The Rundown

Episoder

• 
  Nike Sinks After Earnings, Weak Jobs Report Sends Stocks Higher 02.10.2026 11min

  Market update for October 2, 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:A surprisingly weak jobs report—and why Wall Street is cheeringNike’s disappointing outlook and the question hanging over its comebackAnthropic’s push to go public before Thanksgiving at a potential $2 trillion valuationOnsemi’s deal makeover and the threat rattling Seagate and Western DigitalChina’s electric-truck boom and Tesla’s plans to ramp up the Semi
• 
  Micron Posts Monster Quarter, Apple Readies Smart Home Devices 01.10.2026 11min

  Market update for October 1, 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:A wild Q3 for stocks and bondsWhy Micron’s monster earnings barely moved the stockApple’s smart-home plans and its new CEO’s push to move fasterAccenture’s earnings jump as AI reshapes its businessGoogle’s new AI model and its aggressive pricingWhy Americans keep carrying cash they rarely spend
• 
  AI CEOs Sign Safety Accord, PCE Inflation Comes In Cool 30.09.2026 11min

  Market update for September 30, 2026Interview with Tech Journalist Kevin Roose (Spotify, YouTube)Limited 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:Cooler-than-expected PCE inflation and whether the bond market can finally calm downPresident Trump’s new AI safety accord with the biggest names in techOpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraiseBoeing landing the Navy’s next-generation fighter contractCal-Maine getting crushed as falling egg prices flip the economics of “eggflation”Why holiday airfare has reached its highest level in a decade
• 
  Oura Pulls it’s IPO Last Minute, FICO’s Monopoly Comes Under Fire 29.09.2026 11min

  Market update for September 29, 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:Why the S&P 500 looks strong even as huge parts of the market move in the opposite directionOura’s last-minute decision to delay its highly anticipated IPOCarMax showing signs its turnaround is gaining tractionFair Isaac getting hammered as FICO faces new competition in mortgagesWhy minivans are making a comeback
• 
  Nvidia's Record $150B Buyback, Meta Poaches MongoDB's CEO 28.09.2026 9min

  Market update for September 28, 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:Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps againNvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorizationMongoDB getting crushed after CEO CJ Desai leaves for MetaRoblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentalsSpaceX sending Starship into orbit for the first time
• 
  The Case for AI Doomerism (ft. Kevin Roose) 27.09.2026 26min

  AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent, Google’s response, and what intensifying competition means for consumers. Roose shares what he’ll be watching as the next generation of AI models arrives.
• 
  Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation 25.09.2026 10min

  Market update for September 25, 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:Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worseCostco’s strong earnings and why it’s using tariff refunds to lower pricesAkamai’s massive Anthropic compute deal and why the stock is surgingNike’s latest downgrade as Wall Street questions how long its turnaround will takeHow Public is combining prediction markets with AI tools for investors
• 
  Meta Debuts New AI Devices, Oracle Falls After Data Center Construction Faces Delays 24.09.2026 11min

  Market update for September 24, 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:Why the bond market suddenly sold off and Treasury yields surged above 5%Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadgetActivist investor Starboard pushing Knife River to improve margins or consider a saleDarden falling as higher restaurant costs eat into profitsOracle’s Project Jupiter data center running into uncertaintyWhy Disney+ has gotten dramatically more expensive since its 2019 launch
• 
  Mortgage Rates Hit Highest Level in 2 Years, Meta Tests ‘Human Concierge’ for Muse 23.09.2026 11min

  Market update for September 23, 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:Why the Nasdaq is hitting records even as AI fears spread to financial stocksMortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loansThe humans secretly helping Meta’s Muse AI agent make phone callsIonQ sending quantum stocks higher after a major error-correction milestoneKB Home falling as high mortgage rates keep pressure on housingWhy Apple may owe some iPhone owners money over its delayed Siri AI rollout
• 
  Meta Stock Explodes on Muse Hit, Markets Flash Warning Not Seen Since 1999 22.09.2026 11min

  Market update for September 22, 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:Monday’s huge market rally (and the strange signal hiding underneath)Meta’s Muse AI app taking off causing Amazon to block itOn Holding’s ambitious growth plans as it expands deeper into sportsWhy Labcorp and Quest Diagnostics are getting hit by Medicare reimbursement changesHow a “Super El Niño” could disrupt food prices, shipping and the global economy
• 
  Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger 21.09.2026 11min

  Market update for September 21, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Interview with Matt Hougan, CIO of Bitwise: (YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why a 5% Treasury yield might actually be good newsNovo’s plan to find its next blockbusters as it tries to regain momentum against Eli LillyParamount’s push to clear a major hurdle in its Warner Bros. mergerAccenture jumping after landing an AI-safety role with AnthropicBitcoin breaking above $85,000 as crypto stocks rallyThe best-performing stock of the last 45 years (it's not a tech company)
• 
  How Tokenization Could Change Stock Trading Forever (ft. Matthew Hougan) 20.09.2026 21min

  Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to rally through bad news is a powerful signal of strength. The conversation explores what could drive crypto’s next major bull market and whether Bitcoin is finally beginning to behave like digital gold.
• 
  Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You) 18.09.2026 11min

  Market update for September 18, 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:Why stocks rallied after the Fed’s first rate hike in three years Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investorsWarren Buffett stepping down as Berkshire Hathaway chairman after six decadesYeti rising on an analyst upgradeNetflix falling as Wells Fargo raises concerns about engagementApple sweeping the Emmy Awards despite almost nobody watching their shows
• 
  Fed Kicks Off New Hiking Cycle, SEC Greenlights Tokenized Stocks 17.09.2026 10min

  Market update for September 17thLimited 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:The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be comingWhy stocks are still holding near record highs despite higher oil, bond yields, and interest ratesThe SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock tradingGenerac surging after landing a massive Amazon data-center power dealLennar getting squeezed by higher mortgage rates and a weakening housing marketThe frenzy around Starbucks Snoopy cup (and why it’s a genius business move)
• 
  Zuckerberg Rejects AI Slowdown, Fed Expected to Start Hiking Cycle 16.09.2026 11min

  Market update for September 16thLimited 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 Fed’s expected rate hike may be the beginning of a new hiking cycleMark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdownMeta’s plan for camera-free smart glasses as privacy concerns growThe Clarity Act failing in the Senate and triggers selloff across crypto stocksIntel and SK Hynix jumping on talks to manufacture memory chips in the U.S.J.B. Hunt getting hammered as surging fuel costs squeeze profitsHow malls became the best-performing sector in commercial real estate
• 
  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
• 
  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
• 
  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
• 
  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 
• 
  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)