The Rundown

Market update for Wednesday June 10th 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: Inflation heats up to 4.2% in May, the hottest reading in three years  Anthropic releases Mythos 5, the AI model it once called too dangerous for the publi...

Market update for June 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: OpenAI confidentially filing for an IPO Apple unveiling Siri AI at WWDC powered by Google's Gemini technology GSK acquiring cancer drugmaker Nuvalent for $1...

Market update for Monday June, 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 triggered Friday's massive selloff Apple kicks off WWDC with a make-or-break moment for Siri and its AI strategy Google signs a $30 billion deal with Sp...

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. M...

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something go...

Market update for Friday, June 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: May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expected SpaceX denied early entry into the S&P 500 ahead of biggest...

Market update for Thursday June 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 the stock market is finally take a breather (hint: tariffs) Bitcoin keeps sliding as ETF outflows pile up Broadcom tanks despite a record quarter and...

Market update for Wednesday June 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.

Market update for Tuesday June 2, 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: Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAI Google raising $80 billion by selling stock...

Market update for June 1, 2026.  SpaceX Valuation Deep Dive: [ 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: Nvidia shows off new AI chip designed for PCs SpaceX lands two huge Space Force contracts ahead of its record...

Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video po...

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...