The Rundown

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...

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...