The Rundown

In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuation The recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is.  We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as...

Market update for Friday May 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: Stocks close at record highs as Wall Street bets on an Iran peace deal Dell’s stock surges after a monster quarter, with AI server sales exploding 757% Ant...

Market update for May 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: April PCE inflation hitting 3.8%, its hottest reading since 2023 Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsApp Sale...

Market update for Wednesday May 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: Micron crossing $1 trillion in market cap  Nvidia announcing a $150 billion annual investment in Taiwan American Airlines picking SpaceX's Starlink for...

Market update for May 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: why stocks keep ripping despite bond yields flashing warning signs The latest on the Iran war and what it all means for oil prices Eli Lilly's $4 billion vacc...

AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power an...

Market update for Friday May 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: Spotify stock rips after AI music deal announced on Investor Day Anthropic working on custom chip deal with Microsoft OpenAI preparing to file for an IPO...

Market update for Thursday May 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:  Nvidia's $81 billion quarter and why Wall Street wasn't impressed What Walmart's earnings reveal about the American consumer right now E.l....

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: Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conference Target crushes earnings with its first positive same-store sales in five quarters and raises i...

arket update for Tuesday May 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: Bond yields hitting their highest levels in over a year and what that means for stocks Elon Musk losing his $150 billion lawsuit against OpenAI and Sam Alt...

Market update for Monday May 18, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Check out the Cerebras Deep Dive: ( Spotify , YouTube ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: What to watch this week from Nvidia, Walmart, and Target earnings NextEra Energy’s $67 billion deal...

The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, incl...

In today's deep dive, Zaid breaks down the Cerebras IPO.  Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme...

Market update for Friday May 15, 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 oil prices are rising after the Trump-Xi summit  OpenAI preparing possible legal action against Apple over their failed ChatGPT partnership How Ford be...

Market update for Thursday May 14, 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 confirmation as Fed Chair and why hot inflation could complicate rate cuts Nvidia’s push to reopen chip sales in China as H200 approvals re...

Market update for Wednesday May 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: PPI inflation surges 6%, blowing past expectations Trump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and more Amazon kills Rufus chatbot, la...

Market update for Tuesday May 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: April CPI coming in hot at 3.8%, the highest inflation reading since May 2023 eBay rejecting GameStop’s $55B+ takeover offer Cerebras raising its IPO pric...

Market update for Monday May 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 Moderna and other pharma stocks are surging on hantavirus headlines Circle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and others...

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than bui...

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again? Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the bigges...

Market update for Friday May 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: The April jobs report: 115,000 jobs added, unemployment steady at 4.3% CoreWeave sinking after earnings as AI infrastructure costs keep climbing IREN jumpin...

Market update for Thursday May 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 two reasons stocks keep ripping higher  McDonald’s earnings beat and why its value push is working Anthropic signing a major compute deal with SpaceX...

Market update for Wednesday May 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: Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the war AMD’s blowout earnings, including surging data center reve...

Market update for Tuesday May 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:  Bitcoin crossing back above $80K Palantir crushing earnings, but investors question the valuation Apple talking to Intel and Samsung to build chips in the...

Market update for Monday May 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: Why earnings are pushing stocks higher  Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare prices Highlights...