The Rundown

OpenAI Proposes 5% Government Stake, Apple Turns to Blacklisted Chinese Chips Jul 2, 2026 00:10:55 Market update for Thursday July 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What a WEAK June jobs report could mean for the FedWhy Apple is looking to buy memory chips from blacklisted Chinese companiesSam Altman's pitch to hand the

Trump’s Crypto Fortune Balloons, Meta Builds a Cloud Business Jul 1, 2026 00:10:58 Market update for July 1, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:S&P 500 and Nasdaq posting their best quarter since 2020What investors should watch in the second halfNike earnings, and why the stock is sliding despite beating exp

Michael Saylor Forced to Sell Bitcoin, Supreme Court Defends Fed Independence Jun 30, 2026 00:10:56 Market update for Tuesday June 30, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Monday’s market bounce as the S&P 500 and Nasdaq snapped five-day losing streaksThe Dow hitting a record high after Alphabet officially joined the indexThe S

SpaceX Eyes Mobile Phone Partnership, Rocket Lab Acquires Iridium for $8B Jun 29, 2026 00:10:55 Market update for June 29, 2026Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Comcast is splitting into two companies (and why the market loved it)SpaceX's plan to launch a S

How Databricks Became One of the World's Most Valuable AI Companies Jun 29, 2026 00:22:33 Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also d

Deep Dive: Why AI Is Raising the Price of Everything Jun 27, 2026 00:12:28 Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflati

OpenAI IPO Likely Delayed to 2027, Apple Jacks Up Prices to Absorb AI Shock Jun 26, 2026 00:10:41 Market update for Friday, June 26, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Apple AND Microsoft are raising prices and what it means for the AI tradeWhy OpenAI could delay their IPOBayer jumps on Supreme Court rulingOn Semiconductor fa

Micron’s Monster Quarter Sends Stock Ripping, Olive Garden Spoils Darden Earnings Jun 25, 2026 00:10:57 Market update for June 25, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Oil prices falling back near pre-Iran war levels and what that could mean for inflationMicron’s monster earnings and why it may have just saved the AI tradeQualcomm po

WallStreetBets Rallies Behind Wendy’s, Cerebras Flops in First Earnings Since IPO Jun 24, 2026 00:10:58 Market update for Wednesday June 24, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The global tech selloff rattling markets, and where investors are running for safetyWhy Cerebras dropped in its first earnings report since going publicWhy Fed

Tech Selloff Hits Wall Street, Google Loses Two AI Stars Jun 23, 2026 00:10:49 Market update for Tuesday June 23rdCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) and YouTube for bonus content and instant reactions.In today’s episode, Zaid covers:Why tech stocks are selling offGoogle just had the worst day in its history after losing two of its top AI minds to rivalsWhy Meta is going all-in on $29

SpaceX Shares Drop for Third Straight Day, Apple Price Hikes Coming Soon Jun 22, 2026 00:10:46 Market update for June 22, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operatesWhy Apple says price increases are "unavoidable" and ho

What’s SpaceX Really Worth? This Analyst Says $63 a Share Jun 22, 2026 00:30:30 Morningstar equity analyst Nicolas Owens breaks down why his team values SpaceX at just $63 per share despite the stock soaring above $200 after its IPO. We unpack the assumptions behind SpaceX's most ambitious bets, from reusable Starship launches to data centers in space and the company's growing AI ambitions. Owens also explains where he thinks investors may be getting ahead of themselv

OpenAI Burned $3.7B in Cash Despite Surging Revenue, Snap's New Glasses Tank the Stock Jun 17, 2026 00:10:44 Market update for Wednesday June 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Kevin Warsh's first meeting as Fed Chair and why the conversation has flipped from rate cuts to rate hikesOpenAI's leaked Q1 financials reveal surging revenue

Nvidia Raises $25B in Bond Sale, SpaceX Leapfrogs Amazon in Market Cap Jun 16, 2026 00:10:50 Market update for June 16, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Deep Dive: Why Google Just Raised $85B It Didn't Need

Stocks Rally on Potential Iran Peace Deal, Fox Buys Roku for $22 Billion Jun 15, 2026 00:10:49 Market update for Monday June 15, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The US and Iran reach a peace deal to reopen the Strait of HormuzWhy the US government forced Anthropic to pull its most powerful AI model just days after launch

Corporate Travel Is Booming. This AI Company Is Capitalizing Jun 15, 2026 00:24:47 Navan CFO Aurélien Nolf joins Zaid to break down the company's rapid growth, why corporate travel demand remains resilient, and how Navan is building custom AI models. They explore the rise of agentic AI, how the company bounced back from a bumpy IPO debut last Fall, and the businesss trends that drove bookings growth of 50% year over year in their most recent quarter. Plus, Nolf shares his pe

