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Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflation problem. Zaid also breaks down Micron’s latest earnings and why this memory shortage and AI tax could stick around for years.

Market update for Friday, June 26, 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:Apple AND Microsoft are raising prices and what it means for the AI tradeWhy OpenAI could delay their IPOBayer jumps on Supreme Court rulingOn Semiconductor falls on acquisition news Fun Fact: Iren signed a $50M jersey patch deal with the Warriors

Market update for June 25, 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 falling back near pre-Iran war levels and what that could mean for inflationMicron’s monster earnings and why it may have just saved the AI tradeQualcomm pops on AI data center pushWendy’s meme-stock rally stays alive Darden falls on Olive Garden weaknessFun Fact: CEO pay hitting record high

Market update for Wednesday June 24, 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 global tech selloff rattling markets, and where investors are running for safetyWhy Cerebras dropped in its first earnings report since going publicWhy FedEx beat expectations but still got hitWhy Reddit is suddenly piling into Wendy's, and why Hertz is getting crushedGoogle is finally joining the Dow Jones (I still don’t care about the Dow)

Market update for Tuesday June 23rdCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) and YouTube for bonus content and instant reactions.In today’s episode, Zaid covers:Why tech stocks are selling offGoogle just had the worst day in its history after losing two of its top AI minds to rivalsWhy Meta is going all-in on $299 smart glassesIBM rises after getting an upgrade from JPMQualcomm drops despite a $4B AI dealFun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it

Market update for June 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:Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operatesWhy Apple says price increases are "unavoidable" and how the memory chip crisis is making all your electronics more expensiveGetty Images surges 200% on an OpenAI dealSpaceX extends its post-IPO losing streak while launching its first-ever bond saleToy Story 5 shatters franchise records as Hollywood posts its best box office year since before the pandemic

Morningstar equity analyst Nicolas Owens breaks down why his team values SpaceX at just $63 per share despite the stock soaring above $200 after its IPO. We unpack the assumptions behind SpaceX's most ambitious bets, from reusable Starship launches to data centers in space and the company's growing AI ambitions. Owens also explains where he thinks investors may be getting ahead of themselves, why Starlink's opportunity could be smaller than advertised, and what milestones could ultimately justify the hype. Plus, we discuss the odds of a future Tesla–SpaceX merger and what it could mean for shareholders.

Market update for Wednesday June 17, 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:Kevin Warsh's first meeting as Fed Chair and why the conversation has flipped from rate cuts to rate hikesOpenAI's leaked Q1 financials reveal surging revenue AND surging lossesSnap unveils $2,200 AR smart glasses and the stock immediately tanksAST SpaceMobile launches three satellites aboard a SpaceX rocketLionsgate whipsaws on Netflix acquisition rumorsSpaceX options shatter every record in their trading debutNOTE: No episode Thursday or Friday. The stock market is closed Friday for Juneteenth. No deep dive this weekend as well, but an interview will be posted on Sunday morning. We'll be back on Monday with a full recap of the Fed meeting.

Market update for June 16, 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.Deep Dive: Why Google Just Raised $85B It Didn't Need

Market update for Monday June 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:The US and Iran reach a peace deal to reopen the Strait of HormuzWhy the US government forced Anthropic to pull its most powerful AI model just days after launch SpaceX pulls off the biggest IPO in history (and just made it even bigger)Paramount-Warner Bros. gets cleared to buy WBDFox buys Roku for $22 BillionKnicks shatter merch record