The Rundown

Market update for October 9, 2026 Limited 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 OpenAI’s revenue numbers rattled AI stocks SpaceX’s wireless ambitions and the selloff in phone-carrier stocks Why Starbucks is exploring a Chipotle takeover Lumentum’s rally as AI customers reserve supplies years ahead Delta’s profit warning as fuel costs and airfares climb What Spotify is paying for in its renewed Joe Rogan deal

Market update for October 8, 2026 Limited 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: What the highest Treasury yields since 2002 are doing to stock prices Why PepsiCo lowered its outlook even after beating estimates Paramount and Warner Bros. finally become one company, and the bill comes due Palantir gets an upgrade from Goldman Sachs Levi's earnings get a boost from tariff refunds Webull slides after a House report on its ties to China Halloween's biggest spending category (hint: it's not candy)

Market update for October 7, 2026 Limited 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 S&P's latest record isn't as healthy as it looks SpaceX's push to raise $40B in debt, and why its bondholders are nervous Uber's $2.3B bet on workplace catering with ezCater The growing pressure on Mattel to consider a sale Why Constellation Brands fell despite beating earnings expectations What Anthropic CEO Dario Amodei earned in 2025, and how it stacks up against other CEOs

Market update for October 6, 2026 Limited 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 corporate America sounds unusually confident heading into earnings season, even as yields climb Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting Google and Amazon’s growing appetite for nuclear power Vistra’s rally as federal financing backs nuclear upgrades The supplier bidding war rattling Seagate and Western Digital How the AI boom is reshuffling the world’s biggest fortunes

Market update for October 5, 2026 Limited 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 a stock market near record highs hides a much weaker picture underneath The White House’s new “Super Intelligence Force” and its AI safety assignment AI executives facing questions under oath at New York City Council Sam Altman’s reassurance to Cerebras Elon Musk’s TSMC comments rattling Intel investors Tom Cruise’s Digger flop as Warner Bros. prepares for its Paramount merger

The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.

Market update for October 2, 2026 Limited 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: A surprisingly weak jobs report—and why Wall Street is cheering Nike’s disappointing outlook and the question hanging over its comeback Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation Onsemi’s deal makeover and the threat rattling Seagate and Western Digital China’s electric-truck boom and Tesla’s plans to ramp up the Semi

Market update for October 1, 2026 Limited 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: A wild Q3 for stocks and bonds Why Micron’s monster earnings barely moved the stock Apple’s smart-home plans and its new CEO’s push to move faster Accenture’s earnings jump as AI reshapes its business Google’s new AI model and its aggressive pricing Why Americans keep carrying cash they rarely spend

Market update for September 30, 2026 Interview with Tech Journalist Kevin Roose (Spotify, YouTube) Limited 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: Cooler-than-expected PCE inflation and whether the bond market can finally calm down President Trump’s new AI safety accord with the biggest names in tech OpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraise Boeing landing the Navy’s next-generation fighter contract Cal-Maine getting crushed as falling egg prices flip the economics of “eggflation” Why holiday airfare has reached its highest level in a decade

Market update for September 29, 2026 Limited 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 S&P 500 looks strong even as huge parts of the market move in the opposite direction Oura’s last-minute decision to delay its highly anticipated IPO CarMax showing signs its turnaround is gaining traction Fair Isaac getting hammered as FICO faces new competition in mortgages Why minivans are making a comeback

Market update for September 28, 2026 Limited 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 are holding up even as Treasury yields hover near multi-decade highs and oil jumps again Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization MongoDB getting crushed after CEO CJ Desai leaves for Meta Roblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentals SpaceX sending Starship into orbit for the first time

AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent, Google’s response, and what intensifying competition means for consumers. Roose shares what he’ll be watching as the next generation of AI models arrives.