Deep Dive: Why Google Just Raised $85 Billion It Didn't Need Jun 13, 2026 00:12:39 Google just raised roughly $85 billion by selling stock — even though the company is already sitting on a mountain of cash and generating massive cash flow.So why would one of the richest companies on Earth sell shares for the first time in nearly two decades?In this weekend's deep dive, Zaid breaks down Google’s record-breaking stock sale, why the company may have chosen equity instead of tak

SpaceX Makes Historic IPO Debut, Musk Becomes First-Ever Trillionaire Jun 12, 2026 00:10:58 Market update for Friday, June 12, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What you need to know about the SpaceX IPO todayArm rallies on a bold AI call Adobe sinks despite beating earningsFun Fact: SpaceX IPO is minting over 4,400 emp

Oracle Sinks on Debt Fears, OpenAI Weighs Drastic Price Cuts Jun 11, 2026 00:10:53 Market update for Thursday June 11thCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:A hot PPI inflation report and escalation with IranOracle's monster quarter that still sent the stock tumbling OpenAI weighing drastic price cuts as an AI price

Anthropic Unleashes Its Most Powerful AI Model, CPI Comes In Hot Jun 10, 2026 00:10:59 Market update for Wednesday June 10thCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Inflation heats up to 4.2% in May, the hottest reading in three years Anthropic releases Mythos 5, the AI model it once called too dangerous for the publicNvidia a

OpenAI Files for IPO, Apple Disappoints at WWDC Jun 9, 2026 00:10:59 Market update for June 9, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:OpenAI confidentially filing for an IPOApple unveiling Siri AI at WWDC powered by Google's Gemini technologyGSK acquiring cancer drugmaker Nuvalent for $10.6 billio

Apple’s WWDC Kicks Off, Google Inks $30B Deal with SpaceX Jun 8, 2026 00:10:58 Market update for Monday June, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What triggered Friday's massive selloffApple kicks off WWDC with a make-or-break moment for Siri and its AI strategyGoogle signs a $30 billion deal with SpaceX for A

How Lumentum Became a Critical Piece of the AI Boom Jun 7, 2026 00:25:06 Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. M

Deep Dive: How Taiwan Became the Epicenter of AI Jun 6, 2026 00:16:39 In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something go

SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance Jun 5, 2026 00:10:58 Market update for Friday, June 5, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expectedSpaceX denied early entry into the S&P 500 ahead of biggest IPO in hi

Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI Jun 4, 2026 00:10:57 Market update for Thursday June 4, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the stock market is finally take a breather (hint: tariffs)Bitcoin keeps sliding as ETF outflows pile upBroadcom tanks despite a record quarter and huge AI c

GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal Jun 3, 2026 00:10:50 Market update for Wednesday June 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout Jun 2, 2026 00:10:59 Market update for Tuesday June 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAIGoogle raising $80 billion by selling stock to fund

Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract Jun 1, 2026 00:10:33 Market update for June 1, 2026. SpaceX Valuation Deep Dive: [Spotify][YouTube]Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Nvidia shows off new AI chip designed for PCsSpaceX lands two huge Space Force contracts ahead of its record-breaking IPOB

Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller) May 31, 2026 00:24:12 Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video po

Deep Dive: Can the SpaceX IPO Live Up to the Hype? May 30, 2026 00:13:22 In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuationThe recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is. We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as e

Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation May 29, 2026 00:10:59 Market update for Friday May 28, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Stocks close at record highs as Wall Street bets on an Iran peace dealDell’s stock surges after a monster quarter, with AI server sales exploding 757%Anthropic rai

Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative May 28, 2026 00:10:56 Market update for May 28, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:April PCE inflation hitting 3.8%, its hottest reading since 2023Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsAppSalesforce bea

Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal May 27, 2026 00:10:52 Market update for Wednesday May 27, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Micron crossing $1 trillion in market cap Nvidia announcing a $150 billion annual investment in TaiwanAmerican Airlines picking SpaceX's Starlink for in-flight

Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double May 26, 2026 00:10:58 Market update for May 26, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:why stocks keep ripping despite bond yields flashing warning signsThe latest on the Iran war and what it all means for oil pricesEli Lilly's $4 billion vaccine shoppi

How Applied Digital Became the Landlord for Big Tech’s AI Buildout May 25, 2026 00:40:14 AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power an

Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal May 22, 2026 00:10:49 Market update for Friday May 22, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Spotify stock rips after AI music deal announced on Investor DayAnthropic working on custom chip deal with MicrosoftOpenAI preparing to file for an IPO very soonZ

SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter May 21, 2026 00:10:34 Market update for Thursday May 21, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers: Nvidia's $81 billion quarter and why Wall Street wasn't impressedWhat Walmart's earnings reveal about the American consumer right nowE.l.f. Beauty

Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge May 20, 2026 00:10:40 Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conferenceTarget crushes earnings with its first positive same-store sales in five quarters and raises its full-

Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company May 19, 2026 00:10:52 arket update for Tuesday May 19, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Bond yields hitting their highest levels in over a year and what that means for stocksElon Musk losing his $150 billion lawsuit against OpenAI and Sam AltmanGoogle

Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever May 18, 2026 00:10:27 Market update for Monday May 18, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Check out the Cerebras Deep Dive: (Spotify, YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What to watch this week from Nvidia, Walmart, and Target earningsNextEra Energy’s $67 billion deal to buy Domin

The CEO Behind the Most Controversial New League in Sports May 18, 2026 00:25:18 The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, incl

Deep Dive: Can Cerebras IPO Live Up to the Hype? May 16, 2026 00:16:31 In today's deep dive, Zaid breaks down the Cerebras IPO. Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme,

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings May 15, 2026 00:10:53 Market update for Friday May 15, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why oil prices are rising after the Trump-Xi summit OpenAI preparing possible legal action against Apple over their failed ChatGPT partnershipHow Ford became an AI

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China May 14, 2026 00:10:36 Market update for Thursday May 14, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers: Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cutsNvidia’s push to reopen chip sales in China as H200 approvals remain stu

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy May 13, 2026 00:10:52 Market update for Wednesday May 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:PPI inflation surges 6%, blowing past expectationsTrump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and moreAmazon kills Rufus chatbot, launches Ale

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss May 12, 2026 00:10:50 Market update for Tuesday May 12, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:April CPI coming in hot at 3.8%, the highest inflation reading since May 2023eBay rejecting GameStop’s $55B+ takeover offerCerebras raising its IPO price range as

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain May 11, 2026 00:10:54 Market update for Monday May 11, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why Moderna and other pharma stocks are surging on hantavirus headlinesCircle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and othersMonday.com

How Space Is Unlocking New AI Markets (ft. Planet Labs CEO) May 10, 2026 00:25:56 Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than bui

Deep Dive: Are Chip Stocks in a Bubble? May 9, 2026 00:18:05 In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest

CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce May 8, 2026 00:10:43 Market update for Friday May 8, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The April jobs report: 115,000 jobs added, unemployment steady at 4.3%CoreWeave sinking after earnings as AI infrastructure costs keep climbingIREN jumping on a maj

Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off May 7, 2026 00:10:41 Market update for Thursday May 7, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The two reasons stocks keep ripping higher McDonald’s earnings beat and why its value push is workingAnthropic signing a major compute deal with SpaceX to power C

AMD Soars on AI Demand, Corning gets $500M from Nvidia May 6, 2026 00:10:40 Market update for Wednesday May 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the warAMD’s blowout earnings, including surging data center revenueDisney

Palantir Crushes Earnings, Apple in Talks with Intel May 5, 2026 00:10:47 Market update for Tuesday May 5, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers: Bitcoin crossing back above $80KPalantir crushing earnings, but investors question the valuationApple talking to Intel and Samsung to build chips in the U.S.Pinte

Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay May 4, 2026 00:10:46 Market update for Monday May 4, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why earnings are pushing stocks higher Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare pricesHighlights from the f

Investing Is Entering the Agentic AI Era (ft. Public.com CEO) May 3, 2026 00:26:25 Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they

Deep Dive: What Happens if OpenAI Fails? May 2, 2026 00:17:13 In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI

Apple Rides iPhone Strength to Record Quarter, Reddit Sales Surge 69% May 1, 2026 00:10:24 Market update for Friday May 1, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April)PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices from the I

Google and Amazon Cloud Revenue Surges, Meta Tanks After Earnings Apr 30, 2026 00:10:15 Market update for Thursday April 30, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Jerome Powell's last Fed meeting and what comes nextGoogle crushes earnings, cloud revenue surges 63% to $20BAmazon's AWS grows 28%, fastest pace in ne

UAE Quits OPEC, Starbucks Soars As Turnaround Plan Pays Off Apr 29, 2026 00:10:00 Market update for Wednesday April 29Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Oil prices rip higher for a 7th straight dayThe UAE quits OPEC. what it means for oil prices and the future of the cartelStarbucks crushes earnings and raises its full-year outl

OpenAI Fails to Hit Revenue Target, Google Inks AI Deal with Pentagon Apr 28, 2026 00:09:59 Market update for Tuesday April 28, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:OpenAI misses key revenue and user growth targets, raising questions about its massive spending plans and IPO timelineGoogle signs a classified AI deal with the Pentagon, jo

China Blocks Meta’s $2B AI Acquisition, OpenAI Partners with Qualcomm on Smartphone Apr 27, 2026 00:09:59 Market update for April 27, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Big Tech earnings and the Fed meeting set up a massive week for investorsQualcomm jumps on reports it may help power OpenAI’s future AI smartphoneOpenAI reworks its Microsoft part

