The Rundown
- Episodes
- 862
- Released
- daily
- Latest episode
- Nov 13, 2026
About the podcast
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.
Episodes 862
Could Jensen’s Exit Actually Be Good for Nvidia?
Market update for November 13, 2026Limited 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 …
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Market update for November 13, 2026
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In today’s episode, Zaid covers:
wholesale inflation hits a 4-year high
Life after Jensen: disaster for Nvidia, or a blessing in disguise?
Cerebras crushes earnings and lands a big new customer
A global outage takes down Microsoft’s Outlook and Teams
The surprising customers driving the toy sales boom
Jensen Huang Resigns as Nvidia CEO After Second Affair Uncovered
Market update for November 12, 2026Limited 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 …
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Market update for November 12, 2026
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In today’s episode, Zaid covers:
Jensen Huang resigns as Nvidia CEO, and what led to his exit
AMD and Broadcom rally on the Nvidia fallout
Why Nebius is getting crushed despite a huge revenue beat
Why United Airlines is blocking AI agents from booking your flights
CoreWeave Earnings Calms AI Fears, Nvidia Investigation Gets Messier
Market update for November 11, 2026Limited 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 …
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Market update for November 11, 2026
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In today’s episode, Zaid covers:
Why investors are paying a premium for stocks like Walmart over tech
CoreWeave’s earnings rally and the debt question facing its AI buildout
The latest developments in Nvidia’s investigation into Jensen Huang
Why Hims & Hers shares fell after earnings
What shoppers are buying during China’s massive Singles’ Day event
Anthropic’s IPO Valuation Gets a Haircut, Inflation Comes In Hot
Market update for November 10thLimited 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 …
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Market update for November 10th
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In today’s episode, Zaid covers:
Why a hotter-than-expected inflation report has investors bracing for a bigger Fed rate hike
Anthropic’s IPO price range, and why the valuation came in lower than expected
Take-Two climbs ahead of the GTA 6 launch
Rocket Lab’s growing backlog and falling stock
What’s behind On Holding’s post-earnings slide
The $10 billion TV franchise nobody talks about
Nvidia Investigates CEO Over Chinese Spy Affair, Tesla Pulls the Plug on the Cybertruck
Market update for November 9, 2026Limited 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 …
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Market update for November 9, 2026
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In today’s episode, Zaid covers:
Nvidia’s Board launches investigation into Jensen Huang
Constellation Energy’s earnings and the outlook for data-center power demand
AMD’s upgrade and a potential opening in the chip race
Monday.com’s earnings beat and the forecast that disappointed investors
Why Tesla is winding down Cybertruck production
AI Stocks Attempt to Rebound After Historic Selloff, Jobs Report Shocks Wall Street
Market update for November 6, 2026Limited 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 …
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Market update for November 6, 2026
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In today’s episode, Zaid covers:
The AI selloff that dragged the entire market lower
A surprise in the October jobs report and what it means for the Fed
Earnings from Cloudflare, IREN, Airbnb, Lyft and DraftKings
Just how big the global anime business has become
Why the Midterms Might Be Good for Big Tech, CVS Is Breaking Up
Market update for November 5, 2026Limited 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 …
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Market update for November 5, 2026
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In today’s episode, Zaid covers:
Why stocks rallied after the midterms, and why the results might be secretly good news for Big Tech
Why CVS is breaking itself up into two companies
Earnings recap from AppLovin, Figma, Qualcomm, Cava and Snap
Apollo becoming one of the biggest owners of AI chips in the world
Midterm Results Could Shake Up the AI Trade, AMD’s Blowout Quarter Can’t Lift Stock
Market update for November 4, 2026Limited 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 …
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Market update for November 4, 2026
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In today’s episode, Zaid covers:
How the market reacted to the midterm results, and what they could mean for AI data centers
Why AMD’s blowout quarter wasn’t enough to keep the stock green
Earnings recap from McDonald’s, Novo Nordisk, Uber and Duolingo
