The Rundown

Latest Episodes:

Deep Dive: Why Google Just Raised $85 Billion It Didn't Need Jun 13, 2026

Show notes

Google just raised roughly $85 billion by selling stock — even though the company is already sitting on a mountain of cash and generating massive cash flow.

So why would one of the richest companies on Earth sell shares for the first time in nearly two decades?

In this weekend's deep dive, Zaid breaks down Google’s record-breaking stock sale, why the company may have chosen equity instead of taking on more debt, and how its massive AI infrastructure spending is changing the math for Big Tech.

We also dig into Google’s AI buildout, its cloud demand, the risks of overbuilding data centers, and whether this move is a smart financing decision or a warning sign that the AI trade is getting way too stretched.

SpaceX Makes Historic IPO Debut, Musk Becomes First-Ever Trillionaire Jun 12, 2026

Show notes

Market update for Friday, June 12, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode, Zaid covers:

What you need to know about the SpaceX IPO today
Arm rallies on a bold AI call
Adobe sinks despite beating earnings
Fun Fact: SpaceX IPO is minting over 4,400 employee millionaires (and Elon becomes the world's first trillionaire

Oracle Sinks on Debt Fears, OpenAI Weighs Drastic Price Cuts Jun 11, 2026

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Market update for Thursday June 11th

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode, Zaid covers:

A hot PPI inflation report and escalation with Iran
Oracle's monster quarter that still sent the stock tumbling
OpenAI weighing drastic price cuts as an AI price war brews with Anthropic
Navan soars on earnings while Beijing slaps down Alibaba and JD.com
Why World Cup ticket prices are falling

Anthropic Unleashes Its Most Powerful AI Model, CPI Comes In Hot Jun 10, 2026

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Market update for Wednesday June 10th

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode, Zaid covers:

Inflation heats up to 4.2% in May, the hottest reading in three years
Anthropic releases Mythos 5, the AI model it once called too dangerous for the public
Nvidia and Google are co-signing massive data center deals for OpenAI and Anthropic
Cracker Barrel posts a surprise profit
Super Micro sinks on a $7 billion stock sale
Fun Fact: the Knicks are making $20 million per home game at the NBA Finals

OpenAI Files for IPO, Apple Disappoints at WWDC Jun 09, 2026

Show notes

Market update for June 9, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode, Zaid covers:

OpenAI confidentially filing for an IPO
Apple unveiling Siri AI at WWDC powered by Google's Gemini technology
GSK acquiring cancer drugmaker Nuvalent for $10.6 billion
Vail Resorts cutting outlook for the second time this year after worst snowfall season on record
Fun Fact: University endowments are about to make billions off the SpaceX IPO this Friday

Apple’s WWDC Kicks Off, Google Inks $30B Deal with SpaceX Jun 08, 2026

Show notes

Market update for Monday June, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode, Zaid covers:

What triggered Friday's massive selloff
Apple kicks off WWDC with a make-or-break moment for Siri and its AI strategy
Google signs a $30 billion deal with SpaceX for AI computing power ahead of the IPO
Corning lands AI data center deal with Amazon
Wix cuts 20% of its workforce and slashes its revenue outlook
Fun Fact: South Korea has been the best-performing major stock market in the world this year

How Lumentum Became a Critical Piece of the AI Boom Jun 07, 2026

Show notes

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.

Deep Dive: How Taiwan Became the Epicenter of AI Jun 06, 2026

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In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.

SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance Jun 05, 2026

Show notes

Market update for Friday, June 5, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode, Zaid covers:

May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expected
SpaceX denied early entry into the S&P 500 ahead of biggest IPO in history
Lululemon slashes full-year forecast
ServiceTitan surges after blowout earnings
Docusign beats expectations but stock still drops
Fun fact: AI bots now generate more web traffic than humans