Firefly Aerospace CEO on the Race to Monetize the Moon Apr 26, 2026 00:30:15 Firefly Aerospace CEO Jason Kim joins The Rundown to break down the business behind the new space race. From a historic commercial moon landing to a $1.4 billion backlog, he explains how Firefly ($FLY) is building a full-stack space company beyond just rockets. The conversation also touches on the real-world stakes, including how space-based data and defense systems are playing a role in tracking

Deep Dive: Was Tim Cook Actually Overrated? Apr 25, 2026 00:20:09 In today's deep dive, Zaid takes a look back at Tim Cook's 15-year run as Apple CEO. We break down how Cook transformed Apple from a $350 billion company into a $4 trillion empire, his biggest wins including the services business and stock buyback program, his misses including the Apple Car and Vision Pro, and why Apple is falling behind in AI. We also look at who John Ternus is and why Apple chos

Intel Hits All-Time High for First Time in 26 Years, Nike Cuts 1,400 Jobs Apr 24, 2026 00:09:59 Market update for April 24, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUsNike, Meta, and Microsoft cut jobs as corporate America pushes for more efficiency

Tesla’s $25B CapEx Splurge Spooks Investors, Trump Weighs Rescuing Spirit Airlines Apr 23, 2026 00:09:59 Market update for Thursday April 23, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous.Lululemon named former Nike exec Heidi

SpaceX Makes Moonshot Bet on Coding, Palantir Inks $300M Contract with USDA Apr 22, 2026 00:09:23 Market update for April 22, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Kevin Warsh faces tough questions over Fed independenceSpaceX strikes a $60 billion AI deal with coding startup CursorPalantir signs a $300 million USDA deal to help safeguard the

Tim Cook Steps Down as Apple CEO, Amazon Expands Anthropic Partnership Apr 21, 2026 00:09:59 Market update for Tuesday April 21, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:March retail sales come in stronger than expected as consumers keep spendingTim Cook steps down as Apple CEO, with hardware chief John Ternus set to take overAmazon expands

Meta to Axe 10% of Staff in First Wave of Layoffs, Google Partners with Marvell for Two AI Chips Apr 20, 2026 00:09:58 Market update for April 20, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higherMeta is reportedly preparing another major round of layoffsGoogle is in

Swarmer CEO on Building the “Microsoft of Drones” Apr 19, 2026 00:30:57 Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s

Deep Dive: Sizing Up the Oil Shock's Economic Impact Apr 18, 2026 00:11:08 In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation. Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could

Iran Reopens Strait of Hormuz, Netflix Tanks After Reed Hastings Steps Down Apr 17, 2026 00:09:59 Market update for Friday April 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Iran opens the Strait of Hormuz, oil drops below $90Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving)Google's SpaceX investment cou

TSMC Posts Record Profit, Pepsi’s Snack Business Bounces Back Apr 16, 2026 00:09:53 Market update for Thursday April 16, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streakTSMC posts record profits, raises its outlook, and says AI chip dem

Meta Expands Chip Deal with Broadcom, Wall Street Traders Cash In on Volatility Apr 15, 2026 00:09:56 Market update for Wednesday April 15, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Big bank traders cash in on volatilityMeta expands its AI chip partnership with BroadcomSnap jumps after cutting 16% of its workforce thanks to AIASML drops despite strong

Amazon Acquires Globalstar to Challenge Starlink, Big Banks Kick Off Earnings Season Apr 14, 2026 00:09:56 Market update for April 14, 2026.Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecastBig banks kick off earnings season: JPMorgan, Citi, and Wells Fargo reportAmazon acquires

U.S. Blockage of Hormuz Sends Oil Higher, Goldman Delivers Strong Earnings Apr 13, 2026 00:09:33 Market update for Monday April 13, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:U.S. begins Strait of Hormuz blockade targeting Iran’s oil exportsGoldman Sachs beats earnings expectations, but shares fall on weakness in fixed income tradingRevolution Med

Why the AI Software Selloff May Be Overblown (Ft. Jason Ware) Apr 12, 2026 00:32:34 Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s

Deep Dive: Why Artemis II Matters for Investors Apr 11, 2026 00:10:14 NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story. In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.

Anthropic’s Mythos Model Spooks the Fed, March CPI Highest in 4 Years Apr 10, 2026 00:09:41 Market update for Friday April 10, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: March CPI jumps 3.3%, the biggest monthly increase since 2022,Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI modelTSMC posts recor

Meta Drops New AI Model, Oil Back Near $100 Apr 9, 2026 00:09:11 Market update for Thursday April 9, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Stocks surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blockedMeta unveils Muse Spark, its first AI model from the new

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