The Rundown
A daily stock market update podcast that covers the biggest market moves and economic news in under 10 minutes. Hosted by Zaid Admani and created by Public.com, it aims to help listeners become better investors.
Episodes
OpenAI Engineer Arrested for Spying, September CPI Comes In Hot
Market update for October 14, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Hotter inflation, rising Fed hike odds, and a market counting on strong earningsThe FBI arrest of an OpenAI engineer accused of hiding a microphone in the
Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI
EPISODE DESCRIPTION:Market update for October 13, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why chip stocks are sliding as the market leans on a few big winnersWhat JPMorgan, Goldman Sachs, Citigroup and Wells Fargo reveal abo
Amazon Eyes $7B AI Deal, Starbucks Denies Chipotle Takeover
Market update for October 12, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why big tech keeps winning while smaller companies feel the pain of higher ratesThe AI startup Amazon reportedly wants, and what it has to do with NvidiaS
Why This Market Refuses to Break (ft. Jason Ware)
Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep lead
SpaceX Takes Aim at Phone Carriers, Starbucks Explores Chipotle Takeover
Market update for October 9, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why OpenAI’s revenue numbers rattled AI stocksSpaceX’s wireless ambitions and the selloff in phone-carrier stocksWhy Starbucks is exploring a Chipotle take
Paramount-Warner Deal Closes with $79B in Debt, Pepsi Cuts Its Outlook
Market update for October 8, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What the highest Treasury yields since 2002 are doing to stock pricesWhy PepsiCo lowered its outlook even after beating estimatesParamount and Warner Bros.
SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business
Market update for October 7, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the S&P's latest record isn't as healthy as it looksSpaceX's push to raise $40B in debt, and why its bondholders are nervousUber's
Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power
Market update for October 6, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why corporate America sounds unusually confident heading into earnings season, even as yields climbWall Street’s $27 billion vision for Meta Muse, and the
White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks
Market update for October 5, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why a stock market near record highs hides a much weaker picture underneathThe White House’s new “Super Intelligence Force” and its AI safety assignmen
Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal)
The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo
Nike Sinks After Earnings, Weak Jobs Report Sends Stocks Higher
Market update for October 2, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:A surprisingly weak jobs report—and why Wall Street is cheeringNike’s disappointing outlook and the question hanging over its comebackAnthropic’s push to g
Micron Posts Monster Quarter, Apple Readies Smart Home Devices
Market update for October 1, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:A wild Q3 for stocks and bondsWhy Micron’s monster earnings barely moved the stockApple’s smart-home plans and its new CEO’s push to move fasterAccenture’s
AI CEOs Sign Safety Accord, PCE Inflation Comes In Cool
Market update for September 30, 2026Interview with Tech Journalist Kevin Roose (Spotify, YouTube)Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Cooler-than-expected PCE inflation and whether the bond market can finally calm downPreside
Oura Pulls it’s IPO Last Minute, FICO’s Monopoly Comes Under Fire
Market update for September 29, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the S&P 500 looks strong even as huge parts of the market move in the opposite directionOura’s last-minute decision to delay its highly anticipa
Nvidia's Record $150B Buyback, Meta Poaches MongoDB's CEO
Market update for September 28, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps againNvidia’s new platform designed to keep AI agents unde
The Case for AI Doomerism (ft. Kevin Roose)
AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his predictio
Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation
Market update for September 25, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worseCostco’s strong earnings and w
Meta Debuts New AI Devices, Oracle Falls After Data Center Construction Faces Delays
Market update for September 24, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the bond market suddenly sold off and Treasury yields surged above 5%Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new d
Mortgage Rates Hit Highest Level in 2 Years, Meta Tests ‘Human Concierge’ for Muse
Market update for September 23, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the Nasdaq is hitting records even as AI fears spread to financial stocksMortgage rates climbing above 7% as buyers increasingly turn to adjustable-
Meta Stock Explodes on Muse Hit, Markets Flash Warning Not Seen Since 1999
Market update for September 22, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Monday’s huge market rally (and the strange signal hiding underneath)Meta’s Muse AI app taking off causing Amazon to block itOn Holding’s ambitious grow
Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger
Market update for September 21, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Interview with Matt Hougan, CIO of Bitwise: (YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why a 5% Treasury yield might actually be good newsNovo’s plan to find its next blockbusters as it
How Tokenization Could Change Stock Trading Forever (ft. Matthew Hougan)
Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Ac
Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You)
Market update for September 18, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why stocks rallied after the Fed’s first rate hike in three years Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investor
Fed Kicks Off New Hiking Cycle, SEC Greenlights Tokenized Stocks
Market update for September 17thLimited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be comingWhy stocks are still holding near record highs despite highe
Zuckerberg Rejects AI Slowdown, Fed Expected to Start Hiking Cycle
Market update for September 16thLimited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode, Zaid covers:Why the Fed’s expected rate hike may be the beginning of a new hiking cycleMark Zuckerberg and Jensen Huang pushing back against calls for an industry-w
10-Year Treasury Yield Hits 5%, Bitcoin Rally Hits a Wall
Market update for September 15thLimited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressureBitcoin’s late-summer rally facing two major tests from the Fed an
AI CEOs Call for a Slowdown, First Fed Hike in 3 Years?