Why Iceland’s Blue Lagoon is preparing to go public
Apple’s Profits Under Pressure from AI, Palantir Stock Drops Despite Soaring Revenue
Market update for November 3, 2026Limited 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 …
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Market update for November 3, 2026
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In today’s episode, Zaid covers:
- The Nasdaq hits correction territory
- How the AI boom is squeezing Apple’s profits
- Palantir’s monster quarter and Wall Street’s reaction
- Ferrari’s surprising earnings boost
- Shopify’s rare miss and what’s behind the selloff
- What history says about stocks after midterm elections—and what makes this year different
Why Marvell Just Spent $115 Billion On Lasers
Market update for November 2, 2026Limited 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 …
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Market update for November 2, 2026
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In today’s episode, Zaid covers:
Why October’s tech selloff is hiding a healthy stock market
Marvell’s $115 billion all-stock deal to buy Lumentum
EchoStar jumps on a report that SpaceX could buy Boost Mobile
Marriott and Estée Lauder beat earnings and raise their outlooks
CrowdStrike and Rivian rise after analyst upgrades
Amazon and Google’s Mounting Cash Burn Doesn’t Break the Bull Case
Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its …
Show notes
Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its earnings selloff, while Google could face several more quarters of pressure. He makes the case that AI search could eventually become even more lucrative than traditional search, despite the growing pains. They also discuss what could restore confidence in Big Tech’s spending spree and what Anthropic’s IPO filing reveals about the economics of AI.
Amazon’s Spending Spooks Wall Street, Intel Craters As Q4 Outlook Disappoints
In today’s episode, Zaid covers:Amazon’s booming cloud business and its massive AI bill.Intel’s earnings reveal a problem for the PC market.Rivian’s new SUV gives the EV maker a boost.Reddit faces a growing …
Show notes
In today’s episode, Zaid covers:
Amazon’s booming cloud business and its massive AI bill.
Intel’s earnings reveal a problem for the PC market.
Rivian’s new SUV gives the EV maker a boost.
Reddit faces a growing Google problem.
Pinterest’s disappointing holiday outlook.
Roblox loses users and engagement
Sandisk’s earnings beat isn’t enough for investors.
GM makes move to Nasdaq after 115 years on the NYSE.
Google On Track for Worst Post-Earnings Drop Ever, Microsoft Hits Record Profits
Market update for October 29, 2026Limited 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 …
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Market update for October 29, 2026
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In today’s episode, Zaid covers:
The Fed’s latest rate decision and Kevin Warsh’s surprise calendar change.
Why Google’s earnings sent its stock tumbling despite booming cloud growth.
What Microsoft’s results reveal about the cost of the AI buildout.
What DoorDash’s Instacart deal means for grocery delivery.
What’s driving another big quarter for Eli Lilly.
Why Chipotle shares rose despite an earnings miss.
What sent ServiceNow shares sliding after earnings.
How Anthropic’s cash pile stacks up against the biggest names in tech.
Anthropic’s IPO Filing Sparks an AI Rally, Wendy’s Could Go Private
Market update for October 28, 2026Limited 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 …
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Market update for October 28, 2026
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In today’s episode, Zaid covers:
Why Anthropic’s IPO filing gave AI stocks a boost.
What Visa’s earnings reveal about consumer spending.
Why Wendy’s could be going private.
Vertiv’s big earnings report and what it says about AI infrastructure.
What’s behind Robinhood’s earnings slump.
Why Instagram and TikTok are making a play for your TV.
What Anthropic’s IPO Filing Reveals About Its Financial Health
Market update for October 27, 2026Limited 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 …
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Market update for October 27, 2026
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In today’s episode, Zaid covers:
Tech stocks bouncing back ahead of a big week for the Fed and earnings.
What Anthropic’s IPO filing reveals about its growth, losses, and massive AI commitments.
Why JetBlue shares are climbing despite another quarterly loss.
What’s behind Whirlpool’s disappointing outlook.
Why Halloween candy is getting so expensive.
Elon Says 200 AI Companies Won’t Survive, Meta Sells $95 Billion in Stock
Market update for October 26, 2026Limited 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 …
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Market update for October 26, 2026
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In today’s episode, Zaid covers:
Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.
Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.
Meta’s plan to raise up to $95 billion
Ross rallying as Wall Street bets on bargain hunters.
Verizon fell despite strong subscriber growth and an Amazon deal.
Luxury brands losing billions, and what it reveals about the K-shaped economy.
SpaceX Wants to Sell You a Phone Plan (Are They Doing Too Much?)
Market update for October 23, 2026Limited 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 …
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Market update for October 23, 2026
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In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds
SpaceX’s push for 80,000 cell sites, Crown Castle’s rally
Moderna’s stock plunged despite promising cancer-vaccine results.
Why Hoka and Ugg owner Deckers is resisting discounting.
Western Digital’s strong earnings and investors’ lingering AI worries.
Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers.
Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.
Meta’s AI Bill Keeps Growing, Tesla Spending Cuts Raise Doubts
Market update for October 22, 2026Limited 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 …
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Market update for October 22, 2026
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In today’s episode, Zaid covers:
Why investors are buying more protection against Big Tech’s debt.
Tesla’s earnings, and why spending less has Wall Street worried.
Meta’s growing AI bill and whether Muse can buy Zuck more time.
Spotify’s upbeat profit forecast and its potential as an AI winner.
Why IBM’s earnings beat wasn’t enough to convince investors.
Adidas’s World Cup marketing gamble and its record quarter.
SpaceX Turns a Profit, Netflix Runs Out of Growth Levers
Market update for Wednesday October 21, 2026Limited 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 …
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Market update for Wednesday October 21, 2026
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In today’s episode, Zaid covers:
Why the market rally is finding support outside tech despite high oil prices.
SpaceX’s AI boom, its massive spending bill, and Elon Musk’s latest Tesla merger push.
Netflix’s advertising setback, and where its next wave of growth could come from.
Super Micro’s surprise sales update and what it signals about AI demand.
Why AT&T’s earnings beat, higher outlook, and buybacks weren’t enough for investors.
Eric Schmidt’s early Anthropic bet and the surprises inside the draft IPO filing.
GM Tanks Despite Earnings Beat, Walmart Takes On Costco
Market update for October 20, 2026Limited 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 …
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Market update for October 20, 2026
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In today’s episode, Zaid covers:
The AI rally’s share-supply problem, fading buybacks and rising oil prices.
Apple’s next product event and the long wait for its foldable iPhone Duo.
Why GM’s earnings beat and massive buyback couldn’t stop its stock from sliding.
3M’s Amazon deal and its growing role in AI data centers.
Why GE Aerospace’s stronger earnings weren’t enough for investors.
Walmart’s new membership bundle (and why Zaid is reconsidering Costco)
Elon Promises Kids SpaceX Stock, AI Stocks Face a Reality Check
Market update for October 19, 2026Limited 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 …
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Market update for October 19, 2026
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In today’s episode, Zaid covers:
The AI stock selloff, and why he thinks the shakeout could be healthy
Anthropic’s public benefit fund and the debate over sharing AI’s wealth
Elon Musk’s SpaceX stock promise and the billionaire push to fund kids’ investments
Cleveland-Cliffs’ earnings rebound and surprisingly strong 2027 outlook
Intel’s upgrade, with a price target that raises eyebrows
Harvard’s huge investing year and its outsized SpaceX bet
AI Is Driving Profits Higher, but It’s Not the Whole Story (ft. Nasdaq Chief Economist)
Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising …
Show notes
Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising rates haven't slowed the spending, how earnings growth is spreading beyond big tech, and what's keeping smaller companies from going public.
