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.
Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem
Market update for Tuesday August 4, 2026
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In today’s episode, Zaid covers:
Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of HormuzPalantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenueMcDonald’s reports mixed earnings as the company tries to fix weak U.S. trafficSnap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enoughHow OpenAI and Anthro...The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger
Market update for Monday August 3, 2026
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In today’s episode, Zaid covers:
Why the U.S. government stepped in to support the Japanese yenAstraZeneca’s in talk over $400 billion merger with Bristol Myers SquibbFerguson Enterprises joining the S&P 500 Roblox’s had worst day even after earnings Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening recordWho's Actually Winning the AI Race? (ft. Alex Heath)
Alex Heath returns to the show to talk about all things AI.
In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end.
Subscribe to Alex's newsletter, Sources: https://sources.news
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...
Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout
Market update for Friday July 31, 2026
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In today’s episode, Zaid covers:
The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI tradeWhy Apple's record quarter wasn't enough to keep the stock from slidingAmazon’s booming cloud business and its massive $220 billion AI spending planPeacock joining YouTube Premium as streaming slowly rebuilds the cable bundleKevin Warsh Rattles the Market, Meta and Microsoft Split on AI
Market update for Thursday July 30th
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In today’s episode, Zaid covers:
Why the bond market is already questioning Kevin Warsh’s credibility
Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending
Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps
Starbucks’ turnaround gaining momentum as customer traffic and...
SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers
Market update for Wednesday July 29, 2026
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In today’s episode, Zaid covers:
The Fed's biggest decision in years (a rate HIKE is actually on the table)
Iran attacks US forces overnight and oil spikes back toward $90
Ford raises its outlook again thanks to America's gas guzzler obsession
SK Hynix posts a $42 billion quarter... and the stock still drops
On...
Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
Market update for Tuesday July 28, 2026
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In today’s episode, Zaid covers:
The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface
China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment
Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff
How Google’s AI Overviews are reshap...
Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
Market update for Monday July 27, 2026
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In today’s episode, Zaid covers:
Markets rally as the U.S. and Iran pause fighting and oil prices retreat
Why Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure deals
D-Wave Quantum’s expanded partnership with AT&T
Warner Bros. Discovery’s delayed Paramount merger and Supergirl struggles
Why Wa...
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of...
Deep Dive: Did China Break the AI Trade Again?
In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.
Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
Market update for Friday July 24, 2026.
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In today’s episode, Zaid covers:
Trump's new tariffs on 60 countries that took effect overnight
Intel’s blowout earnings and why the chipmaker is finally benefiting from the AI boom
Oracle’s a $7 billion deal with the Pentagon
Why American Express stock is falling despite strong...
Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors
Market update for Thursday July 23, 2026
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In today’s episode, Zaid covers:
Oil prices are surging toward $100 and why bond yields are rising
Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall Street
Tesla's car sales are back, but profits fall and cash flow went negative
ServiceNow’s jumps on strong growth
IBM is still strugg...
Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly
Market update for July 22, 2026
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In today’s episode, Zaid covers:
Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressure
SpaceX sets its first earnings and massive share unlock as short sellers pile in
Novo Nordisk sues Eli Lilly over weight-loss drug ads
Super Micro surges on stronger margins and record AI server demand
...GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada
Market update for Tuesday July 21, 2026
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In today’s episode, Zaid covers:
Why a calm S&P 500 is hiding historic volatility beneath the market’s surface
Trump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)
How GM is growing profits while selling fewer cars
Why 3M and Nebius are surging while Equifax gets hammered
How th...
Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings
Market update for Monday July 20, 2026
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In today’s episode, Zaid covers:
Last week's brutal chip stock selloff and what it means for the AI trade
A stacked week of Big Tech earnings, with Tesla and Google on deck
Kimi K3, the new Chinese AI model rattling Wall Street
Domino's rising thanks to supply chain business
AMC's surprise bl...
The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
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...
Deep Dive: The Real Reason Apple Sued OpenAI
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
Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch
Market update for July 17, 2026.
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In today’s episode, Zaid covers:
Why the tech selloff is getting worse and chip stocks are nearing a bear market
Netflix earnings and why the stock hitting a two-year low
SpaceX 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 growi...
TSMC Profit Surges 77%, SpaceX Falls Below IPO Price
Market update for Thursday July 16, 2026
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In today’s episode, Zaid covers:
SpaceX briefly falling below its $135 IPO price for the first time
TSMC’s 77% profit surge and its new $100 billion U.S. investment
UnitedHealth ripping higher after a major earnings beat and raised outlook
United Airlines falling as higher fuel costs pressure its forecast
T. rex fossil sell...
PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating
Market update for Wednesday July 15, 2026
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In today’s episode, Zaid covers:
Why cooler CPI and PPI inflation data is easing fears of another Fed rate hike
Kevin Warsh’s promise of a “regime change” at the Federal Reserve
ASML’s blowout earnings and what its order book says about the AI boom
Samsung and DeepSeek could be among the next major...
IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls
Market update for Tuesday July 14th
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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 money
IBM suffering one of its worst stock drops in decades after a disappointing sales warning
Memory and storage stocks rallying as companies prioritize AI har...
Apple Sues OpenAI for Stealing Trade Secrets, SK Hynix Gets Hammered
Market update for July 13, 2026.
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In today’s episode, Zaid covers:
A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh’s first congressional testimony as Fed chair
Apple’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 off
MGM Resorts...
How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware)
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...
Deep Dive: How Meta Plans to Make Money from AI
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.
