The Rundown

Market update for Friday July 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: SK Hynix pulls off the biggest US debut by a foreign company in history Circle just got the greenlight to become a bank... sort of Why WD-40 shares are su...

Market update for July 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: Fed minutes showing officials split on whether inflation could force rate hikes Nvidia’s $1 trillion slide and why its valuation now looks surprisingly cheap Pep...

Market update for July 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: Oil prices ripping higher after Trump says the U.S.-Iran ceasefire may be over Chip stocks selling off globally as South Korea’s KOSPI enters a bear market Appl...

Market update for July 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: Oil prices falling near pre-war levels as Wall Street worries about oversupply Samsung's profit jumped 1,800%... so why did the stock tank? SpaceX joining th...

Market update for Monday July 6, 2026 Interview with Bloomberg’s Mark Gurman about Apple: ( Spotify ) 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: Microsoft cutting thousands of jobs and hitting reset on Xbox after years of gaming acquisi...

In today’s episode we talk with Mark Gurman, Editor at Bloomberg, about why Apple is raising prices, what it could mean for demand of their products, and some ways that Apple is trying to get around the memory supply shortage causing all of this. We also touch on the revamped Siri that is launching this fall and what to expect from John Turnes when he takes over as CEO.

Market update for Thursday July 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: What a WEAK June jobs report could mean for the Fed Why Apple is looking to buy memory chips from blacklisted Chinese companies Sam Altman's pitch to...

Market update for July 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: S&P 500 and Nasdaq posting their best quarter since 2020 What investors should watch in the second half Nike earnings, and why the stock is sliding despite b...

Market update for Tuesday June 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: Monday’s market bounce as the S&P 500 and Nasdaq snapped five-day losing streaks The Dow hitting a record high after Alphabet officially joined the i...

Market update for June 29, 2026 Deep Dive: Why is AI making everything more expensive: ( Spotify , YouTube ) 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: Comcast is splitting into two companies (and why the market loved it) SpaceX's plan...

Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also d...

Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflati...

Market update for Friday, June 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: Apple AND Microsoft are raising prices and what it means for the AI trade Why OpenAI could delay their IPO Bayer jumps on Supreme Court ruling On Semic...

Market update for June 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: Oil prices falling back near pre-Iran war levels and what that could mean for inflation Micron’s monster earnings and why it may have just saved the AI trade Q...

Market update for Wednesday June 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 global tech selloff rattling markets, and where investors are running for safety Why Cerebras dropped in its first earnings report since going publ...

Market update for Tuesday June 23rd Check out the Public app for incredible investing tools and to support the show ( LINK ) Follow us on Instagram ( @TheRundownDaily ) and YouTube for bonus content and instant reactions. In today’s episode, Zaid covers: Why tech stocks are selling off Google just had the worst day in its history after losing two of its top AI minds to rivals Why Meta is going all...

Market update for June 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: Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operates Why Apple says price increases are "unavoidable&quo...

Morningstar equity analyst Nicolas Owens breaks down why his team values SpaceX at just $63 per share despite the stock soaring above $200 after its IPO. We unpack the assumptions behind SpaceX's most ambitious bets, from reusable Starship launches to data centers in space and the company's growing AI ambitions. Owens also explains where he thinks investors may be getting ahead of themselv...

Market update for Wednesday June 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: Kevin Warsh's first meeting as Fed Chair and why the conversation has flipped from rate cuts to rate hikes OpenAI's leaked Q1 financials reveal surging...

Market update for June 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. Deep Dive: Why Google Just Raised $85B It Didn't Need

Market update for Monday June 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: The US and Iran reach a peace deal to reopen the Strait of Hormuz Why the US government forced Anthropic to pull its most powerful AI model just days afte...

Navan CFO Aurélien Nolf joins Zaid to break down the company's rapid growth, why corporate travel demand remains resilient, and how Navan is building custom AI models. They explore the rise of agentic AI, how the company bounced back from a bumpy IPO debut last Fall, and the businesss trends that drove bookings growth of 50% year over year in their most recent quarter. Plus, Nolf shares his pe...

Google just raised roughly $85 billion by selling stock — even though the company is already sitting on a mountain of cash and generating massive cash flow. So why would one of the richest companies on Earth sell shares for the first time in nearly two decades? In this weekend's deep dive, Zaid breaks down Google’s record-breaking stock sale, why the company may have chosen equity instead of t...

Market update for Friday, June 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: What you need to know about the SpaceX IPO today Arm rallies on a bold AI call  Adobe sinks despite beating earnings Fun Fact: SpaceX IPO is minting ove...

Market update for Thursday June 11th 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: A hot PPI inflation report and escalation with Iran Oracle's monster quarter that still sent the stock tumbling  OpenAI weighing drastic price cuts as a...