The Rundown

Epizode

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  10-Year Treasury Yield Hits 5%, Bitcoin Rally Hits a Wall 15.09.2026 11min

  Market update for September 15thLimited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressureBitcoin’s late-summer rally facing two major tests from the Fed and CongressThe one word from Bank of America’s CEO that rattled bank stocksWhy Waystar could go private just two years after its IPOWhat Dave & Buster’s latest quarter says about its struggling arcade businessThe surprisingly high cost of owning a car before you even make the monthly payment
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  AI CEOs Call for a Slowdown, First Fed Hike in 3 Years? 14.09.2026 11min

  Market update for September 14thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this weekWhy Anthropic, OpenAI and other AI leaders suddenly want to slow AI developmentCrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocksChip and AI infrastructure stocks getting hammered on fears that AI development could slowHow Tesla is reclaiming U.S. EV market share even while selling fewer cars
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  Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors 11.09.2026 10min

  Market update for September 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 sticky inflation and $100 oil just pushed Fed rate hike odds to 90%The bond market selloff driving the 10-year Treasury yield to the brink of 5%Oracle's massive cloud earnings and the wild "pre-order" strategy funding its AI buildoutRH’s earnings beat and the tariff refund helping its bottom lineAdobe’s earnings beat and why investors still aren’t convinced about its future in AIWhy retailers are quietly killing the era of free online returns
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  Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm 10.09.2026 10min

  Market update for September 10, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:PPI inflation report puts energy prices in focusApple unveiling its first foldable iPhone at $1,999 AeroVironment rallying after an earnings beat and growing drone backlogAmerican Eagle sliding after a same-store sales miss as Aerie continues to drive growthAn Anthropic researcher quitting over AI safety fears 
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  Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier 09.09.2026 10min

  Market update for September 9, 2026Check 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:$100 oil is putting inflation and macro risk back in focusThe U.S.-Canada trade war escalating with new tariffs and outright import bansMeta’s new Muse AI agent and why Wall Street is suddenly excited about the company’s AI strategyChime buying Stride Bank for $590 million as it moves more of its banking business in-houseServiceTitan getting crushed despite beating earnings expectationsHollywood’s record-breaking summer box office (with an asterisk)
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  Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal 08.09.2026 10min

  Market update for September 8thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focusApple’s biggest iPhone event in years and the expected debut of its first foldable iPhoneQualcomm landing a major Amazon deal as it pushes deeper into AI data centersBloom Energy joining the S&P 500 after a massive AI-powered runNovartis getting crushed after its third major drug-trial setback in a weekMicrosoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable
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  Why You Should Take More Risks in Your 20s (ft. Jack Raines) 07.09.2026 36min

  Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into $400,000 trading SPACs and eventually built a career through writing and posting online. Jack also breaks down the philosophy behind his new book, Young Money, and why he thinks young people should worry less about optimizing every dollar and more about maximizing the unique opportunities of early adulthood. Plus, he and Zaid discuss the value of making financial mistakes while the stakes are still low, building an unconventional career and knowing when to spend money on experiences instead of saving it.
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  Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play 04.09.2026 12min

  Market update for September 4, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Planet Labs CEO Interview (YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The surprisingly strong August jobs report and what it means for the Fed’s September rate decisionTesla’s Cybercab finally hitting the streets of AustinLululemon’s brutal earnings and why Michael Burry is buying the stockPlanet Labs surging on strong earnings while UiPath falls despite beating revenue expectationsThe NBA’s historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations
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  Broadcom Falls Despite AI Growth, Google Escapes a Breakup 03.09.2026 11min

  Market update for September 3, 2026Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Broadcom’s latest earnings and why the stock is down more than 20% from its June peakGoogle avoiding a breakup of its ad-tech businessSnowflake surging after strong earnings and accelerating AI demandNetApp dropping despite beating expectations and raising guidanceWhy Microsoft is completely changing the way it reports its financial results around AI and cloud growth
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  Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro 02.09.2026 10min

  Market update for September 2, 2026Check 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 bond yields are surging around the worldDell’s monster earnings, including its booming AI server business and record backlogGoPro’s surprise sale just one day after YouTuber Markiplier disclosed a huge stake in the companyUber’s 3,300 job cuts as it flattens management and ramps up investment in robotaxisWhy MongoDB stock is getting crushed despite beating earnings expectationsStan Kroenke’s deal to buy the Los Angeles Angels and add yet another team to his massive sports empire
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  Amazon Sued Over Ad Prices, Shein's IPO Falls Flat 01.09.2026 11min

  Market update for September 1, 2026Check 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 September could bring more market volatility as oil prices and bond yields move higherThe FTC’s lawsuit accusing Amazon of secretly inflating advertising pricesShein’s disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billionDuolingo’s analyst upgrade and why NIO shares are falling after earningsHow YouTuber Markiplier became GoPro’s largest shareholder and sent the stock surging
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  Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes 31.08.2026 10min

  Market update for Monday August 31, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Tim Cook Deep Dive: {YouTube)(Spotify) Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumpedThe latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrelTim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John TernusGameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fearsWhy LIV Golf could be headed for bankruptcy
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  SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu) 30.08.2026 24min

  Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether today’s AI infrastructure demand can support SpaceX’s aggressive spending. Julie also breaks down MoffettNathanson’s $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.
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  Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok 28.08.2026 10min

  Market update for August 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 adds $442 billion in market value in a single dayWhat investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed ChairMeta’s $18 billion child-safety settlement and the new limits coming to teen accountsWhy Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictionsGap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growthWhy TIME left Jensen Huang off its 100 most influential people in AI list
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  Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears 27.08.2026 11min

  Market update for August 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:Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal yearNvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystemWhy Salesforce is ripping higher after earnings while HP gets hammeredWhy young Americans are becoming increasingly skeptical of AI and worried about job losses
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  OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings 26.08.2026 10min

  Market update for Wednesday August 26, 2026Check 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’s new Jalapeño chip and why the company says it can outperform Nvidia in certain testsNvidia’s massive earnings report tonight and why expectations are so highAbercrombie’s earnings beat and Intuit’s disappointing outlookWhy LeBron James borrowed nearly $300 million against his future endorsement income
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  Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs 25.08.2026 10min

  Market update for August 25, 2026Check 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:Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings reportBitcoin surges back above $80,000 as the crypto comeback gains momentumApple unveils new Mac Minis as AI demand drives both performance upgrades and higher pricesUnited Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weaknessIs the Labubu craze already over?
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  U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming 24.08.2026 10min

  Market update for August 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 biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speechThe US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sightWhat to expect from Nvidia’s earnings report on WednesdayUS Steel stocks surge from Canada tariffs Alibaba falls and the company issues new shares Fun fact: A humanoid robot that just beat Usain Bolt’s 100-meter world record 
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  CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs 23.08.2026 33min

  CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.
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  Deep Dive: Is the Era of Cheap Money Over? 22.08.2026 16min

  In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.