The Rundown

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.

Market update for September 18, 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:

Market update for September 17th

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:

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

Generac surging after landing a massive Amazon data-center power deal

Lennar getting squeezed by higher mortgage rates and a weakening housing market

The frenzy around Starbucks Snoopy cup (and why it’s a genius business move)

Market update for September 16th

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 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 triggers selloff across crypto stocks

Intel and SK Hynix jumping on talks to manufacture memory chips in the U.S.

J.B. Hunt getting hammered as surging fuel costs squeeze profits

How malls became the best-performing sector in commercial real estate

Market update for September 15th

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 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

Why Waystar could go private just two years after its IPO

What Dave & Buster’s latest quarter says about its struggling arcade business

The surprisingly high cost of owning a car before you even make the monthly payment

Market update for September 14th

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 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 cybersecurity stocks

Chip and AI infrastructure stocks getting hammered on fears that AI development could slow

How Tesla is reclaiming U.S. EV market share even while selling fewer cars

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 buildout

RH’s earnings beat and the tariff refund helping its bottom line

Adobe’s earnings beat and why investors still aren’t convinced about its future in AI

Why retailers are quietly killing the era of free online returns

Market update for September 10, 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:

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

An Anthropic researcher quitting over AI safety fears 

Market update for September 9, 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:

$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 moves more of its banking business in-house

ServiceTitan getting crushed despite beating earnings expectations

Hollywood’s record-breaking summer box office (with an asterisk)

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:

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 

Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neoclouds, why he believes Palantir may be one of the best companies in the world, and why Wall Street could still be misunderstanding Micron.

In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amazon, Microsoft and Google will eventually solve?

In today’s episode, Zaid covers:

OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPO

Nintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four months

Reddit joining the S&P 500, while Applied Materials falls despite strong earnings and guidance

How the New York Knicks’ championship run generated nearly $67 million in additional playoff-related revenue

Market update for Thursday August 13, 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 comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rally

Cerebras earnings and why the stock fell despite strong growth and raised guidance

Super Micro’s monster AI server forecast and Cisco’s disappointing AI outlook

The Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter’s business empire

Market update for Wednesday August 12, 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:

Market update for August 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:

The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983

Nvidia teams up with Wall Street for $500 billion to fund AI infrastructure

Anthropic targets a September or early October for IPO

Riot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delay

SpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

Market update for Monday August 10, 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:

Market update for Friday August 7, 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 surprisingly weak July jobs report and what it could mean for the Fed

Airbnb’s strong earnings and why Brian Chesky says AI is transforming the company

Google’s major AI leadership shake-up as longtime chief scientist Jeff Dean leaves

Atlassian surging as investors warm back up to software stocks

DraftKings slips after bettors won too much

SpaceX and Tesla’s enormous new Terafab chip factory planned for Texas

Market update for Thursday August 6, 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:

Market update for Wednesday August 5, 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:

Stocks hit new records as the AI trade makes a massive comeback

SpaceX reports earnings for the first time as a public company, revealing a huge AI infrastructure spending 

AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.

Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.

MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

Market update for Tuesday August 4, 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:

Market update for Monday August 3, 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:

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

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.

Market update for Friday July 31, 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:

Market update for Thursday July 30th

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 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 same-store sales improve

Carvana’s record quarter getting overshadowed by weaker-than-expected guidance

DoorDash’s plan to build its own delivery drones and take food delivery to the sky

Market update for Wednesday July 29, 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 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

One AI storage stock pops while another gets punished despite beating earnings

Somebody paid almost $1 million for Jensen Huang's leather jacket

Market update for Tuesday July 28, 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 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 reshaping search

Market update for Monday July 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:

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 Waymo’s robotaxis are racking up parking tickets in Austin

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 the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.

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.

Market update for Friday July 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:

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 consumer spending and an earnings beat

How Google’s SpaceX investment distorted their quarterly earnings

Market update for Thursday July 23, 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:

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 struggling after its brutal earnings warning

Fun fact: The Japanese yen just fell to its weakest level in roughly 40 years

Market update for July 22, 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:

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

GE Vernova drops despite raising its outlook

Kraft partners with Mickey Mouse to recharge growth 

Market update for Tuesday July 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 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 the World Cup boosted American hotels, bars and FIFA’s bottom line

Market update for Monday July 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:

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 blockbuster earnings  

Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office

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 second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.

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

Market update for July 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 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 growing concerns about its AI strategy

Apollo’s potential $3 billion Yankees deal and private equity’s growing role in sports

Market update for Thursday July 16, 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:

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 selling for a record-breaking $50.1 million

Market update for Wednesday July 15, 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 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 AI-related companies headed to public markets

PayPal’s $53 billion takeover offer 

Lucid’s bankruptcy rumor

Why New York is temporarily blocking large data centers

Market update for Tuesday July 14th

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:

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 hardware spending

Chipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?

Market update for July 13, 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:

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 jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US ticker

The record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks

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 could shape markets in the second half of the year.

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.