Market update for September 14thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this weekWhy Anthropic, OpenAI and other AI leaders suddenly want to slow AI deve
Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors
Market update for September 11, 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:Why sticky inflation and $100 oil just pushed Fed rate hike odds to 90%The bond market selloff driving the 10-year Treasury yield to the brink of 5%Oracle's massi
Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm
Market update for September 10, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:PPI inflation report puts energy prices in focusApple unveiling its first foldable iPhone at $1,999 AeroVironment rallying after an earnings beat and gr
Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier
Market update for September 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, Zaid covers:$100 oil is putting inflation and macro risk back in focusThe U.S.-Canada trade war escalating with new tariffs and outright import bansMeta’s new Muse AI agent and
Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal
Market update for September 8thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focusApple’s biggest iPhone event in years and the expected debut of
Why You Should Take More Risks in Your 20s (ft. Jack Raines)
Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into $400,000 trading SPACs and eventually built a career through writing and posting online. Jack also breaks down the philosophy behind his new book, Young Money, and why he thinks young people should wo
Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play
Market update for September 4, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Planet Labs CEO Interview (YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The surprisingly strong August jobs report and what it means for the Fed’s September rate decisionTesla’s Cybercab fin
Broadcom Falls Despite AI Growth, Google Escapes a Breakup
Market update for September 3, 2026Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Broadcom’s latest earnings and why the stock is down more than 20% from its June peakGoogle avoiding a breakup of its ad-tech businessSnowflake surging a
Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro
Market update for September 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:Why bond yields are surging around the worldDell’s monster earnings, including its booming AI server business and record backlogGoPro’s surprise sale just one day af
Amazon Sued Over Ad Prices, Shein's IPO Falls Flat
Market update for September 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, Zaid covers:Why September could bring more market volatility as oil prices and bond yields move higherThe FTC’s lawsuit accusing Amazon of secretly inflating advertising pricesS
Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes
Market update for Monday August 31, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Tim Cook Deep Dive: {YouTube)(Spotify) Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumpedThe latest U.S.-Iran exchange o
SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu)
Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether
Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok
Market update for August 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 adds $442 billion in market value in a single dayWhat investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed ChairMeta’s $18 billion child-saf
Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears
Market update for August 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:Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal yearNvidia’s reported $12.9 billion deal to buy Hugging Face and what it mean
OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings
Market update for Wednesday August 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:OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain testsNvidia’s massive earnings report tonight and why expectations ar
Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs
Market update for August 25, 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:Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings reportBitcoin surges back above $80,000 as the crypto comeback gains momentumApple unveils new
U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming
Market update for August 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, Zaid covers:The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speechThe US-Canada trade war update: 50% tariffs, a collapsed deal, and
CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar
Deep Dive: Is the Era of Cheap Money Over?
In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.
Unitree Surges 460% In Wild IPO Debut, Anthropic Looks to One-Up SpaceX
Market update for August 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:Why Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem.China’s Unitree Rob
Bessent Steps In with Rare Bond Buyback, Walmart Sinks On Weak Sales Growth
Market update for August 20, 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 Treasury Secretary Scott Bessent is stepping in to push long-term Treasury yields lowerWhat the Treasury’s bond buyback strategy means for stocks, mortgages, and b
Moderna Soars on Cancer Vaccine Breakthrough, Target’s Turnaround Gains Steam
Market update for August 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:Why bond yields are surging around the world, and what 5% long-term rates could mean for stocksTrump’s last-minute pause on 50% tariffs targeting Canadian goodsTarget’
Tesla Targets Cybercab Launch in August, Google Buys Spirit Airlines’ Data
Market update for Tuesday August 18, 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 surging Treasury yields and higher oil prices are becoming a major risk for the stock marketHome Depot’s earnings and what they reveal about the frozen hou
Apple Warned Not to Buy Chinese Chips, Meta Faces $1.4 Trillion Trial
Market update for Monday August 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:Why the Trump administration is warning Apple not to buy memory chips from Chinese suppliersMeta’s massive legal battle over the addictive design of Instagram a
The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)
Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neocl
Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?
In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amazon, Microsoft and Google will eventually solve?
