The Rundown

Market update for Friday July 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: Trump's new tariffs on 60 countries that took effect overnight Intel’s blowout earnings and why the chipmaker is finally benefiting from the AI boom Orac...

Market update for Thursday July 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, Zaid covers: Oil prices are surging toward $100 and why bond yields are rising  Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall S...

Market update for July 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: Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressure SpaceX sets its first earnings and massive share unlock as short s...

Market update for Tuesday July 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: Why a calm S&P 500 is hiding historic volatility beneath the market’s surface Trump’s new 50% tariffs on certain Canadian goods (and the looming lega...

Market update for Monday July 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, Zaid covers: Last week's brutal chip stock selloff and what it means for the AI trade A stacked week of Big Tech earnings, with Tesla and Google on deck Kimi K3, t...

Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Fede...

In this weekend deep dive, Zaid breaks down Apple’s lawsuit against OpenAI and the wild allegations involving stolen laptops, confidential files, and Apple hardware brought to job interviews. He also looks at why Apple may be using the case to slow OpenAI’s hardware ambitions, what Sam Altman and Jony Ive are actually building, and the bad blood between Apple's next CEO John Ternus and OpenAI&...

Market update for July 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: Why the tech selloff is getting worse and chip stocks are nearing a bear market Netflix earnings and why the stock hitting a two-year low SpaceX stock keeps fa...

Market update for Thursday July 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, Zaid covers: SpaceX briefly falling below its $135 IPO price for the first time TSMC’s 77% profit surge and its new $100 billion U.S. investment UnitedHealth ripping...

Market update for Wednesday July 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 cooler CPI and PPI inflation data is easing fears of another Fed rate hike Kevin Warsh’s promise of a “regime change” at the Federal Reserve ASML’s...

Market update for Tuesday July 14th 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 finally cools off but that might be temporary  Five megabanks reported earnings this morning, and Wall Street's trading desks are printing mone...

Market update for July 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: A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh’s first congressional testimony as Fed chair Apple’s lawsuit accusing OpenAI of stealing...

Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, a...

In today's deep dive, Zaid breaks down Meta's new AI playbook to actually make money from AI and justify their $145 BILLION capex.  Over the last two weeks, Meta revealed plans to become an AI cloud provider and launched a coding model to take on OpenAI and Anthropic  Zaid gets into whether launching a cloud side business actually fixes Meta's AI problem with Wall Street, or just proves the compan...

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...