The Rundown
Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.
Corporate Travel Is Booming. This AI Company Is Capitalizing
Navan CFO Aurélien Nolf joins Zaid to break down the company's rapid growth, why corporate travel demand remains resilient, and how Navan is building custom AI models. They explore the rise of agentic AI, how the company bounced back from a bumpy IPO debut last Fall, and the businesss trends that drove bookings growth of 50% year over year in their most recent quarter. Plus, Nolf shares his perspective on the AI infrastructure boom and what it means for the next generation of software companies.
Deep Dive: Why Google Just Raised $85 Billion It Didn't Need
Google just raised roughly $85 billion by selling stock — even though the company is already sitting on a mountain of cash and generating massive cash flow.
So why would one of the richest companies on Earth sell shares for the first time in nearly two decades?
In this weekend's deep dive, Zaid breaks down Google’s record-breaking stock sale, why the company may have chosen equity instead of taking on more debt, and how its massive AI infrastructure spending is changing the math for Big Tech.
We also dig into Google’s AI buildout, its cl...
SpaceX Makes Historic IPO Debut, Musk Becomes First-Ever Trillionaire
Market update for Friday, June 12, 2026.
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In today’s episode, Zaid covers:
What you need to know about the SpaceX IPO today
Arm rallies on a bold AI callÂ
Adobe sinks despite beating earnings
Fun Fact: SpaceX IPO is minting over 4,400 employee millionaires (and Elon becomes the world's first trillionaire
Oracle Sinks on Debt Fears, OpenAI Weighs Drastic Price Cuts
Market update for Thursday June 11th
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In today’s episode, Zaid covers:
A hot PPI inflation report and escalation with Iran
Oracle's monster quarter that still sent the stock tumblingÂ
OpenAI weighing drastic price cuts as an AI price war brews with Anthropic
Navan soars on earnings while Beijing slaps down Alibaba and JD.com
Why World Cup...
Anthropic Unleashes Its Most Powerful AI Model, CPI Comes In Hot
Market update for Wednesday June 10th
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In today’s episode, Zaid covers:
Inflation heats up to 4.2% in May, the hottest reading in three yearsÂ
Anthropic releases Mythos 5, the AI model it once called too dangerous for the public
Nvidia and Google are co-signing massive data center deals for OpenAI and AnthropicÂ
Cracker Barrel posts a surprise profitÂ
Super...
OpenAI Files for IPO, Apple Disappoints at WWDC
Market update for June 9, 2026.Â
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In today’s episode, Zaid covers:
OpenAI confidentially filing for an IPOApple unveiling Siri AI at WWDC powered by Google's Gemini technologyGSK acquiring cancer drugmaker Nuvalent for $10.6 billionVail Resorts cutting outlook for the second time this year after worst snowfall season on recordFun Fact: University endowments are about to make billions off the SpaceX IPO this FridayApple’s WWDC Kicks Off, Google Inks $30B Deal with SpaceX
Market update for Monday June, 2026
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In today’s episode, Zaid covers:
What triggered Friday's massive selloff
Apple kicks off WWDC with a make-or-break moment for Siri and its AI strategy
Google signs a $30 billion deal with SpaceX for AI computing power ahead of the IPO
Corning lands AI data center deal with Amazon
Wix cuts 20% of its wo...
How Lumentum Became a Critical Piece of the AI Boom
Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big tren...
Deep Dive: How Taiwan Became the Epicenter of AI
In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.
SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance
Market update for Friday, June 5, 2026.Â
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In today’s episode, Zaid covers:
May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expectedSpaceX denied early entry into the S&P 500 ahead of biggest IPO in historyLululemon slashes full-year forecastServiceTitan surges after blowout earningsDocusign beats expectations but stock still dropsFun fact: AI bots now generate more web traffic than humansBroadcom Plunges Despite Record Quarter, Companies Start Rationing AI
Market update for Thursday June 4, 2026
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In today’s episode, Zaid covers:
Why the stock market is finally take a breather (hint: tariffs)
Bitcoin keeps sliding as ETF outflows pile up
Broadcom tanks despite a record quarter and huge AI chip growth
Amazon signs a $4 billion AWS deal with Pinterest to power AI discovery
UnitedHealth rises after a Ba...
GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal
Market update for Wednesday June 3, 2026
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Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout
Market update for Tuesday June 2, 2026
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In today’s episode, Zaid covers:
Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAI
Google raising $80 billion by selling stock to fund its AI buildout
Marvell surging after Jensen Huang calls it a potential trillion-dollar company
Shake Shack tumbling after cutting guidance
...
Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract
Market update for June 1, 2026.Â
SpaceX Valuation Deep Dive: [Spotify][YouTube]
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In today’s episode, Zaid covers:
Nvidia shows off new AI chip designed for PCs
SpaceX lands two huge Space Force contracts ahead of its record-breaking IPO
Berkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billion
AST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocks
<...Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman WasenmĂĽller)
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?
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 valuation
The recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is.Â
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
Market update for Friday May 28, 2026
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In today’s episode, Zaid covers:
Stocks close at record highs as Wall Street bets on an Iran peace deal
Dell’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 startup
Movers: NetApp rips on earnings, Gap gets crus...
Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative
Market update for May 28, 2026.
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In today’s episode, Zaid covers:
April PCE inflation hitting 3.8%, its hottest reading since 2023
Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsApp
Salesforce beat on earnings but the stock barely movesÂ
Snowflake pops on a blowout quarter and a $6B Amazon deal
Fun fact: just 10 companies now mak...
Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal
Market update for Wednesday May 27, 2026.
