The Rundown

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**The Rundown**

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.

Latest Episodes:

Bond Yields Hit 2007 Highs, Costco Cashes In on Inflation Sep 25, 2026

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Market update for September 25, 2026

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

In today’s episode, Zaid covers:

Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worse
Costco’s strong earnings and why it’s using tariff refunds to lower prices
Akamai’s massive Anthropic compute deal and why the stock is surging
Nike’s latest downgrade as Wall Street questions how long its turnaround will take
How Public is combining prediction markets with AI tools for investors

Meta Debuts New AI Devices, Oracle Falls After Data Center Construction Faces Delays Sep 24, 2026

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Market update for September 24, 2026

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

In today’s episode, Zaid covers:

Why the bond market suddenly sold off and Treasury yields surged above 5%
Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadget
Activist investor Starboard pushing Knife River to improve margins or consider a sale
Darden falling as higher restaurant costs eat into profits
Oracle’s Project Jupiter data center running into uncertainty
Why Disney+ has gotten dramatically more expensive since its 2019 launch

Mortgage Rates Hit Highest Level in 2 Years, Meta Tests ‘Human Concierge’ for Muse Sep 23, 2026

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Market update for September 23, 2026

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

In today’s episode, Zaid covers:

Why the Nasdaq is hitting records even as AI fears spread to financial stocks
Mortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loans
The humans secretly helping Meta’s Muse AI agent make phone calls
IonQ sending quantum stocks higher after a major error-correction milestone
KB Home falling as high mortgage rates keep pressure on housing
Why Apple may owe some iPhone owners money over its delayed Siri AI rollout

Meta Stock Explodes on Muse Hit, Markets Flash Warning Not Seen Since 1999 Sep 22, 2026

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Market update for September 22, 2026

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

In today’s episode, Zaid covers:

Monday’s huge market rally (and the strange signal hiding underneath)
Meta’s Muse AI app taking off causing Amazon to block it
On Holding’s ambitious growth plans as it expands deeper into sports
Why Labcorp and Quest Diagnostics are getting hit by Medicare reimbursement changes
How a “Super El Niño” could disrupt food prices, shipping and the global economy

Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger Sep 21, 2026

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Market update for September 21, 2026

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

Interview with Matt Hougan, CIO of Bitwise: (YouTube)

In today’s episode, Zaid covers:

Why a 5% Treasury yield might actually be good news
Novo’s plan to find its next blockbusters as it tries to regain momentum against Eli Lilly
Paramount’s push to clear a major hurdle in its Warner Bros. merger
Accenture jumping after landing an AI-safety role with Anthropic
Bitcoin breaking above $85,000 as crypto stocks rally
The best-performing stock of the last 45 years (it's not a tech company)

How Tokenization Could Change Stock Trading Forever (ft. Matthew Hougan) Sep 20, 2026

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Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to rally through bad news is a powerful signal of strength. The conversation explores what could drive crypto’s next major bull market and whether Bitcoin is finally beginning to behave like digital gold.

Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You) Sep 18, 2026

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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)

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

Fed Kicks Off New Hiking Cycle, SEC Greenlights Tokenized Stocks Sep 17, 2026

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Market update for September 17th

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

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)

Zuckerberg Rejects AI Slowdown, Fed Expected to Start Hiking Cycle Sep 16, 2026

Show notes

Market update for September 16th

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

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

10-Year Treasury Yield Hits 5%, Bitcoin Rally Hits a Wall Sep 15, 2026

Show notes

Market update for September 15th

Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)

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

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