The Rundown

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. investorsWarren Buffett stepping down as Berkshire Hathaway chairman after six decadesYeti rising on an analyst upgradeNetflix falling as Wells Fargo raises concerns about engagementApple sweeping the Emmy Awards despite almost nobody watching their shows

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 higher oil, bond yields, and interest ratesThe SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock tradingGenerac surging after landing a massive Amazon data-center power dealLennar getting squeezed by higher mortgage rates and a weakening housing marketThe frenzy around Starbucks Snoopy cup (and why it's a genius business move)

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-wide AI slowdownMeta's plan for camera-free smart glasses as privacy concerns growThe Clarity Act failing in the Senate and triggers selloff across crypto stocksIntel and SK Hynix jumping on talks to manufacture memory chips in the U.S.J.B. Hunt getting hammered as surging fuel costs squeeze profitsHow malls became the best-performing sector in commercial real estate

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 and CongressThe one word from Bank of America's CEO that rattled bank stocksWhy Waystar could go private just two years after its IPOWhat Dave & Buster's latest quarter says about its struggling arcade businessThe surprisingly high cost of owning a car before you even make the monthly payment

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 developmentCrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocksChip and AI infrastructure stocks getting hammered on fears that AI development could slowHow Tesla is reclaiming U.S. EV market share even while selling fewer cars

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 massive cloud earnings and the wild "pre-order" strategy funding its AI buildoutRH's earnings beat and the tariff refund helping its bottom lineAdobe's earnings beat and why investors still aren't convinced about its future in AIWhy retailers are quietly killing the era of free online returns

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 growing drone backlogAmerican Eagle sliding after a same-store sales miss as Aerie continues to drive growthAn Anthropic researcher quitting over AI safety fears 

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 why Wall Street is suddenly excited about the company's AI strategyChime buying Stride Bank for $590 million as it moves more of its banking business in-houseServiceTitan getting crushed despite beating earnings expectationsHollywood's record-breaking summer box office (with an asterisk)

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 its first foldable iPhoneQualcomm landing a major Amazon deal as it pushes deeper into AI data centersBloom Energy joining the S&P 500 after a massive AI-powered runNovartis getting crushed after its third major drug-trial setback in a weekMicrosoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable

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 worry less about optimizing every dollar and more about maximizing the unique opportunities of early adulthood. Plus, he and Zaid discuss the value of making financial mistakes while the stakes are still low, building an unconventional career and knowing when to spend money on experiences instead of saving it.

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 finally hitting the streets of AustinLululemon's brutal earnings and why Michael Burry is buying the stockPlanet Labs surging on strong earnings while UiPath falls despite beating revenue expectationsThe NBA's historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations

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 after strong earnings and accelerating AI demandNetApp dropping despite beating expectations and raising guidanceWhy Microsoft is completely changing the way it reports its financial results around AI and cloud growth

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 after YouTuber Markiplier disclosed a huge stake in the companyUber's 3,300 job cuts as it flattens management and ramps up investment in robotaxisWhy MongoDB stock is getting crushed despite beating earnings expectationsStan Kroenke's deal to buy the Los Angeles Angels and add yet another team to his massive sports empire

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 pricesShein's disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billionDuolingo's analyst upgrade and why NIO shares are falling after earningsHow YouTuber Markiplier became GoPro's largest shareholder and sent the stock surging

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 of strikes and why oil prices are back above $90 a barrelTim Cook's final day as Apple CEO and the big challenges facing incoming CEO John TernusGameStop's profit surge from its eBay investment and PG&E's selloff over wildfire liability fearsWhy LIV Golf could be headed for bankruptcy

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 today's AI infrastructure demand can support SpaceX's aggressive spending. Julie also breaks down MoffettNathanson's $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.

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-safety settlement and the new limits coming to teen accountsWhy Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictionsGap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growthWhy TIME left Jensen Huang off its 100 most influential people in AI list

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 means for the AI ecosystemWhy Salesforce is ripping higher after earnings while HP gets hammeredWhy young Americans are becoming increasingly skeptical of AI and worried about job losses

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 are so highAbercrombie's earnings beat and Intuit's disappointing outlookWhy LeBron James borrowed nearly $300 million against his future endorsement income

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 Mac Minis as AI demand drives both performance upgrades and higher pricesUnited Airlines surges on international expansion while Dick's Sporting Goods gets hit by Foot Locker weaknessIs the Labubu craze already over?

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 no talks in sightWhat to expect from Nvidia's earnings report on WednesdayUS Steel stocks surge from Canada tariffs Alibaba falls and the company issues new shares Fun fact: A humanoid robot that just beat Usain Bolt's 100-meter world record 

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 are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.

