The Rundown

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 

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)How GM is growing profits while selling fewer carsWhy 3M and Nebius are surging while Equifax gets hammeredHow the World Cup boosted American hotels, bars and FIFA's bottom line

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 Chinese AI model rattling Wall StreetDomino's rising thanks to supply chain businessAMC's surprise blockbuster earnings  Christopher Nolan's The Odyssey pulled in $124.5 million at the box office

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 Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.

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's hardware chief Tang Tan

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 after an aborted Starship launch (and what it means for the IPO market)Google's delayed Gemini 3.5 Pro model and growing concerns about its AI strategyApollo's potential $3 billion Yankees deal and private equity's growing role in sports

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 after a major earnings beat and raised outlookUnited Airlines falling as higher fuel costs pressure its forecastT. rex fossil selling for a record-breaking $50.1 million

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 earnings and what its order book says about the AI boomSamsung and DeepSeek could be among the next major AI-related companies headed to public marketsPayPal's $53 billion takeover offer Lucid's bankruptcy rumorWhy New York is temporarily blocking large data centers

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 suffering one of its worst stock drops in decades after a disappointing sales warningMemory and storage stocks rallying as companies prioritize AI hardware spendingChipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?

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 secrets  the details are wild)Why Apple's stock is hitting record highs while the rest of the AI trade sells offMGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US tickerThe record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks

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, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.

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 isn't sure the core bet pays off.

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 after a monster quarterWhy Delta stock is falling despite strong earningsWhy Netflix is slowly rebuilding cable with live TV channels

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 earnings show weak North American demandCerebras and Micron rally on AI infrastructure demandAstraZeneca slides after a drug trial missMeta's “super sensing” AI glasses are really creepy

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+ deal with Broadcom to produce billions of U.S.-made chipsJeff Bezos' Blue Origin raising outside money for the first time at a $130B valuationEnergy stocks jumping while airlines and cruise lines fall on higher fuel costsNetflix, Disney, and YouTube eyeing World Cup rights after massive U.S. ratings

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-100 less than a month after its IPOFiserv popping on talks to sell its debit-card networkRivian drops after a share offeringNetflix's season-two problem as major shows lose huge chunks of their audience

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 extending its Broadcom chip partnership through 2031 as it builds out AI infrastructureTeraWulf surging after landing a 20-year Anthropic data center dealStrategy falling after selling Bitcoin to fund dividend paymentsBuc-ee's turning clean bathrooms, brisket, and Beaver Nuggets into a roadside retail empire

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.

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 U.S. government a 5% stake in OpenAIPalantir rallying on its Nvidia partnership and a fresh analyst upgradeBending Spoons cools after its big IPO debutWhy this year's Fourth of July barbecue is getting hit hard by inflation, especially beef prices

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 expectationsAnthropic reaching a deal with the Trump administration to restore access to Fable and MythosMeta building a cloud business to sell AI computePresident Trump reporting more than $1 billion in crypto-related income last year

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 Supreme Court blocking Trump's attempt to fire Fed Governor Lisa CookDronemaker AeroVironment's blowout earningsWhy Michael Saylor's Strategy is abandoning its "never sell Bitcoin" mantra after the stock cratered 80% from its peakGold's worst quarter in more than a decade, and whether a second-half comeback is still possible

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 Starlink mobile phone service Rocket Lab's $8 billion acquisition of IridiumWhy Verizon stock is getting punished for its international dealFun Fact: Microsoft is having its worst month since the dot-com crash

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 discuss the competitive race between OpenAI, Anthropic, Google, and open source AI, plus why Databricks believes its biggest opportunity is still ahead. Finally, Arsalan shares his thoughts on the company's eventual IPO and what needs to happen before it goes public.

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 inflation problem. Zaid also breaks down Micron's latest earnings and why this memory shortage and AI tax could stick around for years.

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 falls on acquisition news Fun Fact: Iren signed a $50M jersey patch deal with the Warriors

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 pops on AI data center pushWendy's meme-stock rally stays alive Darden falls on Olive Garden weaknessFun Fact: CEO pay hitting record high

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 FedEx beat expectations but still got hitWhy Reddit is suddenly piling into Wendy's, and why Hertz is getting crushedGoogle is finally joining the Dow Jones (I still don't care about the Dow)

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 $299 smart glassesIBM rises after getting an upgrade from JPMQualcomm drops despite a $4B AI dealFun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it

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 how the memory chip crisis is making all your electronics more expensiveGetty Images surges 200% on an OpenAI dealSpaceX extends its post-IPO losing streak while launching its first-ever bond saleToy Story 5 shatters franchise records as Hollywood posts its best box office year since before the pandemic

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 themselves, why Starlink's opportunity could be smaller than advertised, and what milestones could ultimately justify the hype. Plus, we discuss the odds of a future Tesla–SpaceX merger and what it could mean for shareholders.

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 AND surging lossesSnap unveils $2,200 AR smart glasses and the stock immediately tanksAST SpaceMobile launches three satellites aboard a SpaceX rocketLionsgate whipsaws on Netflix acquisition rumorsSpaceX options shatter every record in their trading debutNOTE: No episode Thursday or Friday. The stock market is closed Friday for Juneteenth. No deep dive this weekend as well, but an interview will be posted on Sunday morning. We'll be back on Monday with a full recap of the Fed meeting.

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

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 SpaceX pulls off the biggest IPO in history (and just made it even bigger)Paramount-Warner Bros. gets cleared to buy WBDFox buys Roku for $22 BillionKnicks shatter merch record 

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 perspective on the AI infrastructure boom and what it means for the next generation of software companies.

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 taking on more debt, and how its massive AI infrastructure spending is changing the math for Big Tech.We also dig into Google's AI buildout, its cloud demand, the risks of overbuilding data centers, and whether this move is a smart financing decision or a warning sign that the AI trade is getting way too stretched.

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 employee millionaires (and Elon becomes the world's first trillionaire

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 war brews with AnthropicNavan soars on earnings while Beijing slaps down Alibaba and JD.comWhy World Cup ticket prices are falling

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 and Google are co-signing massive data center deals for OpenAI and Anthropic Cracker Barrel posts a surprise profit Super Micro sinks on a $7 billion stock saleFun Fact: the Knicks are making $20 million per home game at the NBA Finals

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 billionVail Resorts cutting outlook for the second time this year after worst snowfall season on recordFun Fact: University endowments are about to make billions off the SpaceX IPO this Friday

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 AI computing power ahead of the IPOCorning lands AI data center deal with AmazonWix cuts 20% of its workforce and slashes its revenue outlookFun Fact: South Korea has been the best-performing major stock market in the world this year