SK Hynix Makes $26.5 Billion Nasdaq Debut, Delta Warns Airfares Aren't Coming Down
Market update for Friday July 10, 2026
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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 channelsNvidia Is Cheapest It’s Been Since 2019, Meta Tests New ‘Super’ Glasses
Market update for July 9, 2026.
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In today’s episode, Zaid covers:
Fed minutes showing officials split on whether inflation could force rate hikes
Nvidia’s $1 trillion slide and why its valuation now looks surprisingly cheap
PepsiCo earnings show weak North American demand
Cerebras and Micron rally on AI infrastructure demand
AstraZeneca slides after a drug trial miss
Me...
Apple Commits $30B to Broadcom in Chip Deal, Blue Origin Raises $10B
Market update for July 8, 2026.
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In today’s episode, Zaid covers:
Oil prices ripping higher after Trump says the U.S.-Iran ceasefire may be over
Chip stocks selling off globally as South Korea’s KOSPI enters a bear market
Apple’s $30B+ deal with Broadcom to produce billions of U.S.-made chips
Jeff Bezos’ Blue Origin raising outside money for...
SpaceX Joins Nasdaq 100 Index, Samsung Profits Surge 19x
Market update for July 7, 2026.
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In today’s episode, Zaid covers:
Oil prices falling near pre-war levels as Wall Street worries about oversupply
Samsung's profit jumped 1,800%... so why did the stock tank?
SpaceX joining the Nasdaq-100 less than a month after its IPO
Fiserv popping on talks to sell its debit-card network
Rivian drops after a share offering
...Microsoft Cuts 20% of Xbox Staff, Apple Locks In Broadcom for AI Chips
Market update for Monday July 6, 2026
Interview with Bloomberg’s Mark Gurman about Apple: (Spotify)
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In today’s episode, Zaid covers:
Microsoft cutting thousands of jobs and hitting reset on Xbox after years of gaming acquisitions
Apple extending its Broadcom chip partnership through 2031 as it builds out AI infrastructure
TeraWulf surging after landing a 20-year Anthropic data center deal
St...
Apple Is Blaming AI for Price Hikes — Here’s What Happens Next (ft. Mark Gurman)
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.
OpenAI Proposes 5% Government Stake, Apple Turns to Blacklisted Chinese Chips
Market update for Thursday July 3, 2026
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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 J...Trump’s Crypto Fortune Balloons, Meta Builds a Cloud Business
Market update for July 1, 2026.
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In today’s episode, Zaid covers:
S&P 500 and Nasdaq posting their best quarter since 2020
What investors should watch in the second half
Nike earnings, and why the stock is sliding despite beating expectations
Anthropic reaching a deal with the Trump administration to restore access to Fable and Mythos
Meta building a cloud bu...
Michael Saylor Forced to Sell Bitcoin, Supreme Court Defends Fed Independence
Market update for Tuesday June 30, 2026
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In today’s episode, Zaid covers:
Monday’s market bounce as the S&P 500 and Nasdaq snapped five-day losing streaks
The Dow hitting a record high after Alphabet officially joined the index
The Supreme Court blocking Trump’s attempt to fire Fed Governor Lisa Cook
Dronemaker AeroVironment's blowout earnings
Why Michael Saylor's Strate...
SpaceX Eyes Mobile Phone Partnership, Rocket Lab Acquires Iridium for $8B
Market update for June 29, 2026
Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)
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In today’s episode, Zaid covers:
Comcast is splitting into two companies (and why the market loved it)
SpaceX's plan to launch a Starlink mobile phone service
Rocket Lab's $8 billion acquisition of Iridium
Why Verizon stock is getting punished for its international dea...
How Databricks Became One of the World's Most Valuable AI Companies
Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also discuss the competitive race between OpenAI, Anthropic, Google, and open source AI, plus why Databricks believes its biggest opportunity is still ahead. Finally, Arsalan shares his thoughts on the company's...
Deep Dive: Why AI Is Raising the Price of Everything
Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflation problem.
Zaid also breaks down Micron’s latest earnings and why this memory shortage and AI tax could stick around for years.
OpenAI IPO Likely Delayed to 2027, Apple Jacks Up Prices to Absorb AI Shock
Market update for Friday, June 26, 2026.
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In today’s episode, Zaid covers:
Apple AND Microsoft are raising prices and what it means for the AI trade
Why OpenAI could delay their IPO
Bayer jumps on Supreme Court ruling
On Semiconductor falls on acquisition news
Fun Fact: Iren signed a $50M jersey patch deal with the Warriors
Micron’s Monster Quarter Sends Stock Ripping, Olive Garden Spoils Darden Earnings
Market update for June 25, 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:
Oil prices falling back near pre-Iran war levels and what that could mean for inflation
Micron’s monster earnings and why it may have just saved the AI trade
Qualcomm pops on AI data center push
Wendy’s meme-stock rally stays alive
Darden falls on Olive Garden weakness...
WallStreetBets Rallies Behind Wendy’s, Cerebras Flops in First Earnings Since IPO
Market update for Wednesday June 24, 2026
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In today’s episode, Zaid covers:
The global tech selloff rattling markets, and where investors are running for safety
Why Cerebras dropped in its first earnings report since going public
Why FedEx beat expectations but still got hit
Why Reddit is suddenly piling into Wendy's, and why Hertz is getting crushed
Google is...
Tech Selloff Hits Wall Street, Google Loses Two AI Stars
Market update for Tuesday June 23rd
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In today’s episode, Zaid covers:
Why tech stocks are selling off
Google just had the worst day in its history after losing two of its top AI minds to rivals
Why Meta is going all-in on $299 smart glasses
IBM rises after getting an upgrade from JPM
Qualcomm drops de...
