The Rundown

Market update for September 18, 2026 Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why stocks rallied after the Fed’s first rate hike in three years Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investors Warren Buffett stepping down as Berkshire Hathaway chairman after six decades Yeti rising on an analyst upgrade Netflix falling as Wells Fargo raises concerns about engagement Apple sweeping the Emmy Awards despite almost nobody watching their shows

Market update for September 17th Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be coming Why stocks are still holding near record highs despite higher oil, bond yields, and interest rates The SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock trading Generac surging after landing a massive Amazon data-center power deal Lennar getting squeezed by higher mortgage rates and a weakening housing market The frenzy around Starbucks Snoopy cup (and why it’s a genius business move)

Market update for September 16th Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today's episode, Zaid covers: Why the Fed’s expected rate hike may be the beginning of a new hiking cycle Mark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdown Meta’s plan for camera-free smart glasses as privacy concerns grow The Clarity Act failing in the Senate and triggers selloff across crypto stocks Intel and SK Hynix jumping on talks to manufacture memory chips in the U.S. J.B. Hunt getting hammered as surging fuel costs squeeze profits How malls became the best-performing sector in commercial real estate

Market update for September 15th Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressure Bitcoin’s late-summer rally facing two major tests from the Fed and Congress The one word from Bank of America’s CEO that rattled bank stocks Why Waystar could go private just two years after its IPO What Dave & Buster’s latest quarter says about its struggling arcade business The surprisingly high cost of owning a car before you even make the monthly payment

Market update for September 14th Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development CrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocks Chip and AI infrastructure stocks getting hammered on fears that AI development could slow How Tesla is reclaiming U.S. EV market share even while selling fewer cars

Market update for September 11, 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 sticky inflation and $100 oil just pushed Fed rate hike odds to 90% The bond market selloff driving the 10-year Treasury yield to the brink of 5% Oracle's massive cloud earnings and the wild "pre-order" strategy funding its AI buildout RH’s earnings beat and the tariff refund helping its bottom line Adobe’s earnings beat and why investors still aren’t convinced about its future in AI Why retailers are quietly killing the era of free online returns

Market update for September 10, 2026 Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: PPI inflation report puts energy prices in focus Apple unveiling its first foldable iPhone at $1,999 AeroVironment rallying after an earnings beat and growing drone backlog American Eagle sliding after a same-store sales miss as Aerie continues to drive growth An Anthropic researcher quitting over AI safety fears

Market update for September 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: $100 oil is putting inflation and macro risk back in focus The U.S.-Canada trade war escalating with new tariffs and outright import bans Meta’s new Muse AI agent and why Wall Street is suddenly excited about the company’s AI strategy Chime buying Stride Bank for $590 million as it moves more of its banking business in-house ServiceTitan getting crushed despite beating earnings expectations Hollywood’s record-breaking summer box office (with an asterisk)

Market update for September 8th Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focus Apple’s biggest iPhone event in years and the expected debut of its first foldable iPhone Qualcomm landing a major Amazon deal as it pushes deeper into AI data centers Bloom Energy joining the S&P 500 after a massive AI-powered run Novartis getting crushed after its third major drug-trial setback in a week Microsoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable

Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into $400,000 trading SPACs and eventually built a career through writing and posting online. Jack also breaks down the philosophy behind his new book, Young Money , and why he thinks young people should worry less about optimizing every dollar and more about maximizing the unique opportunities of early adulthood. Plus, he and Zaid discuss the value of making financial mistakes while the stakes are still low, building an unconventional career and knowing when to spend money on experiences instead of saving it.

Market update for September 4, 2026 Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock ( LINK ) Planet Labs CEO Interview ( YouTube ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: The surprisingly strong August jobs report and what it means for the Fed’s September rate decision Tesla’s Cybercab finally hitting the streets of Austin Lululemon’s brutal earnings and why Michael Burry is buying the stock Planet Labs surging on strong earnings while UiPath falls despite beating revenue expectations The NBA’s historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations

Market update for September 3, 2026 Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock ( LINK ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Broadcom’s latest earnings and why the stock is down more than 20% from its June peak Google avoiding a breakup of its ad-tech business Snowflake surging after strong earnings and accelerating AI demand NetApp dropping despite beating expectations and raising guidance Why Microsoft is completely changing the way it reports its financial results around AI and cloud growth

Market update for September 2, 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 bond yields are surging around the world Dell’s monster earnings, including its booming AI server business and record backlog GoPro’s surprise sale just one day after YouTuber Markiplier disclosed a huge stake in the company Uber’s 3,300 job cuts as it flattens management and ramps up investment in robotaxis Why MongoDB stock is getting crushed despite beating earnings expectations Stan Kroenke’s deal to buy the Los Angeles Angels and add yet another team to his massive sports empire

Market update for September 1, 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 September could bring more market volatility as oil prices and bond yields move higher The FTC’s lawsuit accusing Amazon of secretly inflating advertising prices Shein’s disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billion Duolingo’s analyst upgrade and why NIO shares are falling after earnings How YouTuber Markiplier became GoPro’s largest shareholder and sent the stock surging

Market update for Monday August 31, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Tim Cook Deep Dive: { YouTube )( Spotify ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumped The latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrel Tim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John Ternus GameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fears Why LIV Golf could be headed for bankruptcy

Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether today’s AI infrastructure demand can support SpaceX’s aggressive spending. Julie also breaks down MoffettNathanson’s $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.

Market update for August 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 adds $442 billion in market value in a single day What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth Why TIME left Jensen Huang off its 100 most influential people in AI list

Market update for August 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: Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem Why Salesforce is ripping higher after earnings while HP gets hammered Why young Americans are becoming increasingly skeptical of AI and worried about job losses

Market update for Wednesday August 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: OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests Nvidia’s massive earnings report tonight and why expectations are so high Abercrombie’s earnings beat and Intuit’s disappointing outlook Why LeBron James borrowed nearly $300 million against his future endorsement income

Market update for August 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: Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report Bitcoin surges back above $80,000 as the crypto comeback gains momentum Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness Is the Labubu craze already over?