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In today’s episode, Zaid covers:
Micron crossing $1 trillion in market capÂ
Nvidia announcing a $150 billion annual investment in Taiwan
American Airlines picking SpaceX's Starlink for in-flight Wi-Fi
Lululemon ending its messy proxy battle with founder Chip Wilson
Zscaler stock plunging after weak guidance
How much Knicks Finals tickets are act...
Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double
Market update for May 26, 2026
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In today’s episode, Zaid covers:
why stocks keep ripping despite bond yields flashing warning signs
The latest on the Iran war and what it all means for oil prices
Eli 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 Eu...
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
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 in...
Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal
Market update for Friday May 22, 2026.
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In today’s episode, Zaid covers:
Spotify stock rips after AI music deal announced on Investor Day
Anthropic working on custom chip deal with Microsoft
OpenAI preparing to file for an IPO very soon
Zoom beats earnings, raises outlook on AI momentum
Take-Two confirms GTA VI on track for November 19th launch
...SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter
Market update for Thursday May 21, 2026.
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In today’s episode, Zaid covers:Â
Nvidia's $81 billion quarter and why Wall Street wasn't impressed
What Walmart's earnings reveal about the American consumer right now
E.l.f. Beauty is lowering prices while everyone else is raising them
Intuit cuts 17% of its workforce and the stock tanks
Some of the financial surprises fro...
Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge
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In today’s episode:
Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conference
Target crushes earnings with its first positive same-store sales in five quarters and raises its full-year outlook
Cava defies the restaurant slowdown with 9.7% same-store sales growth and a raised forecast
Lowe's beats on earnings but stock slips as co...
Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company
arket update for Tuesday May 19, 2026
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In today’s episode, Zaid covers:
Bond yields hitting their highest levels in over a year and what that means for stocks
Elon Musk losing his $150 billion lawsuit against OpenAI and Sam Altman
Google and Blackstone creating a new AI cloud company to rival Nvidia and Coreweave
Amer Sports stock surging on blowout Salomon an...
Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever
Market update for Monday May 18, 2026
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Check out the Cerebras Deep Dive: (Spotify, YouTube)
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In today’s episode, Zaid covers:
What to watch this week from Nvidia, Walmart, and Target earnings
NextEra Energy’s $67 billion deal to buy Dominion Energy
Berkshire Hathaway’s first major portfolio shakeup under new CEO Greg Abel
Why Cerebras is bouncing after its volati...
The CEO Behind the Most Controversial New League in Sports
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?
In today's deep dive, Zaid breaks down the Cerebras IPO.Â
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.Â
OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings
Market update for Friday May 15, 2026
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In today’s episode, Zaid covers:
Why oil prices are rising after the Trump-Xi summitÂ
OpenAI preparing possible legal action against Apple over their failed ChatGPT partnership
How Ford became an AI stock after launching Ford Energy
Figma crushing earnings and proving software stocks aren't dead yet
Applied Materials posting record results but...
Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China
Market update for Thursday May 14, 2026
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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 revenueD...Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy
Market update for Wednesday May 13, 2026
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In today’s episode, Zaid covers:
PPI inflation surges 6%, blowing past expectations
Trump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and more
Amazon kills Rufus chatbot, launches Alexa for Shopping
Wolfspeed surges 23% on power chip hype
Birkenstock misses earnings as Iran war hits sandal sales
You’ll soon...
Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss
Market update for Tuesday May 12, 2026
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In today’s episode, Zaid covers:
April CPI coming in hot at 3.8%, the highest inflation reading since May 2023
eBay rejecting GameStop’s $55B+ takeover offer
Cerebras raising its IPO price range as AI chip demand heats up
Wendy’s stock surging on reports Nelson Peltz may pursue a take-private bid
Hims & Hers shares...
Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain
Market update for Monday May 11, 2026
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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 companyHow Space Is Unlocking New AI Markets (ft. Planet Labs CEO)
Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than building them on Earth. Plus, Will explains Planet’s partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most peop...
Deep Dive: Are Chip Stocks in a Bubble?
In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?
Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall.
Check out our...
CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce
Market update for Friday May 8, 2026
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In today’s episode, Zaid covers:
The April jobs report: 115,000 jobs added, unemployment steady at 4.3%CoreWeave sinking after earnings as AI infrastructure costs keep climbingIREN jumping on a major Nvidia-backed AI infrastructure dealLime filing for IPO at a potential $2 billion valuationRocket Lab rising after strong revenue, backlog growth, and progress on NeutronCloudflare cutting 20% of its workforce as it shifts toward agentic AIN...Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off
Market update for Thursday May 7, 2026
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In today’s episode, Zaid covers:
The two reasons stocks keep ripping higherÂ
McDonald’s earnings beat and why its value push is working
Anthropic signing a major compute deal with SpaceX to power Claude
DoorDash jumping on strong order-value guidance
Snap falling after ad headwinds and the end of its Perplexity AI de...
AMD Soars on AI Demand, Corning gets $500M from Nvidia
Market update for Wednesday May 6, 2026
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In today’s episode, Zaid covers:
Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the war
AMD’s blowout earnings, including surging data center revenue
Disney beats across the board in new CEO Josh D'Amaro's first earnings report
Uber rising after stronger-than-expected bookings guid...
Palantir Crushes Earnings, Apple in Talks with Intel
Market update for Tuesday May 5, 2026
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In today’s episode, Zaid covers:Â
Bitcoin crossing back above $80K
Palantir crushing earnings, but investors question the valuation
Apple talking to Intel and Samsung to build chips in the U.S.
Pinterest surging after a strong earnings report and upbeat guidance
Duolingo dropping as bookings growth slows
Michael Burry dum...
Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay
Market update for Monday May 4, 2026
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In today’s episode, Zaid covers:
Why earnings are pushing stocks higher Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare pricesHighlights from the first Berkshire Hathaway annual meeting without Warren Buffett on stageGameStop making a wild $56 billion offer to buy eBay