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.
Elon Says 200 AI Companies Won’t Survive, Meta Sells $95 Billion in Stock
Market update for October 26, 2026
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In today’s episode, Zaid covers:
Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.
Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.
Meta’s plan to raise up to $95 billion
Ross rallying as Wall Street bets on bargain hunters.
Verizo...
SpaceX Wants to Sell You a Phone Plan (Are They Doing Too Much?)
Market update for October 23, 2026
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In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds
SpaceX’s push for 80,000 cell sites, Crown Castle’s rally
Moderna’s stock plunged despite promising cancer-vaccine results.
Why Hoka and Ugg owner Deckers is resisting discounting.
Western Digital’s strong earnings and investors’ lingering AI worries.
...Meta’s AI Bill Keeps Growing, Tesla Spending Cuts Raise Doubts
Market update for October 22, 2026
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In today’s episode, Zaid covers:
Why investors are buying more protection against Big Tech’s debt.
Tesla’s earnings, and why spending less has Wall Street worried.
Meta’s growing AI bill and whether Muse can buy Zuck more time.
Spotify’s upbeat profit forecast and its potential as an AI winner.
Why IBM’...
SpaceX Turns a Profit, Netflix Runs Out of Growth Levers
Market update for Wednesday October 21, 2026
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In today’s episode, Zaid covers:
Why the market rally is finding support outside tech despite high oil prices.
SpaceX’s AI boom, its massive spending bill, and Elon Musk’s latest Tesla merger push.
Netflix’s advertising setback, and where its next wave of growth could come from.
Super Micro’s surprise sales upda...
GM Tanks Despite Earnings Beat, Walmart Takes On Costco
Market update for October 20, 2026
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In today’s episode, Zaid covers:
The AI rally’s share-supply problem, fading buybacks and rising oil prices.
Apple’s next product event and the long wait for its foldable iPhone Duo.
Why GM’s earnings beat and massive buyback couldn’t stop its stock from sliding.
3M’s Amazon deal and its growing role in AI d...
Elon Promises Kids SpaceX Stock, AI Stocks Face a Reality Check
Market update for October 19, 2026
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In today’s episode, Zaid covers:
The AI stock selloff, and why he thinks the shakeout could be healthy
Anthropic’s public benefit fund and the debate over sharing AI’s wealth
Elon Musk’s SpaceX stock promise and the billionaire push to fund kids’ investments
Cleveland-Cliffs’ earnings rebound and surprisingly strong 2027 outlook
Intel’s up...
AI Is Driving Profits Higher, but It’s Not the Whole Story (ft. Nasdaq Chief Economist)
Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising rates haven't slowed the spending, how earnings growth is spreading beyond big tech, and what's keeping smaller companies from going public.
Tesla’s Roadster Takes Flight, Netflix Shakes Up Its Leadership
Market update for October 16, 2026
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In today’s episode, Zaid covers:
Wall Street’s dramatic comeback, and why the AI trade still looks shaky
Tesla’s airborne Roadster and the growing SpaceX merger speculation
Netflix’s layoffs, leadership shakeup and search for its next growth engine
Alcoa’s earnings beat, and the challenge beneath the rebound
Strategy’s index-remo...
CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter
Market update for October 15, 2026
Interview with Coreweave’s Cofounder Brannin McBee [YouTube]
Interview with Gil Luria [YouTube]
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In today’s episode, Zaid covers:
Why stocks had their worst day since July,
CoreWeave’s bonds fall into distress
TSMC’s record profits and potential Texas expansion
Walmart’s upgrade and unexpected advantage in AI shopping
Rocke...
OpenAI Engineer Arrested for Spying, September CPI Comes In Hot
Market update for October 14, 2026
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In today’s episode, Zaid covers:
Hotter inflation, rising Fed hike odds, and a market counting on strong earnings
The FBI arrest of an OpenAI engineer accused of hiding a microphone in the office
What ASML’s earnings reveal about demand for AI chips
Why money keeps pouring into BlackRock
Bank of Amer...
Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI
EPISODE DESCRIPTION:
Market update for October 13, 2026
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In today’s episode, Zaid covers:
Why chip stocks are sliding as the market leans on a few big winners
What JPMorgan, Goldman Sachs, Citigroup and Wells Fargo reveal about banks and consumers
The catch behind Meta’s smarter Muse AI model
What’s fueling UnitedHealth’s comeback
Why Domi...
Amazon Eyes $7B AI Deal, Starbucks Denies Chipotle Takeover
Market update for October 12, 2026
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In today’s episode, Zaid covers:
Why big tech keeps winning while smaller companies feel the pain of higher rates
The AI startup Amazon reportedly wants, and what it has to do with Nvidia
Starbucks responds to the Chipotle takeover chatter
A bitcoin miner turned AI landlord, and a new memory-chip rival out of Ch...
Why This Market Refuses to Break (ft. Jason Ware)
Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the challenge of valuing Anthropic ahead of a potential IPO.
SpaceX Takes Aim at Phone Carriers, Starbucks Explores Chipotle Takeover
Market update for October 9, 2026
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In today’s episode, Zaid covers:
Why OpenAI’s revenue numbers rattled AI stocks
SpaceX’s wireless ambitions and the selloff in phone-carrier stocks
Why Starbucks is exploring a Chipotle takeover
Lumentum’s rally as AI customers reserve supplies years ahead
Delta’s profit warning as fuel costs and airfares climb
What Spo...
Paramount-Warner Deal Closes with $79B in Debt, Pepsi Cuts Its Outlook
Market update for October 8, 2026
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In today’s episode, Zaid covers:
What the highest Treasury yields since 2002 are doing to stock prices
Why PepsiCo lowered its outlook even after beating estimates
Paramount and Warner Bros. finally become one company, and the bill comes due
Palantir gets an upgrade from Goldman Sachs
Levi's earnings get a boost from ta...
SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business
Market update for October 7, 2026
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In today’s episode, Zaid covers:
Why the S&P's latest record isn't as healthy as it looks
SpaceX's push to raise $40B in debt, and why its bondholders are nervous
Uber's $2.3B bet on workplace catering with ezCater
The growing pressure on Mattel to consider a sale
Why Constellation Brands fell de...
Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power
Market update for October 6, 2026
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In today’s episode, Zaid covers:
Why corporate America sounds unusually confident heading into earnings season, even as yields climb
Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting
Google and Amazon’s growing appetite for nuclear power
Vistra’s rally as federal financing backs nuclear upgrades
The supplier bidding...
White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks
Market update for October 5, 2026
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In today's episode, Zaid covers:
Why a stock market near record highs hides a much weaker picture underneath
The White House’s new “Super Intelligence Force” and its AI safety assignment
AI executives facing questions under oath at New York City Council
Sam Altman’s reassurance to Cerebras
Elon Musk’s TSMC comments r...
Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal)
The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.
Nike Sinks After Earnings, Weak Jobs Report Sends Stocks Higher
Market update for October 2, 2026
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In today’s episode, Zaid covers:
A surprisingly weak jobs report—and why Wall Street is cheering
Nike’s disappointing outlook and the question hanging over its comeback
Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation
Onsemi’s deal makeover and the threat rattling Seagate and Western Digital
China’s...
Micron Posts Monster Quarter, Apple Readies Smart Home Devices
Market update for October 1, 2026
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In today’s episode, Zaid covers:
A wild Q3 for stocks and bonds
Why Micron’s monster earnings barely moved the stock
Apple’s smart-home plans and its new CEO’s push to move faster
Accenture’s earnings jump as AI reshapes its business
Google’s new AI model and its aggressive pricing
<...AI CEOs Sign Safety Accord, PCE Inflation Comes In Cool
Market update for September 30, 2026
Interview with Tech Journalist Kevin Roose (Spotify, YouTube)
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In today’s episode, Zaid covers:
Cooler-than-expected PCE inflation and whether the bond market can finally calm down
President Trump’s new AI safety accord with the biggest names in tech
OpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraise
Boei...
Oura Pulls it’s IPO Last Minute, FICO’s Monopoly Comes Under Fire
Market update for September 29, 2026
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In today’s episode, Zaid covers:
Why the S&P 500 looks strong even as huge parts of the market move in the opposite direction
Oura’s last-minute decision to delay its highly anticipated IPO
CarMax showing signs its turnaround is gaining traction
Fair Isaac getting hammered as FICO faces new competition in mortgages
Wh...