Tesla’s Roadster Takes Flight, Netflix Shakes Up Its Leadership
Market update for October 16, 2026Limited 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 …
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Market update for October 16, 2026
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In today’s episode, Zaid covers:
Wall Street’s dramatic comeback, and why the AI trade still looks shaky
Tesla’s airborne Roadster and the growing SpaceX merger speculation
Netflix’s layoffs, leadership shakeup and search for its next growth engine
Alcoa’s earnings beat, and the challenge beneath the rebound
Strategy’s index-removal risk and the billions in potential selling
KFC ditching Pepsi for Coke, and the corporate history behind the breakup
CoreWeave’s Debt Scare Rattles AI Stocks, TSMC Posts Another Record Quarter
Market update for October 15, 2026Interview with Coreweave’s Cofounder Brannin McBee [YouTube]Interview with Gil Luria [YouTube]Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in …
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Market update for October 15, 2026
Interview with Coreweave’s Cofounder Brannin McBee [YouTube]
Interview with Gil Luria [YouTube]
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In today’s episode, Zaid covers:
Why stocks had their worst day since July,
CoreWeave’s bonds fall into distress
TSMC’s record profits and potential Texas expansion
Walmart’s upgrade and unexpected advantage in AI shopping
Rocket Lab’s latest setback for its bigger rocket
Berkshire Hathaway’s surprising bet on Bending Spoons
OpenAI Engineer Arrested for Spying, September CPI Comes In Hot
Market update for October 14, 2026Limited 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 …
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Market update for October 14, 2026
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In today’s episode, Zaid covers:
Hotter inflation, rising Fed hike odds, and a market counting on strong earnings
The FBI arrest of an OpenAI engineer accused of hiding a microphone in the office
What ASML’s earnings reveal about demand for AI chips
Why money keeps pouring into BlackRock
Bank of America’s costly compliance failures and disappointing quarter
Why Bumble is breaking up with Wall Street
Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI
EPISODE DESCRIPTION:Market update for October 13, 2026Limited 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 …
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EPISODE DESCRIPTION:
Market update for October 13, 2026
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In today’s episode, Zaid covers:
Why chip stocks are sliding as the market leans on a few big winners
What JPMorgan, Goldman Sachs, Citigroup and Wells Fargo reveal about banks and consumers
The catch behind Meta’s smarter Muse AI model
What’s fueling UnitedHealth’s comeback
Why Domino’s investors aren’t celebrating better-than-expected earnings
Why a new generation is rediscovering Tamagotchi
Amazon Eyes $7B AI Deal, Starbucks Denies Chipotle Takeover
Market update for October 12, 2026Limited 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 …
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Market update for October 12, 2026
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In today’s episode, Zaid covers:
Why big tech keeps winning while smaller companies feel the pain of higher rates
The AI startup Amazon reportedly wants, and what it has to do with Nvidia
Starbucks responds to the Chipotle takeover chatter
A bitcoin miner turned AI landlord, and a new memory-chip rival out of China
Why Hollywood can’t get enough of cheap horror movies
Why This Market Refuses to Break (ft. Jason Ware)
Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could …
Show notes
Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the challenge of valuing Anthropic ahead of a potential IPO.
SpaceX Takes Aim at Phone Carriers, Starbucks Explores Chipotle Takeover
Market update for October 9, 2026Limited 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 …
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Market update for October 9, 2026
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In today’s episode, Zaid covers:
Why OpenAI’s revenue numbers rattled AI stocks
SpaceX’s wireless ambitions and the selloff in phone-carrier stocks
Why Starbucks is exploring a Chipotle takeover
Lumentum’s rally as AI customers reserve supplies years ahead
Delta’s profit warning as fuel costs and airfares climb
What Spotify is paying for in its renewed Joe Rogan deal
Paramount-Warner Deal Closes with $79B in Debt, Pepsi Cuts Its Outlook
Market update for October 8, 2026Limited 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 …
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Market update for October 8, 2026
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In today’s episode, Zaid covers:
What the highest Treasury yields since 2002 are doing to stock prices
Why PepsiCo lowered its outlook even after beating estimates
Paramount and Warner Bros. finally become one company, and the bill comes due
Palantir gets an upgrade from Goldman Sachs
Levi's earnings get a boost from tariff refunds
Webull slides after a House report on its ties to China
Halloween's biggest spending category (hint: it's not candy)
These are the latest 40 of 862 episodes. You’ll find older episodes in the podcast’s feed.
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