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.

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 Robotics IPO, where the humanoid robot maker surged 460% on its first day of trading and why investors are betting robots could become the next major AI platform.Anthropic's potential mega IPO timelineRoss Stores' strong earnings and why bargain hunting is helping discount retailers winThe Atlanta Falcons' $10.6 billion valuation and how sports teams have become some of the hottest investment assets in the world.

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 borrowing costsWalmart earnings after the retailer posted its slowest U.S. sales growth in more than six yearsWhy Bitcoin, Ethereum, Coinbase, and other crypto names are rallyingAlibaba's 75% profit plunge as AI spending surgesHow billions of dollars in tariff refunds are boosting corporate earnings

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's latest earnings and whether its turnaround is actually workingModerna's major personalized cancer vaccine breakthrough and Lowe's disappointing outlookWhy some Gen Z investors are treating sports betting like part of their long-term financial strategy

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 housing marketTesla's plan to launch its steering-wheel-free Cybercab in Austin as soon as AugustDuolingo's rebound on upgrade and Baidu's struggle to turn its AI investments into growthWhy Google is paying $10 million to buy decades of Spirit Airlines' internal business data for AI

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 and FacebookSandisk's rally as memory stocks heat up, and L3Harris falling after abruptly replacing its CEOFerrari's first electric car sells for $40 million at auction 

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 neoclouds, why he believes Palantir may be one of the best companies in the world, and why Wall Street could still be misunderstanding Micron.

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?

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 million in additional playoff-related revenue

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 raised guidanceSuper Micro's monster AI server forecast and Cisco's disappointing AI outlookThe Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter's business empire

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 chipsLumentum surges on booming AI data-center demand, while On Holding recovers from historic selloffFun Fact: AI computing power is becoming a tradable asset class

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 infrastructureAnthropic targets a September or early October for IPORiot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delaySpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

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 Zuckerberg's 6,500-word AI manifestoHPE's analyst upgrade and Intel's $15 billion stock offeringWhy more than half of Americans now have passports, and why American tourists are flooding Europe

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's major AI leadership shake-up as longtime chief scientist Jeff Dean leavesAtlassian surging as investors warm back up to software stocksDraftKings slips after bettors won too muchSpaceX and Tesla's enormous new Terafab chip factory planned for Texas

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 quarter as Mounjaro and Zepbound sales surgeDoorDash's DashPass growth and Sandisk's surprising post-earnings selloffWhy used electric vehicles are suddenly rising in value

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 infrastructure spending AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

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. commercial revenueMcDonald's reports mixed earnings as the company tries to fix weak U.S. trafficSnap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enoughHow OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests

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 joining the S&P 500 Roblox's had worst day even after earnings Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

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 Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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 from slidingAmazon's booming cloud business and its massive $220 billion AI spending planPeacock joining YouTube Premium as streaming slowly rebuilds the cable bundle

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 AI spendingMicrosoft's strong quarter as Azure growth accelerates and Copilot adoption jumpsStarbucks' turnaround gaining momentum as customer traffic and same-store sales improveCarvana's record quarter getting overshadowed by weaker-than-expected guidanceDoorDash's plan to build its own delivery drones and take food delivery to the sky

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 outlook again thanks to America's gas guzzler obsessionSK Hynix posts a $42 billion quarter... and the stock still dropsOne AI storage stock pops while another gets punished despite beating earningsSomebody paid almost $1 million for Jensen Huang's leather jacket

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 homegrown chipmaking equipmentCoca-Cola's World Cup-fueled earnings boost and Corning's painful post-earnings selloffHow Google's AI Overviews are reshaping search

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 dealsD-Wave Quantum's expanded partnership with AT&TWarner Bros. Discovery's delayed Paramount merger and Supergirl strugglesWhy Waymo's robotaxis are racking up parking tickets in Austin

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 discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.

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.

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 billion deal with the Pentagon Why American Express stock is falling despite strong consumer spending and an earnings beatHow Google's SpaceX investment distorted their quarterly earnings

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 StreetTesla's car sales are back, but profits fall and cash flow went negativeServiceNow's jumps on strong growth IBM is still struggling after its brutal earnings warningFun fact: The Japanese yen just fell to its weakest level in roughly 40 years

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 pile inNovo Nordisk sues Eli Lilly over weight-loss drug adsSuper Micro surges on stronger margins and record AI server demandGE Vernova drops despite raising its outlookKraft partners with Mickey Mouse to recharge growth