Market update for September 25, 2026 Limited 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 bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worse Costco’s strong earnings and why it’s using tariff refunds to lower prices Akamai’s massive Anthropic compute deal and why the stock is surging Nike’s latest downgrade as Wall Street questions how long its turnaround will take How Public is combining prediction markets with AI tools for investors

Market update for September 24, 2026 Limited 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 bond market suddenly sold off and Treasury yields surged above 5% Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadget Activist investor Starboard pushing Knife River to improve margins or consider a sale Darden falling as higher restaurant costs eat into profits Oracle’s Project Jupiter data center running into uncertainty Why Disney+ has gotten dramatically more expensive since its 2019 launch

Market update for September 23, 2026 Limited 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 Nasdaq is hitting records even as AI fears spread to financial stocks Mortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loans The humans secretly helping Meta’s Muse AI agent make phone calls IonQ sending quantum stocks higher after a major error-correction milestone KB Home falling as high mortgage rates keep pressure on housing Why Apple may owe some iPhone owners money over its delayed Siri AI rollout

Market update for September 22, 2026 Limited 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: Monday’s huge market rally (and the strange signal hiding underneath) Meta’s Muse AI app taking off causing Amazon to block it On Holding’s ambitious growth plans as it expands deeper into sports Why Labcorp and Quest Diagnostics are getting hit by Medicare reimbursement changes How a “Super El Niño” could disrupt food prices, shipping and the global economy

Market update for September 21, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK) Interview with Matt Hougan, CIO of Bitwise: (YouTube) Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions. In today’s episode, Zaid covers: Why a 5% Treasury yield might actually be good news Novo’s plan to find its next blockbusters as it tries to regain momentum against Eli Lilly Paramount’s push to clear a major hurdle in its Warner Bros. merger Accenture jumping after landing an AI-safety role with Anthropic Bitcoin breaking above $85,000 as crypto stocks rally The best-performing stock of the last 45 years (it's not a tech company)

Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to rally through bad news is a powerful signal of strength. The conversation explores what could drive crypto’s next major bull market and whether Bitcoin is finally beginning to behave like digital gold.

Market update for September 18, 2026 Limited 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. investors Warren Buffett stepping down as Berkshire Hathaway chairman after six decades Yeti rising on an analyst upgrade Netflix falling as Wells Fargo raises concerns about engagement Apple sweeping the Emmy Awards despite almost nobody watching their shows

Market update for September 17th Limited 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 coming Why stocks are still holding near record highs despite higher oil, bond yields, and interest rates The SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock trading Generac surging after landing a massive Amazon data-center power deal Lennar getting squeezed by higher mortgage rates and a weakening housing market The frenzy around Starbucks Snoopy cup (and why it’s a genius business move)

Market update for September 16th Limited 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 cycle Mark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdown Meta’s plan for camera-free smart glasses as privacy concerns grow The Clarity Act failing in the Senate and triggers selloff across crypto stocks Intel and SK Hynix jumping on talks to manufacture memory chips in the U.S. J.B. Hunt getting hammered as surging fuel costs squeeze profits How malls became the best-performing sector in commercial real estate

Market update for September 15th Limited 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 pressure Bitcoin’s late-summer rally facing two major tests from the Fed and Congress The one word from Bank of America’s CEO that rattled bank stocks Why Waystar could go private just two years after its IPO What Dave & Buster’s latest quarter says about its struggling arcade business The surprisingly high cost of owning a car before you even make the monthly payment

Market update for September 14th Limited 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 week Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development CrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocks Chip and AI infrastructure stocks getting hammered on fears that AI development could slow How 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 buildout RH’s earnings beat and the tariff refund helping its bottom line Adobe’s earnings beat and why investors still aren’t convinced about its future in AI Why retailers are quietly killing the era of free online returns

Market update for September 10, 2026 Limited 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 focus Apple unveiling its first foldable iPhone at $1,999 AeroVironment rallying after an earnings beat and growing drone backlog American Eagle sliding after a same-store sales miss as Aerie continues to drive growth An Anthropic researcher quitting over AI safety fears

Market update for September 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: $100 oil is putting inflation and macro risk back in focus The U.S.-Canada trade war escalating with new tariffs and outright import bans Meta’s new Muse AI agent and why Wall Street is suddenly excited about the company’s AI strategy Chime buying Stride Bank for $590 million as it moves more of its banking business in-house ServiceTitan getting crushed despite beating earnings expectations Hollywood’s record-breaking summer box office (with an asterisk)

