The Rundown

ตอน

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  Mortgage Rates Hit Highest Level in 2 Years, Meta Tests ‘Human Concierge’ for Muse 23.09.2026 11นาที

  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
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  Meta Stock Explodes on Muse Hit, Markets Flash Warning Not Seen Since 1999 22.09.2026 11นาที

  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
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  Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger 21.09.2026 11นาที

  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)
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  How Tokenization Could Change Stock Trading Forever (ft. Matthew Hougan) 20.09.2026 21นาที

  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.
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  Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You) 18.09.2026 11นาที

  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
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  Fed Kicks Off New Hiking Cycle, SEC Greenlights Tokenized Stocks 17.09.2026 10นาที

  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)
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  Zuckerberg Rejects AI Slowdown, Fed Expected to Start Hiking Cycle 16.09.2026 11นาที

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

  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 11นาที

  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 10นาที

  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 10นาที

  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 10นาที

  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 10นาที

  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 36นาที

  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 12นาที

  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 11นาที

  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 10นาที

  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 11นาที

  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 10นาที

  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 24นาที

  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.