The Rundown

Епизоди

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  Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly 22.07.2026 10мин

  Market update for July 22, 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:Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressureSpaceX sets its first earnings and massive share unlock as short sellers pile inNovo Nordisk sues Eli Lilly over weight-loss drug adsSuper Micro surges on stronger margins and record AI server demandGE Vernova drops despite raising its outlookKraft partners with Mickey Mouse to recharge growth 
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  GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada 21.07.2026 10мин

  Market update for Tuesday July 21, 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 a calm S&P 500 is hiding historic volatility beneath the market’s surfaceTrump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)How GM is growing profits while selling fewer carsWhy 3M and Nebius are surging while Equifax gets hammeredHow the World Cup boosted American hotels, bars and FIFA’s bottom line
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  Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings 20.07.2026 10мин

  Market update for Monday July 20, 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:Last week's brutal chip stock selloff and what it means for the AI tradeA stacked week of Big Tech earnings, with Tesla and Google on deckKimi K3, the new Chinese AI model rattling Wall StreetDomino's rising thanks to supply chain businessAMC's surprise blockbuster earnings  Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office
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  The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh) 19.07.2026 24мин

  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 Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.
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  Deep Dive: The Real Reason Apple Sued OpenAI 18.07.2026 15мин

  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's hardware chief Tang Tan
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  Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch 17.07.2026 10мин

  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 marketNetflix earnings and why the stock hitting a two-year lowSpaceX stock keeps falling after an aborted Starship launch (and what it means for the IPO market)Google’s delayed Gemini 3.5 Pro model and growing concerns about its AI strategyApollo’s potential $3 billion Yankees deal and private equity’s growing role in sports
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  TSMC Profit Surges 77%, SpaceX Falls Below IPO Price 16.07.2026 10мин

  Market update for Thursday July 16, 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:SpaceX briefly falling below its $135 IPO price for the first timeTSMC’s 77% profit surge and its new $100 billion U.S. investmentUnitedHealth ripping higher after a major earnings beat and raised outlookUnited Airlines falling as higher fuel costs pressure its forecastT. rex fossil selling for a record-breaking $50.1 million
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  PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating 15.07.2026 10мин

  Market update for Wednesday July 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 cooler CPI and PPI inflation data is easing fears of another Fed rate hikeKevin Warsh’s promise of a “regime change” at the Federal ReserveASML’s blowout earnings and what its order book says about the AI boomSamsung and DeepSeek could be among the next major AI-related companies headed to public marketsPayPal’s $53 billion takeover offer Lucid’s bankruptcy rumorWhy New York is temporarily blocking large data centers
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  IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls 14.07.2026 10мин

  Market update for Tuesday July 14thCheck 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 moneyIBM suffering one of its worst stock drops in decades after a disappointing sales warningMemory and storage stocks rallying as companies prioritize AI hardware spendingChipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?
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  Apple Sues OpenAI for Stealing Trade Secrets, SK Hynix Gets Hammered 13.07.2026 9мин

  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 chairApple’s lawsuit accusing OpenAI of stealing trade secrets  the details are wild)Why Apple's stock is hitting record highs while the rest of the AI trade sells offMGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US tickerThe record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks
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  How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) 13.07.2026 25мин

  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, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.
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  Deep Dive: How Meta Plans to Make Money from AI 11.07.2026 11мин

  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 company isn't sure the core bet pays off.
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  SK Hynix Makes $26.5 Billion Nasdaq Debut, Delta Warns Airfares Aren't Coming Down 10.07.2026 10мин

  Market update for Friday July 10, 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:SK Hynix pulls off the biggest US debut by a foreign company in historyCircle just got the greenlight to become a bank... sort ofWhy WD-40 shares are surging after a monster quarterWhy Delta stock is falling despite strong earningsWhy Netflix is slowly rebuilding cable with live TV channels
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  Nvidia Is Cheapest It’s Been Since 2019, Meta Tests New ‘Super’ Glasses 09.07.2026 10мин

  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 hikesNvidia’s $1 trillion slide and why its valuation now looks surprisingly cheapPepsiCo earnings show weak North American demandCerebras and Micron rally on AI infrastructure demandAstraZeneca slides after a drug trial missMeta’s “super sensing” AI glasses are really creepy
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  Apple Commits $30B to Broadcom in Chip Deal, Blue Origin Raises $10B 08.07.2026 9мин

  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 overChip stocks selling off globally as South Korea’s KOSPI enters a bear marketApple’s $30B+ deal with Broadcom to produce billions of U.S.-made chipsJeff Bezos’ Blue Origin raising outside money for the first time at a $130B valuationEnergy stocks jumping while airlines and cruise lines fall on higher fuel costsNetflix, Disney, and YouTube eyeing World Cup rights after massive U.S. ratings
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  SpaceX Joins Nasdaq 100 Index, Samsung Profits Surge 19x 07.07.2026 10мин

  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 oversupplySamsung's profit jumped 1,800%... so why did the stock tank?SpaceX joining the Nasdaq-100 less than a month after its IPOFiserv popping on talks to sell its debit-card networkRivian drops after a share offeringNetflix’s season-two problem as major shows lose huge chunks of their audience
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  Microsoft Cuts 20% of Xbox Staff, Apple Locks In Broadcom for AI Chips 06.07.2026 10мин

  Market update for Monday July 6, 2026Interview 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 acquisitionsApple extending its Broadcom chip partnership through 2031 as it builds out AI infrastructureTeraWulf surging after landing a 20-year Anthropic data center dealStrategy falling after selling Bitcoin to fund dividend paymentsBuc-ee’s turning clean bathrooms, brisket, and Beaver Nuggets into a roadside retail empire
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  Apple Is Blaming AI for Price Hikes — Here’s What Happens Next (ft. Mark Gurman) 05.07.2026 25мин

  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.
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  OpenAI Proposes 5% Government Stake, Apple Turns to Blacklisted Chinese Chips 02.07.2026 10мин

  Market update for Thursday July 3, 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:What a WEAK June jobs report could mean for the FedWhy Apple is looking to buy memory chips from blacklisted Chinese companiesSam Altman's pitch to hand the U.S. government a 5% stake in OpenAIPalantir rallying on its Nvidia partnership and a fresh analyst upgradeBending Spoons cools after its big IPO debutWhy this year’s Fourth of July barbecue is getting hit hard by inflation, especially beef prices
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  Trump’s Crypto Fortune Balloons, Meta Builds a Cloud Business 01.07.2026 10мин

  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 2020What investors should watch in the second halfNike earnings, and why the stock is sliding despite beating expectationsAnthropic reaching a deal with the Trump administration to restore access to Fable and MythosMeta building a cloud business to sell AI computePresident Trump reporting more than $1 billion in crypto-related income last year