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
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
IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls
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
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)
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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?
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
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
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
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