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The Rundown · 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

0:00-10:58

transcript

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show notes

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

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