Podcast
The Rundown
Hosted by Public.com · EN
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.
313episodes
Episodes
Newest firstAll episodes
Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch
Today00:10:54Summary readyMarket 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 marketNetflix earnings and why the stock hitting a two-year lowSpaceX 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 strategyApollo’s potential $3 billion Yankees deal and private equity’s growing role in sports
SummaryTSMC Profit Surges 77%, SpaceX Falls Below IPO Price
Yesterday00:10:12Summary readyMarket update for Thursday July 16, 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:SpaceX briefly falling below its $135 IPO price for the first timeTSMC’s 77% profit surge and its new $100 billion U.S. investmentUnitedHealth ripping higher after a major earnings beat and raised outlookUnited Airlines falling as higher fuel costs pressure its forecastT. rex fossil selling for a record-breaking $50.1 million
SummaryPayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating
2d ago00:10:58Summary readyMarket update for Wednesday July 15, 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 cooler CPI and PPI inflation data is easing fears of another Fed rate hikeKevin Warsh’s promise of a “regime change” at the Federal ReserveASML’s blowout earnings and what its order book says about the AI boomSamsung and DeepSeek could be among the next major AI-related companies headed to public marketsPayPal’s $53 billion takeover offer Lucid’s bankruptcy rumorWhy New York is temporarily blocking large data centers
SummaryIBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls
3d ago00:10:51Summary readyMarket update for Tuesday July 14thCheck 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 moneyIBM suffering one of its worst stock drops in decades after a disappointing sales warningMemory and storage stocks rallying as companies prioritize AI hardware spendingChipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?
SummaryApple Sues OpenAI for Stealing Trade Secrets, SK Hynix Gets Hammered
4d ago00:09:48Summary readyMarket 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 chairApple’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 offMGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US tickerThe record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks
SummaryHow Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware)
5d ago00:25:24Summary readyJason 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.
SummaryDeep Dive: How Meta Plans to Make Money from AI
6d ago00:11:07Summary readyIn 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.
SummarySK Hynix Makes $26.5 Billion Nasdaq Debut, Delta Warns Airfares Aren't Coming Down
1w ago00:10:24Summary readyMarket update for Friday July 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:SK Hynix pulls off the biggest US debut by a foreign company in historyCircle just got the greenlight to become a bank... sort ofWhy WD-40 shares are surging after a monster quarterWhy Delta stock is falling despite strong earningsWhy Netflix is slowly rebuilding cable with live TV channels
SummaryNvidia Is Cheapest It’s Been Since 2019, Meta Tests New ‘Super’ Glasses
1w ago00:10:51Summary readyMarket 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 hikesNvidia’s $1 trillion slide and why its valuation now looks surprisingly cheapPepsiCo earnings show weak North American demandCerebras and Micron rally on AI infrastructure demandAstraZeneca slides after a drug trial missMeta’s “super sensing” AI glasses are really creepy
SummaryApple Commits $30B to Broadcom in Chip Deal, Blue Origin Raises $10B
1w ago00:09:28Summary readyMarket 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 overChip stocks selling off globally as South Korea’s KOSPI enters a bear marketApple’s $30B+ deal with Broadcom to produce billions of U.S.-made chipsJeff Bezos’ Blue Origin raising outside money for the first time at a $130B valuationEnergy stocks jumping while airlines and cruise lines fall on higher fuel costsNetflix, Disney, and YouTube eyeing World Cup rights after massive U.S. ratings
Summary