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.
272episodes
Episodes
Newest firstAll episodes
Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract
Yesterday00:10:33Summary readyMarket 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 PCsSpaceX lands two huge Space Force contracts ahead of its record-breaking IPOBerkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billionAST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocksFun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble
SummarySpotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)
Yesterday00:24:12Summary readyFresh 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.
SummaryDeep Dive: Can the SpaceX IPO Live Up to the Hype?
3d ago00:13:22Summary readyIn today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuationThe recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is. We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as exit liquidity.
SummaryDell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation
4d ago00:10:59Summary readyMarket update for Friday May 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, Zaid covers:Stocks close at record highs as Wall Street bets on an Iran peace dealDell’s stock surges after a monster quarter, with AI server sales exploding 757%Anthropic raises $65B and passes OpenAI to become the world's most valuable AI startupMovers: NetApp rips on earnings, Gap gets crushed after cutting guidanceFun Fact: US Treasury to release new $250 bill with Trump's face on it (maybe)
SummaryFed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative
5d ago00:10:56Summary readyMarket update for May 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:April PCE inflation hitting 3.8%, its hottest reading since 2023Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsAppSalesforce beat on earnings but the stock barely moves Snowflake pops on a blowout quarter and a $6B Amazon dealFun fact: just 10 companies now make up almost 40% of the entire S&P 500
SummaryNvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal
6d ago00:10:52Summary readyMarket update for Wednesday May 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:Micron crossing $1 trillion in market cap Nvidia announcing a $150 billion annual investment in TaiwanAmerican Airlines picking SpaceX's Starlink for in-flight Wi-FiLululemon ending its messy proxy battle with founder Chip WilsonZscaler stock plunging after weak guidanceHow much Knicks Finals tickets are actually going for
SummaryEli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double
1w ago00:10:58Summary readyMarket update for May 26, 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 stocks keep ripping despite bond yields flashing warning signsThe latest on the Iran war and what it all means for oil pricesEli Lilly's $4 billion vaccine shopping spree and the next-gen weight loss drug analysts are calling "surgery in a syringe"Uber's $11.6 billion bid to take over European food delivery giant Delivery HeroWhy Micron stock could double from here, according to UBSBP's surprise move to remove its chairman over "serious" conduct concernsWhy fans are roasting Ferrari's first ever EV
SummaryHow Applied Digital Became the Landlord for Big Tech’s AI Buildout
1w ago00:40:14Summary readyAI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power and compute capacity, why North Dakota unexpectedly became a hotspot for AI infrastructure, and why he believes data centers, not GPUs, will become the biggest bottleneck in AI. We also dig into the company’s explosive growth, the risks around debt and energy demand, and whether today’s AI boom could end like the dot-com bubble.
SummarySpotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal
2w ago00:10:49Summary readyMarket update for Friday May 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:Spotify stock rips after AI music deal announced on Investor DayAnthropic working on custom chip deal with MicrosoftOpenAI preparing to file for an IPO very soonZoom beats earnings, raises outlook on AI momentumTake-Two confirms GTA VI on track for November 19th launchRecord 45 million Americans traveling for Memorial Day despite $4.56 gas
SummarySpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter
2w ago00:10:34Summary readyMarket update for Thursday May 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: Nvidia's $81 billion quarter and why Wall Street wasn't impressedWhat Walmart's earnings reveal about the American consumer right nowE.l.f. Beauty is lowering prices while everyone else is raising themIntuit cuts 17% of its workforce and the stock tanksSome of the financial surprises from SpaceX’s S1 filings including $4.9 billion in losses
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