The Rundown

Market update for October 20, 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: The AI rally’s share-supply problem, fading buybacks and rising oil prices. Apple’s next product event and the long wait for its foldable iPhone D...

Market update for October 19, 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: The AI stock selloff, and why he thinks the shakeout could be healthy Anthropic’s public benefit fund and the debate over sharing AI’s wealth Elon...

Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising rates haven't slowed the spending, how earnings growth is spreading beyond big tech, and what's keeping smaller companies from going public.

Market update for October 16, 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: Wall Street’s dramatic comeback, and why the AI trade still looks shaky Tesla’s airborne Roadster and the growing SpaceX merger speculation Netfli...

Market update for October 15, 2026 Interview with Coreweave’s Cofounder Brannin McBee [ YouTube ] Interview with Gil Luria [ 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: Why stocks had their worst day since July, Cor...

Market update for October 14, 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: Hotter inflation, rising Fed hike odds, and a market counting on strong earnings The FBI arrest of an OpenAI engineer accused of hiding a micropho...

EPISODE DESCRIPTION: Market update for October 13, 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 chip stocks are sliding as the market leans on a few big winners What JPMorgan, Goldman Sachs, Citigroup and Wells Fargo...

Market update for October 12, 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 big tech keeps winning while smaller companies feel the pain of higher rates The AI startup Amazon reportedly wants, and what it has to do wit...

Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep lead...

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 Chi...

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 Wa...

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 U...

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,...

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...

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...

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...

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...

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...

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...

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 ag...

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 predictio...

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 earni...

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, an...

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 ad...

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 ambi...