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
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
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
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