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The Rundown

Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract

July 24 · 11 min · 10.9 MB
0:00-11:22

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Market update for Friday July 24, 2026.


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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