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Market update for Wednesday August 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:July inflation cools to 3.4%CoreWeave’s revenue surges and backlog grows to $130 billion Cava’s strong traffic growth as customers keep spending on pita chipsLumentum surges on booming AI data-center demand, while On Holding recovers from historic selloffFun Fact: AI computing power is becoming a tradable asset class

Market update for August 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:The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983Nvidia teams up with Wall Street for $500 billion to fund AI infrastructureAnthropic targets a September or early October for IPORiot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delaySpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

Market update for Monday August 10, 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:Berkshire Hathaway’s earnings and how Greg Abel is starting to put Warren Buffett’s massive cash pile to workMeta’s new open-weight AI models and Mark Zuckerberg’s 6,500-word AI manifestoHPE’s analyst upgrade and Intel’s $15 billion stock offeringWhy more than half of Americans now have passports, and why American tourists are flooding Europe

Market update for Friday August 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 surprisingly weak July jobs report and what it could mean for the FedAirbnb’s strong earnings and why Brian Chesky says AI is transforming the companyGoogle’s major AI leadership shake-up as longtime chief scientist Jeff Dean leavesAtlassian surging as investors warm back up to software stocksDraftKings slips after bettors won too muchSpaceX and Tesla’s enormous new Terafab chip factory planned for Texas

Market update for Thursday August 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:What the gold rally says about the dollar, bond yields and the FedDisney’s earnings beat, powered by parks, streaming and Toy Story 5Eli Lilly’s monster quarter as Mounjaro and Zepbound sales surgeDoorDash’s DashPass growth and Sandisk’s surprising post-earnings selloffWhy used electric vehicles are suddenly rising in value

Market update for Wednesday August 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:Stocks hit new records as the AI trade makes a massive comebackSpaceX 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, 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:Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of HormuzPalantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenueMcDonald’s reports mixed earnings as the company tries to fix weak U.S. trafficSnap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enoughHow OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests

Market update for Monday August 3, 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 the U.S. government stepped in to support the Japanese yenAstraZeneca’s in talk over $400 billion merger with Bristol Myers SquibbFerguson Enterprises joining the S&P 500 Roblox’s had worst day even after earnings Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

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.newsCheck 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, 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 Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI tradeWhy Apple's record quarter wasn't enough to keep the stock from slidingAmazon’s booming cloud business and its massive $220 billion AI spending planPeacock joining YouTube Premium as streaming slowly rebuilds the cable bundle