesla morphs into an AI and robotics powerhouse. In this episode of The Rundown, we break down Tesla’s high-stakes transformation, including the state of its auto business, the battle for robotaxis, and whether Optimus could really become a $10 trillion business. Can Tesla deliver on these bold promises, or is this just another round of hype?
The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.
Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.
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Stock market update for January 30, 2025.
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Stock market update for January 29, 2025.
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Stock market update for January 28, 2025.
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Stock market update for January 27, 2025.
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In this Deep Dive episode, we’re diving into one of the most eventful weeks in AI history. From President Trump’s $500 billion AI infrastructure initiative and his controversial executive orders to Elon Musk and Sam Altman trading Twitter jabs over “Project Stargate,” the drama was endless. We’ll also unpack Meta’s bold $65 billion AI investment and how a Chinese startup, DeepSeek, shocked the industry by slashing AI model costs by 90%. Tune in for all the breakthroughs, billionaires, and beefs shaping the future of AI.
The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.
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Stock market update for January 24, 2025.
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Stock market update for January 22, 2025.
Check out the interview with Rocket Lab CEO here
Follow us on Instagram! @TheRundownDaily
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On this weekend’s deep dive of The Rundown, we tackle the TikTok ban. With over 170 million U.S. users, TikTok's potential disappearance raises massive questions about its impact on the economy, culture, and social media landscape. Who stands to gain from the fallout, and how might Donald Trump use TikTok as a bargaining chip with China? We unpack the winners, losers, and what’s next in this unfolding drama.
The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures.Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.
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Stock market update for January 17, 2025.
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Stock market update for January 16, 2025.
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