The Rundown

Market update for September 8th Limited 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 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 Energy joining the S&P 500 after a massive AI-powered run Novartis getting crushed after its third major drug-trial setback in a week Microsoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable

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.

Market update for September 4, 2026 Limited 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 decision Tesla’s Cybercab finally hitting the streets of Austin Lululemon’s brutal earnings and why Michael Burry is buying the stock Planet Labs surging on strong earnings while UiPath falls despite beating revenue expectations The NBA’s historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations

Market update for September 3, 2026 Limited 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 peak Google avoiding a breakup of its ad-tech business Snowflake surging after strong earnings and accelerating AI demand NetApp dropping despite beating expectations and raising guidance Why Microsoft is completely changing the way it reports its financial results around AI and cloud growth

Market update for September 2, 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 bond yields are surging around the world Dell’s monster earnings, including its booming AI server business and record backlog GoPro’s surprise sale just one day after YouTuber Markiplier disclosed a huge stake in the company Uber’s 3,300 job cuts as it flattens management and ramps up investment in robotaxis Why MongoDB stock is getting crushed despite beating earnings expectations Stan Kroenke’s deal to buy the Los Angeles Angels and add yet another team to his massive sports empire

Market update for September 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: Why September could bring more market volatility as oil prices and bond yields move higher The FTC’s lawsuit accusing Amazon of secretly inflating advertising prices Shein’s disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billion Duolingo’s analyst upgrade and why NIO shares are falling after earnings How YouTuber Markiplier became GoPro’s largest shareholder and sent the stock surging

Market update for Monday August 31, 2026 Check 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 jumped The latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrel Tim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John Ternus GameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fears Why LIV Golf could be headed for bankruptcy

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.

Market update for August 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: Nvidia’s adds $442 billion in market value in a single day What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth Why TIME left Jensen Huang off its 100 most influential people in AI list

Market update for August 27, 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: Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem Why Salesforce is ripping higher after earnings while HP gets hammered Why young Americans are becoming increasingly skeptical of AI and worried about job losses

Market update for Wednesday August 26, 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: OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests Nvidia’s massive earnings report tonight and why expectations are so high Abercrombie’s earnings beat and Intuit’s disappointing outlook Why LeBron James borrowed nearly $300 million against his future endorsement income

Market update for August 25, 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: Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report Bitcoin surges back above $80,000 as the crypto comeback gains momentum Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness Is the Labubu craze already over?

Market update for August 24, 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: The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speech The US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sight What to expect from Nvidia’s earnings report on Wednesday US Steel stocks surge from Canada tariffs Alibaba falls and the company issues new shares Fun fact: A humanoid robot that just beat Usain Bolt’s 100-meter world record

CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.

In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.

Market update for August 21, 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 Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem. China’s Unitree Robotics IPO, where the humanoid robot maker surged 460% on its first day of trading and why investors are betting robots could become the next major AI platform. Anthropic’s potential mega IPO timeline Ross Stores’ strong earnings and why bargain hunting is helping discount retailers win The Atlanta Falcons’ $10.6 billion valuation and how sports teams have become some of the hottest investment assets in the world.

Market update for August 20, 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 Treasury Secretary Scott Bessent is stepping in to push long-term Treasury yields lower What the Treasury’s bond buyback strategy means for stocks, mortgages, and borrowing costs Walmart earnings after the retailer posted its slowest U.S. sales growth in more than six years Why Bitcoin, Ethereum, Coinbase, and other crypto names are rallying Alibaba’s 75% profit plunge as AI spending surges How billions of dollars in tariff refunds are boosting corporate earnings

Market update for August 19, 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 bond yields are surging around the world, and what 5% long-term rates could mean for stocks Trump’s last-minute pause on 50% tariffs targeting Canadian goods Target’s latest earnings and whether its turnaround is actually working Moderna’s major personalized cancer vaccine breakthrough and Lowe’s disappointing outlook Why some Gen Z investors are treating sports betting like part of their long-term financial strategy

Market update for Tuesday August 18, 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 surging Treasury yields and higher oil prices are becoming a major risk for the stock market Home Depot’s earnings and what they reveal about the frozen housing market Tesla’s plan to launch its steering-wheel-free Cybercab in Austin as soon as August Duolingo’s rebound on upgrade and Baidu’s struggle to turn its AI investments into growth Why Google is paying $10 million to buy decades of Spirit Airlines’ internal business data for AI

Market update for Monday August 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 Trump administration is warning Apple not to buy memory chips from Chinese suppliers Meta’s massive legal battle over the addictive design of Instagram and Facebook Sandisk’s rally as memory stocks heat up, and L3Harris falling after abruptly replacing its CEO Ferrari’s first electric car sells for $40 million at auction