The Rundown

Public.com

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.

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20 episodes
Updated Yesterday

Episodes20

Newest first

Yesterday · 11 min
Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem
Market update for Tuesday August 4, 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: Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests
Monday · 10 min
The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger
Market update for Monday August 3, 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 the U.S. government stepped in to support the Japanese yen AstraZeneca’s in talk over $400 billion merger with Bristol Myers Squibb Ferguson Enterprises joining the S&P 500 Roblox’s had worst day even after earnings Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record
Sunday · 25 min
Who's Actually Winning the AI Race? (ft. Alex Heath)
Alex Heath returns to the show to talk about all things AI. In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end. Subscribe to Alex's newsletter, Sources: https://sources.news 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.
Friday · 13 min
Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout
Market update for Friday July 31, 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: The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade Why Apple's record quarter wasn't enough to keep the stock from sliding Amazon’s booming cloud business and its massive $220 billion AI spending plan Peacock joining YouTube Premium as streaming slowly rebuilds the cable bundle
Thursday · 12 min
Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
Market update for Thursday July 30th 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 the bond market is already questioning Kevin Warsh’s credibility Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve Carvana’s record quarter getting overshadowed by weaker-than-expected guidance DoorDash’s plan to build its own delivery drones and take food delivery to the sky
July 29 · 10 min
SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers
Market update for Wednesday July 29, 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: The Fed's biggest decision in years (a rate HIKE is actually on the table) Iran attacks US forces overnight and oil spikes back toward $90 Ford raises its outlook again thanks to America's gas guzzler obsession SK Hynix posts a $42 billion quarter... and the stock still drops One AI storage stock pops while another gets punished despite beating earnings Somebody paid almost $1 million for Jensen Huang's leather jacket
July 28 · 10 min
Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
Market update for Tuesday July 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: The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff How Google’s AI Overviews are reshaping search
July 27 · 10 min
Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
Market update for Monday July 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: Markets rally as the U.S. and Iran pause fighting and oil prices retreat Why Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure deals D-Wave Quantum’s expanded partnership with AT&T Warner Bros. Discovery’s delayed Paramount merger and Supergirl struggles Why Waymo’s robotaxis are racking up parking tickets in Austin
July 26 · 22 min
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Big 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.
July 25 · 17 min
Deep Dive: Did China Break the AI Trade Again?
In 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.
July 24 · 11 min
Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
Market 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 overnight Intel’s blowout earnings and why the chipmaker is finally benefiting from the AI boom Oracle’s a $7 billion deal with the Pentagon Why American Express stock is falling despite strong consumer spending and an earnings beat How Google’s SpaceX investment distorted their quarterly earnings
July 23 · 10 min
Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors
Market update for Thursday July 23, 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 are surging toward $100 and why bond yields are rising Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall Street Tesla's car sales are back, but profits fall and cash flow went negative ServiceNow’s jumps on strong growth IBM is still struggling after its brutal earnings warning Fun fact: The Japanese yen just fell to its weakest level in roughly 40 years
July 22 · 10 min
Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly
Market update for July 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: Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressure SpaceX sets its first earnings and massive share unlock as short sellers pile in Novo Nordisk sues Eli Lilly over weight-loss drug ads Super Micro surges on stronger margins and record AI server demand GE Vernova drops despite raising its outlook Kraft partners with Mickey Mouse to recharge growth
July 21 · 10 min
GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada
Market update for Tuesday July 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: Why a calm S&P 500 is hiding historic volatility beneath the market’s surface Trump’s new 50% tariffs on certain Canadian goods (and the looming legal fight) How GM is growing profits while selling fewer cars Why 3M and Nebius are surging while Equifax gets hammered How the World Cup boosted American hotels, bars and FIFA’s bottom line
July 20 · 10 min
Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings
Market update for Monday July 20, 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: Last week's brutal chip stock selloff and what it means for the AI trade A stacked week of Big Tech earnings, with Tesla and Google on deck Kimi K3, the new Chinese AI model rattling Wall Street Domino's rising thanks to supply chain business AMC's surprise blockbuster earnings Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office
July 19 · 24 min
The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)
Markets 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.
July 18 · 15 min
Deep Dive: The Real Reason Apple Sued OpenAI
In 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
July 17 · 10 min
Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch
Market update for July 17, 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 the tech selloff is getting worse and chip stocks are nearing a bear market Netflix earnings and why the stock hitting a two-year low SpaceX stock keeps falling after an aborted Starship launch (and what it means for the IPO market) Google’s delayed Gemini 3.5 Pro model and growing concerns about its AI strategy Apollo’s potential $3 billion Yankees deal and private equity’s growing role in sports
July 16 · 10 min
TSMC Profit Surges 77%, SpaceX Falls Below IPO Price
Market update for Thursday July 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. In today’s episode, Zaid covers: SpaceX briefly falling below its $135 IPO price for the first time TSMC’s 77% profit surge and its new $100 billion U.S. investment UnitedHealth ripping higher after a major earnings beat and raised outlook United Airlines falling as higher fuel costs pressure its forecast T. rex fossil selling for a record-breaking $50.1 million
July 15 · 10 min
PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating
Market update for Wednesday July 15, 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 cooler CPI and PPI inflation data is easing fears of another Fed rate hike Kevin Warsh’s promise of a “regime change” at the Federal Reserve ASML’s blowout earnings and what its order book says about the AI boom Samsung and DeepSeek could be among the next major AI-related companies headed to public markets PayPal’s $53 billion takeover offer Lucid’s bankruptcy rumor Why New York is temporarily blocking large data centers