The Rundown

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...

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...

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 Un...

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, mortgag...

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 goo...

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 f...

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 In...

Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neocl...

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...

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 g...

Market update for Wednesday August 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: 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...

Market update for August 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: The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983 Nvidia teams up with Wall Street for $500 billion to fund AI...

Market update for Monday August 10, 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: Berkshire Hathaway’s earnings and how Greg Abel is starting to put Warren Buffett’s massive cash pile to work Meta’s new open-weight AI models and Mark...

Market update for Friday August 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: The surprisingly weak July jobs report and what it could mean for the Fed Airbnb’s strong earnings and why Brian Chesky says AI is transforming the compa...

Market update for Thursday August 6, 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 the gold rally says about the dollar, bond yields and the Fed Disney’s earnings beat, powered by parks, streaming and Toy Story 5 Eli Lilly’s mons...

Market update for Wednesday August 5, 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: Stocks hit new records as the AI trade makes a massive comeback SpaceX reports earnings for the first time as a public company, revealing a huge AI in...

Market update for Tuesday August 4, 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: Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz Palantir’s “otherworldly” quarter, including 149% growth in U.S...

Market update for Monday August 3, 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 U.S. government stepped in to support the Japanese yen AstraZeneca’s in talk over $400 billion merger with Bristol Myers Squibb Ferguson Enterpri...

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.news Check out t...

Market update for Friday July 31, 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 Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade Why Apple's record quarter wasn't enough to keep t...

Market update for Thursday July 30th 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 bond market is already questioning Kevin Warsh’s credibility Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its...

Market update for Wednesday July 29, 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 Fed's biggest decision in years (a rate HIKE is actually on the table) Iran attacks US forces overnight and oil spikes back toward $90 Ford rai...

Market update for Tuesday July 28, 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 global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface China’s rapid AI progress, from Kimi K3 and CX...