The Rundown

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they...

In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI...

Market update for Friday May 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: Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April) PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices f...

Market update for Thursday April 30, 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: Jerome Powell's last Fed meeting and what comes next Google crushes earnings, cloud revenue surges 63% to $20B Amazon's AWS grows 28%, fastest...

Market update for Wednesday April 29 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: Oil prices rip higher for a 7th straight day The UAE quits OPEC. what it means for oil prices and the future of the cartel Starbucks crushes earnings and raises its full...

Market update for Tuesday April 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: OpenAI misses key revenue and user growth targets, raising questions about its massive spending plans and IPO timeline Google signs a classified AI deal with the Pen...

Market update for April 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: Big Tech earnings and the Fed meeting set up a massive week for investors Qualcomm jumps on reports it may help power OpenAI’s future AI smartphone OpenAI reworks its Micr...

Firefly Aerospace CEO Jason Kim joins The Rundown to break down the business behind the new space race. From a historic commercial moon landing to a $1.4 billion backlog, he explains how Firefly ($FLY) is building a full-stack space company beyond just rockets. The conversation also touches on the real-world stakes, including how space-based data and defense systems are playing a role in tracking...

In today's deep dive, Zaid takes a look back at Tim Cook's 15-year run as Apple CEO. We break down how Cook transformed Apple from a $350 billion company into a $4 trillion empire, his biggest wins including the services business and stock buyback program, his misses including the Apple Car and Vision Pro, and why Apple is falling behind in AI. We also look at who John Ternus is and why Apple chos...

Market update for April 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: Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUs Nike, Meta, and Microsoft cut jobs as corporate America pushes for more e...

Market update for Thursday April 23, 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: Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous. Lululemon named former Nike e...

Market update for April 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: Kevin Warsh faces tough questions over Fed independence SpaceX strikes a $60 billion AI deal with coding startup Cursor Palantir signs a $300 million USDA deal to help safe...

Market update for Tuesday April 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: March retail sales come in stronger than expected as consumers keep spending Tim Cook steps down as Apple CEO, with hardware chief John Ternus set to take over Amazo...

Market update for April 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: The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higher Meta is reportedly preparing another major round of layoffs Goo...

Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s...

In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation.  Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could...

Market update for Friday April 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: Iran opens the Strait of Hormuz, oil drops below $90 Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving) Google's SpaceX inve...

Market update for Thursday April 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. In today’s episode: Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streak TSMC posts record profits, raises its outlook, and says AI...

Market update for Wednesday April 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: Big bank traders cash in on volatility Meta expands its AI chip partnership with Broadcom Snap jumps after cutting 16% of its workforce thanks to AI ASML drops des...

Market update for April 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: March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecast Big banks kick off earnings season: JPMorgan, Citi, and Wells Fargo report Amazon...

Market update for Monday April 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: U.S. begins Strait of Hormuz blockade targeting Iran’s oil exports Goldman Sachs beats earnings expectations, but shares fall on weakness in fixed income trading Revo...

Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s...

NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story.  In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.

Market update for Friday April 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:  March CPI jumps 3.3%, the biggest monthly increase since 2022, Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI model TSMC p...

Market update for Thursday April 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: Stocks surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blocked Meta unveils Muse Spark, its first AI model from...