Market update for Friday July 10, 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:

Market update for July 9, 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:

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

Meta’s “super sensing” AI glasses are really creepy

Market update for July 8, 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:

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 the first time at a $130B valuation

Energy stocks jumping while airlines and cruise lines fall on higher fuel costs

Netflix, Disney, and YouTube eyeing World Cup rights after massive U.S. ratings

Market update for July 7, 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:

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

Netflix’s season-two problem as major shows lose huge chunks of their audience

Market update for Monday July 6, 2026

Interview with Bloomberg’s Mark Gurman about Apple: (Spotify)

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:

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

Strategy falling after selling Bitcoin to fund dividend payments

Buc-ee’s turning clean bathrooms, brisket, and Beaver Nuggets into a roadside retail empire

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.

Market update for Thursday July 3, 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:

Market update for July 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:

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 business to sell AI compute

President Trump reporting more than $1 billion in crypto-related income last year

Market update for Tuesday June 30, 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:

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 Strategy is abandoning its "never sell Bitcoin" mantra after the stock cratered 80% from its peak

Gold’s worst quarter in more than a decade, and whether a second-half comeback is still possible

Market update for June 29, 2026

Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)

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:

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 deal

Fun Fact: Microsoft is having its worst month since the dot-com crash

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 eventual IPO and what needs to happen before it goes public.

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.

Market update for Friday, June 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:

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

Market update for June 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:

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

Fun Fact: CEO pay hitting record high

Market update for Wednesday June 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 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 finally joining the Dow Jones (I still don’t care about the Dow)

Market update for Tuesday June 23rd

Check out the Public app for incredible investing tools and to support the show (LINK)

Follow us on Instagram (@TheRundownDaily) and YouTube for bonus content and instant reactions.

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 despite a $4B AI deal

Fun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it

Market update for June 22, 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:

Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operates

Why Apple says price increases are "unavoidable" and how the memory chip crisis is making all your electronics more expensive

Getty Images surges 200% on an OpenAI deal

SpaceX extends its post-IPO losing streak while launching its first-ever bond sale

Toy Story 5 shatters franchise records as Hollywood posts its best box office year since before the pandemic

Morningstar equity analyst Nicolas Owens breaks down why his team values SpaceX at just $63 per share despite the stock soaring above $200 after its IPO. We unpack the assumptions behind SpaceX's most ambitious bets, from reusable Starship launches to data centers in space and the company's growing AI ambitions. Owens also explains where he thinks investors may be getting ahead of themselves, why Starlink's opportunity could be smaller than advertised, and what milestones could ultimately justify the hype. Plus, we discuss the odds of a future Tesla–SpaceX merger and what it could mean for shareholders.

Market update for Wednesday June 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:

Kevin Warsh's first meeting as Fed Chair and why the conversation has flipped from rate cuts to rate hikes

OpenAI's leaked Q1 financials reveal surging revenue AND surging losses

Snap unveils $2,200 AR smart glasses and the stock immediately tanks

AST SpaceMobile launches three satellites aboard a SpaceX rocket

Lionsgate whipsaws on Netflix acquisition rumors

SpaceX options shatter every record in their trading debut

NOTE: No episode Thursday or Friday. The stock market is closed Friday for Juneteenth. No deep dive this weekend as well, but an interview will be posted on Sunday morning. We'll be back on Monday with a full recap of the Fed meeting.

Market update for June 16, 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.

Deep Dive: Why Google Just Raised $85B It Didn't Need

Market update for Monday June 15, 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 US and Iran reach a peace deal to reopen the Strait of Hormuz

Why the US government forced Anthropic to pull its most powerful AI model just days after launch 

SpaceX pulls off the biggest IPO in history (and just made it even bigger)

Paramount-Warner Bros. gets cleared to buy WBD

Fox buys Roku for $22 Billion

Knicks shatter merch record 

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.

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 cloud demand, the risks of overbuilding data centers, and whether this move is a smart financing decision or a warning sign that the AI trade is getting way too stretched.

Market update for Friday, June 12, 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:

What you need to know about the SpaceX IPO today

Arm rallies on a bold AI call 

Adobe sinks despite beating earnings

Fun Fact: SpaceX IPO is minting over 4,400 employee millionaires (and Elon becomes the world's first trillionaire

Market update for Thursday June 11th

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:

A hot PPI inflation report and escalation with Iran

Oracle's monster quarter that still sent the stock tumbling 

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 ticket prices are falling

Market update for Wednesday June 10th

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:

Inflation heats up to 4.2% in May, the hottest reading in three years 

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 Anthropic 

Cracker Barrel posts a surprise profit 

Super Micro sinks on a $7 billion stock sale

Fun Fact: the Knicks are making $20 million per home game at the NBA Finals

Market update for June 9, 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:

Market update for Monday June, 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:

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 workforce and slashes its revenue outlook

Fun Fact: South Korea has been the best-performing major stock market in the world this year

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 trend in networking: co-packaged optics and the future of AI connectivity.

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.

Market update for Friday, June 5, 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:

Market update for Thursday June 4, 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 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 Bank of America upgrade

CrowdStrike falls after earnings as guidance disappoints investors

Fun Fact: companies are starting to ration AI usage as token costs explode

Market update for Wednesday June 3, 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.

Market update for Tuesday June 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:

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

Fun Fact: SoftBank overtakes Toyota as Japan’s most valuable company for the first time since the dot-com bubble

Market update for June 1, 2026. 

SpaceX Valuation Deep Dive: [Spotify][YouTube]

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 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

Fun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble

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.