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:

GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal Jun 03, 2026

Show notes

Market update for Wednesday June 3, 2026

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

Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout Jun 02, 2026

Show notes

Market update for Tuesday June 2, 2026

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

In today’s episode, Zaid covers:

Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAI
Google raising $80 billion by selling stock to fund its AI buildout
Marvell surging after Jensen Huang calls it a potential trillion-dollar company
Shake Shack tumbling after cutting guidance
Fun Fact: SoftBank overtakes Toyota as Japan’s most valuable company for the first time since the dot-com bubble

Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract Jun 01, 2026

Show notes

Market update for June 1, 2026.

SpaceX Valuation Deep Dive: [Spotify][YouTube]

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

In today’s episode, Zaid covers:

Nvidia shows off new AI chip designed for PCs
SpaceX lands two huge Space Force contracts ahead of its record-breaking IPO
Berkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billion
AST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocks
Fun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble

Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller) May 31, 2026

Show notes

Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video podcasting as a discovery engine, distributing full Ringer episodes on both Spotify and Netflix, AI "personal podcasts" made just for you, verification for human-made shows, and a monetization mix spanning ads, Premium video payouts, and memberships.

Deep Dive: Can the SpaceX IPO Live Up to the Hype? May 30, 2026

Show notes

In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuation

The recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is.

We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as exit liquidity.

Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation May 29, 2026

Show notes

Market update for Friday May 28, 2026

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

In today’s episode, Zaid covers:

Stocks close at record highs as Wall Street bets on an Iran peace deal
Dell’s stock surges after a monster quarter, with AI server sales exploding 757%
Anthropic raises $65B and passes OpenAI to become the world's most valuable AI startup
Movers: NetApp rips on earnings, Gap gets crushed after cutting guidance
Fun Fact: US Treasury to release new $250 bill with Trump's face on it (maybe)

Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative May 28, 2026

Show notes

Market update for May 28, 2026.

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

In today’s episode, Zaid covers:

April PCE inflation hitting 3.8%, its hottest reading since 2023
Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsApp
Salesforce beat on earnings but the stock barely moves
Snowflake pops on a blowout quarter and a $6B Amazon deal
Fun fact: just 10 companies now make up almost 40% of the entire S&P 500

Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal May 27, 2026

Show notes

Market update for Wednesday May 27, 2026.

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

In today’s episode, Zaid covers:

Micron crossing $1 trillion in market cap
Nvidia announcing a $150 billion annual investment in Taiwan
American Airlines picking SpaceX's Starlink for in-flight Wi-Fi
Lululemon ending its messy proxy battle with founder Chip Wilson
Zscaler stock plunging after weak guidance
How much Knicks Finals tickets are actually going for

Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double May 26, 2026

Show notes

Market update for May 26, 2026

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

In today’s episode, Zaid covers:

why stocks keep ripping despite bond yields flashing warning signs
The latest on the Iran war and what it all means for oil prices
Eli Lilly's $4 billion vaccine shopping spree and the next-gen weight loss drug analysts are calling "surgery in a syringe"
Uber's $11.6 billion bid to take over European food delivery giant Delivery Hero
Why Micron stock could double from here, according to UBS
BP's surprise move to remove its chairman over "serious" conduct concerns
Why fans are roasting Ferrari's first ever EV

How Applied Digital Became the Landlord for Big Tech’s AI Buildout May 25, 2026

Show notes

AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power and compute capacity, why North Dakota unexpectedly became a hotspot for AI infrastructure, and why he believes data centers, not GPUs, will become the biggest bottleneck in AI. We also dig into the company’s explosive growth, the risks around debt and energy demand, and whether today’s AI boom could end like the dot-com bubble.

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