The Rundown

Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract 01.06.2026 10p

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 PCsSpaceX lands two huge Space Force contracts ahead of its record-breaking IPOBerkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billionAST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocksFun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble

Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller) 31.05.2026 24p

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 podcasting as a discovery engine, distributing full Ringer episodes on both Spotify and Netflix, AI "personal podcasts" made just for you, verification for human-made shows, and a monetization mix spanning ads, Premium video payouts, and memberships.

Deep Dive: Can the SpaceX IPO Live Up to the Hype? 30.05.2026 13p

In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuationThe recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is. We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as exit liquidity.

Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation 29.05.2026 10p

Market update for Friday May 28, 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:Stocks close at record highs as Wall Street bets on an Iran peace dealDell’s stock surges after a monster quarter, with AI server sales exploding 757%Anthropic raises $65B and passes OpenAI to become the world's most valuable AI startupMovers: NetApp rips on earnings, Gap gets crushed after cutting guidanceFun Fact: US Treasury to release new $250 bill with Trump's face on it (maybe)

Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative 28.05.2026 10p

Market update for May 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, Zaid covers:April PCE inflation hitting 3.8%, its hottest reading since 2023Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsAppSalesforce beat on earnings but the stock barely moves Snowflake pops on a blowout quarter and a $6B Amazon dealFun fact: just 10 companies now make up almost 40% of the entire S&P 500

Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal 27.05.2026 10p

Market update for Wednesday May 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:Micron crossing $1 trillion in market cap Nvidia announcing a $150 billion annual investment in TaiwanAmerican Airlines picking SpaceX's Starlink for in-flight Wi-FiLululemon ending its messy proxy battle with founder Chip WilsonZscaler stock plunging after weak guidanceHow much Knicks Finals tickets are actually going for

Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double 26.05.2026 10p

Market update for May 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:why stocks keep ripping despite bond yields flashing warning signsThe latest on the Iran war and what it all means for oil pricesEli Lilly's $4 billion vaccine shopping spree and the next-gen weight loss drug analysts are calling "surgery in a syringe"Uber's $11.6 billion bid to take over European food delivery giant Delivery HeroWhy Micron stock could double from here, according to UBSBP's surprise move to remove its chairman over "serious" conduct concernsWhy fans are roasting Ferrari's first ever EV

How Applied Digital Became the Landlord for Big Tech’s AI Buildout 25.05.2026 40p

AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power and compute capacity, why North Dakota unexpectedly became a hotspot for AI infrastructure, and why he believes data centers, not GPUs, will become the biggest bottleneck in AI. We also dig into the company’s explosive growth, the risks around debt and energy demand, and whether today’s AI boom could end like the dot-com bubble.

Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal 22.05.2026 10p

Market update for Friday May 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:Spotify stock rips after AI music deal announced on Investor DayAnthropic working on custom chip deal with MicrosoftOpenAI preparing to file for an IPO very soonZoom beats earnings, raises outlook on AI momentumTake-Two confirms GTA VI on track for November 19th launchRecord 45 million Americans traveling for Memorial Day despite $4.56 gas

SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter 21.05.2026 10p

Market update for Thursday May 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: Nvidia's $81 billion quarter and why Wall Street wasn't impressedWhat Walmart's earnings reveal about the American consumer right nowE.l.f. Beauty is lowering prices while everyone else is raising themIntuit cuts 17% of its workforce and the stock tanksSome of the financial surprises from SpaceX’s S1 filings including $4.9 billion in losses

Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge 20.05.2026 10p

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:Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conferenceTarget crushes earnings with its first positive same-store sales in five quarters and raises its full-year outlookCava defies the restaurant slowdown with 9.7% same-store sales growth and a raised forecastLowe's beats on earnings but stock slips as comparable sales disappoint in a tough housing marketOpenAI co-founder Andrej Karpathy joins Anthropic

Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company 19.05.2026 10p

arket update for Tuesday May 19, 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:Bond yields hitting their highest levels in over a year and what that means for stocksElon Musk losing his $150 billion lawsuit against OpenAI and Sam AltmanGoogle and Blackstone creating a new AI cloud company to rival Nvidia and CoreweaveAmer Sports stock surging on blowout Salomon and Arc'teryx demandHome Depot beating earnings but falling on weak comparable salesAmazon launching AI-generated podcasts through Alexa+

Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever 18.05.2026 10p

Market update for Monday May 18, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Check out the Cerebras Deep Dive: (Spotify, YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What to watch this week from Nvidia, Walmart, and Target earningsNextEra Energy’s $67 billion deal to buy Dominion EnergyBerkshire Hathaway’s first major portfolio shakeup under new CEO Greg AbelWhy Cerebras is bouncing after its volatile IPO debutWhy Regeneron shares are falling after a failed late-stage melanoma trialHow OpenAI and Anthropic now dominate the AI startup space

The CEO Behind the Most Controversial New League in Sports 18.05.2026 25p

The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, including its growing consumer health platform focused on peptides, longevity, and human optimization. Plus, why the company believes the future of sports and healthcare are becoming increasingly connected.

Deep Dive: Can Cerebras IPO Live Up to the Hype? 16.05.2026 16p

In today's deep dive, Zaid breaks down the Cerebras IPO. Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme, and whether the stock can justify a valuation of 130x sales.

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings 15.05.2026 10p

Market update for Friday May 15, 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 oil prices are rising after the Trump-Xi summit OpenAI preparing possible legal action against Apple over their failed ChatGPT partnershipHow Ford became an AI stock after launching Ford EnergyFigma crushing earnings and proving software stocks aren't dead yetApplied Materials posting record results but the stock falling anywayPlus, Zaid answers a listener question about his journey from civil engineering to hosting The Rundown

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China 14.05.2026 10p

Market update for Thursday May 14, 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: Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cutsNvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limboCerebras’ massive AI chip IPO and what it says about investor appetite for the AI tradeCisco soaring on AI data center demand and stronger networking revenueDoximity plunging after weak guidance disappoints Wall StreetMicron overtaking Nvidia as the most heavily traded stock in the market

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy 13.05.2026 10p

Market update for Wednesday May 13, 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:PPI inflation surges 6%, blowing past expectationsTrump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and moreAmazon kills Rufus chatbot, launches Alexa for ShoppingWolfspeed surges 23% on power chip hypeBirkenstock misses earnings as Iran war hits sandal salesYou’ll soon be able to trade futures tied to AI computing power and GPU rental prices

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss 12.05.2026 10p

Market update for Tuesday May 12, 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:April CPI coming in hot at 3.8%, the highest inflation reading since May 2023eBay rejecting GameStop’s $55B+ takeover offerCerebras raising its IPO price range as AI chip demand heats upWendy’s stock surging on reports Nelson Peltz may pursue a take-private bidHims & Hers shares falling after its GLP-1 pivot comes with higher costsNetflix revealing it spent $135B on films and TV shows over the past decade

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain 11.05.2026 10p

Market update for Monday May 11, 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 Moderna and other pharma stocks are surging on hantavirus headlinesCircle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and othersMonday.com’s earnings beat thanks to AI pushNintendo’s stock drop after a Switch 2 price hike and weak sales forecastWhy the New York Knicks could eventually become their own publicly traded company