The Rundown

Market update for Thursday May 14, 2026Check 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 confirmation as Fed Chair and why hot inflation could complicate rate cutsNvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limboCerebras’ massive AI chip IPO and what it says about investor appetite for the AI tradeCisco soaring on AI data center demand and stronger networking revenueDoximity plunging after weak guidance disappoints Wall StreetMicron overtaking Nvidia as the most heavily traded stock in the market

Market update for Wednesday May 13, 2026Check 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:PPI inflation surges 6%, blowing past expectationsTrump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and moreAmazon kills Rufus chatbot, launches Alexa for ShoppingWolfspeed surges 23% on power chip hypeBirkenstock misses earnings as Iran war hits sandal salesYou’ll soon be able to trade futures tied to AI computing power and GPU rental prices

Market update for Tuesday May 12, 2026Check 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:April CPI coming in hot at 3.8%, the highest inflation reading since May 2023eBay rejecting GameStop’s $55B+ takeover offerCerebras raising its IPO price range as AI chip demand heats upWendy’s stock surging on reports Nelson Peltz may pursue a take-private bidHims & Hers shares falling after its GLP-1 pivot comes with higher costsNetflix revealing it spent $135B on films and TV shows over the past decade

Market update for Monday May 11, 2026Check 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 Moderna and other pharma stocks are surging on hantavirus headlinesCircle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and othersMonday.com’s earnings beat thanks to AI pushNintendo’s stock drop after a Switch 2 price hike and weak sales forecastWhy the New York Knicks could eventually become their own publicly traded company

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than building them on Earth. Plus, Will explains Planet’s partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most people realize.

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall.Check out our Sandisk deep dive: [YouTube][Spotify]

Market update for Friday May 8, 2026Check 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 April jobs report: 115,000 jobs added, unemployment steady at 4.3%CoreWeave sinking after earnings as AI infrastructure costs keep climbingIREN jumping on a major Nvidia-backed AI infrastructure dealLime filing for  IPO at a potential $2 billion valuationRocket Lab rising after strong revenue, backlog growth, and progress on NeutronCloudflare cutting 20% of its workforce as it shifts toward agentic AINintendo raising Switch 2 prices as AI-driven chip demand makes gaming more expensive

Market update for Thursday May 7, 2026Check 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 two reasons stocks keep ripping higher McDonald’s earnings beat and why its value push is workingAnthropic signing a major compute deal with SpaceX to power ClaudeDoorDash jumping on strong order-value guidanceSnap falling after ad headwinds and the end of its Perplexity AI dealThe Sphere becoming the highest-grossing arena in the world

Market update for Wednesday May 6, 2026Check 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 plunge as reports suggest the U.S. and Iran are closing in on a deal to end the warAMD’s blowout earnings, including surging data center revenueDisney beats across the board in new CEO Josh D'Amaro's first earnings reportUber rising after stronger-than-expected bookings guidance and continued delivery growthNvidia investing in Corning as fiber optics become a bigger part of the AI data center buildoutLucid falling after a weak quarter, flat deliveries, and suspended production guidanceAmazon opening up its massive logistics network to outside businesses

Market update for Tuesday May 5, 2026Check 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: Bitcoin crossing back above $80KPalantir crushing earnings, but investors question the valuationApple talking to Intel and Samsung to build chips in the U.S.Pinterest surging after a strong earnings report and upbeat guidanceDuolingo dropping as bookings growth slowsMichael Burry dumping GameStop after its wild bid for eBayThe Devil Wears Prada 2 proving millennial nostalgia is big business at the box office

Market update for Monday May 4, 2026Check 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 earnings are pushing stocks higher Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare pricesHighlights from the first Berkshire Hathaway annual meeting without Warren Buffett on stageGameStop making a wild $56 billion offer to buy eBay

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they could reshape financial advice. Plus, a look at prediction markets, the evolution of retail investing, and where the industry is headed next—including a tease of Public’s upcoming “free money” feature.

In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.

Market update for Friday May 1, 2026Check 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:Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April)PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices from the Iran warApple reports a monster quarter thanks to iPhone 17 lineupAnthropic in talks to raise money at a $900 billion valuationReddit stock pops after revenue jumps 69% and profits soar nearly 8xRoblox gets crushed after child safety measures slow user growthSaudi Arabia pulls funding from LIV Golf

Market update for Thursday April 30, 2026Check 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:Jerome Powell's last Fed meeting and what comes nextGoogle crushes earnings, cloud revenue surges 63% to $20BAmazon's AWS grows 28%, fastest pace in nearly four yearsMicrosoft beats estimates but stock drops as cloud momentum stallsMeta revenue jumps 33% but stock tanks on raised AI spending and user declineEli Lilly blows past estimates, Zepbound and Mounjaro sales skyrocketFun fact; 69% of Polymarket traders are losing money

Market update for Wednesday April 29Check 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:Oil prices rip higher for a 7th straight dayThe UAE quits OPEC. what it means for oil prices and the future of the cartelStarbucks crushes earnings and raises its full-year outlookVisa beats across the board as consumer spending stays resilientRobinhood misses estimates as crypto revenue plunges 47%Disney decides to keep ESPN

Market update for Tuesday April 28, 2026Check 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:OpenAI misses key revenue and user growth targets, raising questions about its massive spending plans and IPO timelineGoogle signs a classified AI deal with the Pentagon, joining OpenAI and xAICoca-Cola beats earnings and raises guidance as volume growth returnsSpotify tanks after weak guidance overshadows a solid quarterThe World Cup is expected to boost global beer sales by one billion pints this summer