OpenAI’s Revenue Hits $40B, Reddit to Join the S&P 500
In today’s episode, Zaid covers:OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPONintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four monthsReddit joining the S&P 500, while Applied Materials falls despite strong earnings and guidanceHow the New York Knicks’ championship run generated nearly $67 mill
Cerebras Stumbles After Earnings Report, Lakers Sell for Record $12.5 Billion
Market update for Thursday August 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:The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rallyCerebras earnings and why the stock fell despite strong growth and
CoreWeave Shares Pop as Revenue Doubles, Cava’s Strong Traffic Growth Ignites Investor Appetite
Market update for Wednesday August 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:July inflation cools to 3.4%CoreWeave’s revenue surges and backlog grows to $130 billion Cava’s strong traffic growth as customers keep spending on pita chip
Nvidia Taps Wall Street for $500B, Anthropic Eyes September IPO
Market update for August 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:The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983Nvidia teams up with Wall Street for $500 billion to fund AI infrastr
Berkshire Hathaway Puts Cash to Work, Zuck Defends AI in New Manifesto
Market update for Monday August 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, Zaid covers:Berkshire Hathaway’s earnings and how Greg Abel is starting to put Warren Buffett’s massive cash pile to workMeta’s new open-weight AI models and Mark Zuckerber
U.S. Economy Loses Jobs in July, Airbnb Posts Best Quarter In Years
Market update for Friday August 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 surprisingly weak July jobs report and what it could mean for the FedAirbnb’s strong earnings and why Brian Chesky says AI is transforming the companyGoogle’
Disney Eyes Free Streaming, Eli Lilly Sells $15B of Weight-Loss Drugs
Market update for Thursday August 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:What the gold rally says about the dollar, bond yields and the FedDisney’s earnings beat, powered by parks, streaming and Toy Story 5Eli Lilly’s monster quarte
SpaceX Falls After First Earnings, AMD Drops Despite Data Center Growth
Market update for Wednesday August 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:Stocks hit new records as the AI trade makes a massive comebackSpaceX reports earnings for the first time as a public company, revealing a huge AI infrastruct
Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem
Market update for Tuesday August 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:Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of HormuzPalantir’s “otherworldly” quarter, including 149% growth in U.S. commerc
The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger
Market update for Monday August 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:Why the U.S. government stepped in to support the Japanese yenAstraZeneca’s in talk over $400 billion merger with Bristol Myers SquibbFerguson Enterprises joinin
Who's Actually Winning the AI Race? (ft. Alex Heath)
Alex Heath returns to the show to talk about all things AI. In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end. Subscribe to Alex's newsletter, Sources: https://sources.newsCheck out the
Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout
Market update for Friday July 31, 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 Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI tradeWhy Apple's record quarter wasn't enough to keep the stock
Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
Market update for Thursday July 30thCheck 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 bond market is already questioning Kevin Warsh’s credibilityMeta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive A
SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers
Market update for Wednesday July 29, 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 Fed's biggest decision in years (a rate HIKE is actually on the table)Iran attacks US forces overnight and oil spikes back toward $90Ford raises its ou
Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
Market update for Tuesday July 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:The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surfaceChina’s rapid AI progress, from Kimi K3 and CXMT to hom
Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
Market update for Monday July 27, 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:Markets rally as the U.S. and Iran pause fighting and oil prices retreatWhy Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure dea
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also
Deep Dive: Did China Break the AI Trade Again?
In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.
Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
Market update for Friday July 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, Zaid covers:Trump's new tariffs on 60 countries that took effect overnightIntel’s blowout earnings and why the chipmaker is finally benefiting from the AI boomOracle’s a $7
Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors
Market update for Thursday July 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, Zaid covers:Oil prices are surging toward $100 and why bond yields are rising Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall StreetTesl
Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly
Market update for July 22, 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:Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressureSpaceX sets its first earnings and massive share unlock as short sellers pi
GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada
Market update for Tuesday July 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, Zaid covers:Why a calm S&P 500 is hiding historic volatility beneath the market’s surfaceTrump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)H
Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings
Market update for Monday July 20, 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:Last week's brutal chip stock selloff and what it means for the AI tradeA stacked week of Big Tech earnings, with Tesla and Google on deckKimi K3, the new Chi
The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Fede
Deep Dive: The Real Reason Apple Sued OpenAI
In this weekend deep dive, Zaid breaks down Apple’s lawsuit against OpenAI and the wild allegations involving stolen laptops, confidential files, and Apple hardware brought to job interviews. He also looks at why Apple may be using the case to slow OpenAI’s hardware ambitions, what Sam Altman and Jony Ive are actually building, and the bad blood between Apple's next CEO John Ternus and OpenAI&
Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch
Market update for July 17, 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:Why the tech selloff is getting worse and chip stocks are nearing a bear marketNetflix earnings and why the stock hitting a two-year lowSpaceX stock keeps falling afte
TSMC Profit Surges 77%, SpaceX Falls Below IPO Price
Market update for Thursday July 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, Zaid covers:SpaceX briefly falling below its $135 IPO price for the first timeTSMC’s 77% profit surge and its new $100 billion U.S. investmentUnitedHealth ripping higher af
PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating
Market update for Wednesday July 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 cooler CPI and PPI inflation data is easing fears of another Fed rate hikeKevin Warsh’s promise of a “regime change” at the Federal ReserveASML’s blowout e
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