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The Rundown · July 31 · 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

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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
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