Nvidia's Record $150B Buyback, Meta Poaches MongoDB's CEO
Market update for September 28, 2026
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In today’s episode, Zaid covers:
Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps again
Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization
MongoDB getting crushed after CEO CJ Desai leaves for Meta
Roblox falling after Jefferies warn...
The Case for AI Doomerism (ft. Kevin Roose)
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...
Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation
Market update for September 25, 2026
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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 worse
Costco’s strong earnings and why it’s using tariff refunds to lower prices
Akamai’s massive Anthropic compute deal and why the stock is surging
Nike’s l...
Meta Debuts New AI Devices, Oracle Falls After Data Center Construction Faces Delays
Market update for September 24, 2026
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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 gadget
Activist investor Starboard pushing Knife River to improve margins or consider a sale
Darden falling as higher restaurant cost...
Mortgage Rates Hit Highest Level in 2 Years, Meta Tests ‘Human Concierge’ for Muse
Market update for September 23, 2026
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In today’s episode, Zaid covers:
Why the Nasdaq is hitting records even as AI fears spread to financial stocks
Mortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loans
The humans secretly helping Meta’s Muse AI agent make phone calls
IonQ sending quantum stocks higher after a major error-correction milestone
KB...
Meta Stock Explodes on Muse Hit, Markets Flash Warning Not Seen Since 1999
Market update for September 22, 2026
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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 globaNovo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger
Market update for September 21, 2026
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Interview with Matt Hougan, CIO of Bitwise: (YouTube)
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In today’s episode, Zaid covers:
Why a 5% Treasury yield might actually be good news
Novo’s plan to find its next blockbusters as it tries to regain momentum against Eli Lilly
Paramount’s push to clear a major hurdle in its Warner Bros. merger
Acce...
How Tokenization Could Change Stock Trading Forever (ft. Matthew Hougan)
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 dri...
Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You)
Market update for September 18, 2026
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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...Fed Kicks Off New Hiking Cycle, SEC Greenlights Tokenized Stocks
Market update for September 17th
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In today’s episode, Zaid covers:
The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be coming
Why stocks are still holding near record highs despite higher oil, bond yields, and interest rates
The SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock trading
Zuckerberg Rejects AI Slowdown, Fed Expected to Start Hiking Cycle
Market update for September 16th
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In today's episode, Zaid covers:
Why the Fed’s expected rate hike may be the beginning of a new hiking cycle
Mark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdown
Meta’s plan for camera-free smart glasses as privacy concerns grow
The Clarity Act failing in the Senate and...
10-Year Treasury Yield Hits 5%, Bitcoin Rally Hits a Wall
Market update for September 15th
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In today’s episode, Zaid covers:
Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressure
Bitcoin’s late-summer rally facing two major tests from the Fed and Congress
The one word from Bank of America’s CEO that rattled bank stocks...
AI CEOs Call for a Slowdown, First Fed Hike in 3 Years?
Market update for September 14th
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In today’s episode, Zaid covers:
Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week
Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development
CrowdStrike and Palo Alto surging as AI safety fears boost cy...
Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors
Market update for September 11, 2026.
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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 buildout
RH’s earnings beat and the tariff refund helping its bottom line
<...Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm
Market update for September 10, 2026
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In today’s episode, Zaid covers:
PPI inflation report puts energy prices in focus
Apple unveiling its first foldable iPhone at $1,999
AeroVironment rallying after an earnings beat and growing drone backlog
American Eagle sliding after a same-store sales miss as Aerie continues to drive growth
<...Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier
Market update for September 9, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode, Zaid covers:
$100 oil is putting inflation and macro risk back in focus
The U.S.-Canada trade war escalating with new tariffs and outright import bans
Meta’s new Muse AI agent and why Wall Street is suddenly excited about the company’s AI strategy
Chime buying Stride Bank for $590 million as it...
Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal
Market update for September 8th
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In today’s episode, Zaid covers:
Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focus
Apple’s biggest iPhone event in years and the expected debut of its first foldable iPhone
Qualcomm landing a major Amazon deal as it pushes deeper into AI data centers
Bloom Ener...
