The Rundown

Deep Dive: Did China Break the AI Trade Again? Jul 25, 2026 00:17:33 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 Jul 24, 2026 00:11:22 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 Jul 23, 2026 00:10:56 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 Jul 22, 2026 00:10:54 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 Jul 21, 2026 00:10:57 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 Jul 20, 2026 00:10:52 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) Jul 19, 2026 00:24:24 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 Jul 18, 2026 00:15:40 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 Jul 17, 2026 00:10:54 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 Jul 16, 2026 00:10:12 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 Jul 15, 2026 00:10:58 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

IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls Jul 14, 2026 00:10:51 Market update for Tuesday July 14thCheck 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 finally cools off but that might be temporary Five megabanks reported earnings this morning, and Wall Street's trading desks are printing moneyIBM suff

Apple Sues OpenAI for Stealing Trade Secrets, SK Hynix Gets Hammered Jul 13, 2026 00:09:48 Market update for July 13, 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:A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh’s first congressional testimony as Fed chairApple’s lawsuit accusing OpenAI of stealing trade se

How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) Jul 13, 2026 00:25:24 Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, a

Deep Dive: How Meta Plans to Make Money from AI Jul 11, 2026 00:11:07 In today's deep dive, Zaid breaks down Meta's new AI playbook to actually make money from AI and justify their $145 BILLION capex. Over the last two weeks, Meta revealed plans to become an AI cloud provider and launched a coding model to take on OpenAI and Anthropic Zaid gets into whether launching a cloud side business actually fixes Meta's AI problem with Wall Street, or just proves the company

SK Hynix Makes $26.5 Billion Nasdaq Debut, Delta Warns Airfares Aren't Coming Down Jul 10, 2026 00:10:24 Market update for Friday July 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:SK Hynix pulls off the biggest US debut by a foreign company in historyCircle just got the greenlight to become a bank... sort ofWhy WD-40 shares are surging afte

Nvidia Is Cheapest It’s Been Since 2019, Meta Tests New ‘Super’ Glasses Jul 9, 2026 00:10:51 Market update for July 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:Fed minutes showing officials split on whether inflation could force rate hikesNvidia’s $1 trillion slide and why its valuation now looks surprisingly cheapPepsiCo earni

Apple Commits $30B to Broadcom in Chip Deal, Blue Origin Raises $10B Jul 8, 2026 00:09:28 Market update for July 8, 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 ripping higher after Trump says the U.S.-Iran ceasefire may be overChip stocks selling off globally as South Korea’s KOSPI enters a bear marketApple’s $30B+

SpaceX Joins Nasdaq 100 Index, Samsung Profits Surge 19x Jul 7, 2026 00:10:57 Market update for July 7, 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 near pre-war levels as Wall Street worries about oversupplySamsung's profit jumped 1,800%... so why did the stock tank?SpaceX joining the Nasdaq-1

Microsoft Cuts 20% of Xbox Staff, Apple Locks In Broadcom for AI Chips Jul 6, 2026 00:10:49 Market update for Monday July 6, 2026Interview with Bloomberg’s Mark Gurman about Apple: (Spotify)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:Microsoft cutting thousands of jobs and hitting reset on Xbox after years of gaming acquisitionsApple

Apple Is Blaming AI for Price Hikes — Here’s What Happens Next (ft. Mark Gurman) Jul 5, 2026 00:25:04 In today’s episode we talk with Mark Gurman, Editor at Bloomberg, about why Apple is raising prices, what it could mean for demand of their products, and some ways that Apple is trying to get around the memory supply shortage causing all of this. We also touch on the revamped Siri that is launching this fall and what to expect from John Turnes when he takes over as CEO.

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

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