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.
333episodes
Episodes
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Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
2w ago00:10:07Summary readyMarket update for Monday July 27, 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:Markets rally as the U.S. and Iran pause fighting and oil prices retreatWhy Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure dealsD-Wave Quantum’s expanded partnership with AT&TWarner Bros. Discovery’s delayed Paramount merger and Supergirl strugglesWhy Waymo’s robotaxis are racking up parking tickets in Austin
SummaryThe AI Spending Boom Faces a Reality Check (ft. John Petrides)
2w ago00:22:19Summary readyBig Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.
SummaryDeep Dive: Did China Break the AI Trade Again?
2w ago00:17:33Summary readyIn this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.
SummaryIntel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
2w ago00:11:22Summary readyMarket update for Friday July 24, 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:Trump's new tariffs on 60 countries that took effect overnightIntel’s blowout earnings and why the chipmaker is finally benefiting from the AI boomOracle’s a $7 billion deal with the Pentagon Why American Express stock is falling despite strong consumer spending and an earnings beatHow Google’s SpaceX investment distorted their quarterly earnings
SummaryTesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors
2w ago00:10:56Summary readyMarket update for Thursday July 23, 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 are surging toward $100 and why bond yields are rising Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall StreetTesla's car sales are back, but profits fall and cash flow went negativeServiceNow’s jumps on strong growth IBM is still struggling after its brutal earnings warningFun fact: The Japanese yen just fell to its weakest level in roughly 40 years
SummaryShort Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly
3w ago00:10:54Summary readyMarket update for July 22, 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:Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressureSpaceX sets its first earnings and massive share unlock as short sellers pile inNovo Nordisk sues Eli Lilly over weight-loss drug adsSuper Micro surges on stronger margins and record AI server demandGE Vernova drops despite raising its outlookKraft partners with Mickey Mouse to recharge growth
SummaryGM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada
3w ago00:10:57Summary readyMarket update for Tuesday July 21, 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 a calm S&P 500 is hiding historic volatility beneath the market’s surfaceTrump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)How GM is growing profits while selling fewer carsWhy 3M and Nebius are surging while Equifax gets hammeredHow the World Cup boosted American hotels, bars and FIFA’s bottom line
SummaryChinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings
3w ago00:10:52Summary readyMarket update for Monday July 20, 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:Last week's brutal chip stock selloff and what it means for the AI tradeA stacked week of Big Tech earnings, with Tesla and Google on deckKimi K3, the new Chinese AI model rattling Wall StreetDomino's rising thanks to supply chain businessAMC's surprise blockbuster earnings Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office
SummaryThe Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
3w ago00:24:24Summary readyMarkets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.
SummaryDeep Dive: The Real Reason Apple Sued OpenAI
3w ago00:15:40Summary readyIn this weekend deep dive, Zaid breaks down Apple’s lawsuit against OpenAI and the wild allegations involving stolen laptops, confidential files, and Apple hardware brought to job interviews. He also looks at why Apple may be using the case to slow OpenAI’s hardware ambitions, what Sam Altman and Jony Ive are actually building, and the bad blood between Apple's next CEO John Ternus and OpenAI's hardware chief Tang Tan
Summary