Market update for September 8th Limited 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 focus Apple’s biggest iPhone event in years and the expected debut of its first foldable iPhone Qualcomm landing a major Amazon deal as it pushes deeper into AI data centers Bloom Energy joining the S&P 500 after a massive AI-powered run Novartis getting crushed after its third major drug-trial setback in a week Microsoft 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, 2026 Limited 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 decision Tesla’s Cybercab finally hitting the streets of Austin Lululemon’s brutal earnings and why Michael Burry is buying the stock Planet Labs surging on strong earnings while UiPath falls despite beating revenue expectations The NBA’s historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations

Market update for September 3, 2026 Limited 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 peak Google avoiding a breakup of its ad-tech business Snowflake surging after strong earnings and accelerating AI demand NetApp dropping despite beating expectations and raising guidance Why Microsoft is completely changing the way it reports its financial results around AI and cloud growth

Market update for September 2, 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 bond yields are surging around the world Dell’s monster earnings, including its booming AI server business and record backlog GoPro’s surprise sale just one day after YouTuber Markiplier disclosed a huge stake in the company Uber’s 3,300 job cuts as it flattens management and ramps up investment in robotaxis Why MongoDB stock is getting crushed despite beating earnings expectations Stan Kroenke’s deal to buy the Los Angeles Angels and add yet another team to his massive sports empire

Market update for September 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: Why September could bring more market volatility as oil prices and bond yields move higher The FTC’s lawsuit accusing Amazon of secretly inflating advertising prices Shein’s disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billion Duolingo’s analyst upgrade and why NIO shares are falling after earnings How YouTuber Markiplier became GoPro’s largest shareholder and sent the stock surging

Market update for Monday August 31, 2026 Check 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 jumped The latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrel Tim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John Ternus GameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fears Why 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 day What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth Why 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 year Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem Why Salesforce is ripping higher after earnings while HP gets hammered Why young Americans are becoming increasingly skeptical of AI and worried about job losses

Market update for Wednesday August 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: OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests Nvidia’s massive earnings report tonight and why expectations are so high Abercrombie’s earnings beat and Intuit’s disappointing outlook Why LeBron James borrowed nearly $300 million against his future endorsement income

Market update for August 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: Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report Bitcoin surges back above $80,000 as the crypto comeback gains momentum Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness Is 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 speech The US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sight What to expect from Nvidia’s earnings report on Wednesday US 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 timeline Ross Stores’ strong earnings and why bargain hunting is helping discount retailers win The 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, 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 is stepping in to push long-term Treasury yields lower What the Treasury’s bond buyback strategy means for stocks, mortgages, and borrowing costs Walmart earnings after the retailer posted its slowest U.S. sales growth in more than six years Why Bitcoin, Ethereum, Coinbase, and other crypto names are rallying Alibaba’s 75% profit plunge as AI spending surges How billions of dollars in tariff refunds are boosting corporate earnings

Market update for August 19, 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 bond yields are surging around the world, and what 5% long-term rates could mean for stocks Trump’s last-minute pause on 50% tariffs targeting Canadian goods Target’s latest earnings and whether its turnaround is actually working Moderna’s major personalized cancer vaccine breakthrough and Lowe’s disappointing outlook Why some Gen Z investors are treating sports betting like part of their long-term financial strategy

Market update for Tuesday August 18, 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 surging Treasury yields and higher oil prices are becoming a major risk for the stock market Home Depot’s earnings and what they reveal about the frozen housing market Tesla’s plan to launch its steering-wheel-free Cybercab in Austin as soon as August Duolingo’s rebound on upgrade and Baidu’s struggle to turn its AI investments into growth Why Google is paying $10 million to buy decades of Spirit Airlines’ internal business data for AI

Market update for Monday August 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 Trump administration is warning Apple not to buy memory chips from Chinese suppliers Meta’s massive legal battle over the addictive design of Instagram and Facebook Sandisk’s rally as memory stocks heat up, and L3Harris falling after abruptly replacing its CEO Ferrari’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 IPO Nintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four months Reddit joining the S&P 500, while Applied Materials falls despite strong earnings and guidance How the New York Knicks’ championship run generated nearly $67 million in additional playoff-related revenue

Market update for Thursday August 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: The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rally Cerebras earnings and why the stock fell despite strong growth and raised guidance Super Micro’s monster AI server forecast and Cisco’s disappointing AI outlook The Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter’s business empire