The Rundown

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...

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...