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.
342episodes
Episodes
Newest firstAll episodes
Oracle Sinks on Debt Fears, OpenAI Weighs Drastic Price Cuts
Jun 1100:10:53Summary readyMarket update for Thursday June 11thCheck 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 hot PPI inflation report and escalation with IranOracle's monster quarter that still sent the stock tumbling OpenAI weighing drastic price cuts as an AI price war brews with AnthropicNavan soars on earnings while Beijing slaps down Alibaba and JD.comWhy World Cup ticket prices are falling
SummaryAnthropic Unleashes Its Most Powerful AI Model, CPI Comes In Hot
Jun 1000:10:59Summary readyMarket update for Wednesday June 10thCheck 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 heats up to 4.2% in May, the hottest reading in three years Anthropic releases Mythos 5, the AI model it once called too dangerous for the publicNvidia and Google are co-signing massive data center deals for OpenAI and Anthropic Cracker Barrel posts a surprise profit Super Micro sinks on a $7 billion stock saleFun Fact: the Knicks are making $20 million per home game at the NBA Finals
SummaryOpenAI Files for IPO, Apple Disappoints at WWDC
Jun 900:10:59Summary readyMarket update for June 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:OpenAI confidentially filing for an IPOApple unveiling Siri AI at WWDC powered by Google's Gemini technologyGSK acquiring cancer drugmaker Nuvalent for $10.6 billionVail Resorts cutting outlook for the second time this year after worst snowfall season on recordFun Fact: University endowments are about to make billions off the SpaceX IPO this Friday
SummaryApple’s WWDC Kicks Off, Google Inks $30B Deal with SpaceX
Jun 800:10:58Summary readyMarket update for Monday June, 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 triggered Friday's massive selloffApple kicks off WWDC with a make-or-break moment for Siri and its AI strategyGoogle signs a $30 billion deal with SpaceX for AI computing power ahead of the IPOCorning lands AI data center deal with AmazonWix cuts 20% of its workforce and slashes its revenue outlookFun Fact: South Korea has been the best-performing major stock market in the world this year
SummaryHow Lumentum Became a Critical Piece of the AI Boom
Jun 700:25:06Summary readyLumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.
SummaryDeep Dive: How Taiwan Became the Epicenter of AI
Jun 600:16:39Summary readyIn today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.
SummarySpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance
Jun 500:10:58Summary readyMarket update for Friday, June 5, 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:May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expectedSpaceX denied early entry into the S&P 500 ahead of biggest IPO in historyLululemon slashes full-year forecastServiceTitan surges after blowout earningsDocusign beats expectations but stock still dropsFun fact: AI bots now generate more web traffic than humans
SummaryBroadcom Plunges Despite Record Quarter, Companies Start Rationing AI
Jun 400:10:57Summary readyMarket update for Thursday June 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:Why the stock market is finally take a breather (hint: tariffs)Bitcoin keeps sliding as ETF outflows pile upBroadcom tanks despite a record quarter and huge AI chip growthAmazon signs a $4 billion AWS deal with Pinterest to power AI discoveryUnitedHealth rises after a Bank of America upgradeCrowdStrike falls after earnings as guidance disappoints investorsFun Fact: companies are starting to ration AI usage as token costs explode
SummaryGameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal
Jun 300:10:50Summary readyMarket update for Wednesday June 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.
SummaryAnthropic Files for IPO, Alphabet to Raise $80B for AI Buildout
Jun 200:10:59Summary readyMarket update for Tuesday June 2, 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:Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAIGoogle raising $80 billion by selling stock to fund its AI buildoutMarvell surging after Jensen Huang calls it a potential trillion-dollar companyShake Shack tumbling after cutting guidanceFun Fact: SoftBank overtakes Toyota as Japan’s most valuable company for the first time since the dot-com bubble
Summary