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:

Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal May 22, 2026

Show notes

Market update for Friday May 22, 2026.

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

In today’s episode, Zaid covers:

Spotify stock rips after AI music deal announced on Investor Day
Anthropic working on custom chip deal with Microsoft
OpenAI preparing to file for an IPO very soon
Zoom beats earnings, raises outlook on AI momentum
Take-Two confirms GTA VI on track for November 19th launch
Record 45 million Americans traveling for Memorial Day despite $4.56 gas

SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter May 21, 2026

Show notes

Market update for Thursday May 21, 2026.

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

In today’s episode, Zaid covers:

Nvidia's $81 billion quarter and why Wall Street wasn't impressed
What Walmart's earnings reveal about the American consumer right now
E.l.f. Beauty is lowering prices while everyone else is raising them
Intuit cuts 17% of its workforce and the stock tanks
Some of the financial surprises from SpaceX’s S1 filings including $4.9 billion in losses

Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge May 20, 2026

Show notes

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

In today’s episode:

Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conference
Target crushes earnings with its first positive same-store sales in five quarters and raises its full-year outlook
Cava defies the restaurant slowdown with 9.7% same-store sales growth and a raised forecast
Lowe's beats on earnings but stock slips as comparable sales disappoint in a tough housing market
OpenAI co-founder Andrej Karpathy joins Anthropic

Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company May 19, 2026

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arket update for Tuesday May 19, 2026

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

In today’s episode, Zaid covers:

Bond yields hitting their highest levels in over a year and what that means for stocks
Elon Musk losing his $150 billion lawsuit against OpenAI and Sam Altman
Google and Blackstone creating a new AI cloud company to rival Nvidia and Coreweave
Amer Sports stock surging on blowout Salomon and Arc'teryx demand
Home Depot beating earnings but falling on weak comparable sales
Amazon launching AI-generated podcasts through Alexa+

Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever May 18, 2026

Show notes

Market update for Monday May 18, 2026

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

Check out the Cerebras Deep Dive: (Spotify, YouTube)

In today’s episode, Zaid covers:

What to watch this week from Nvidia, Walmart, and Target earnings
NextEra Energy’s $67 billion deal to buy Dominion Energy
Berkshire Hathaway’s first major portfolio shakeup under new CEO Greg Abel
Why Cerebras is bouncing after its volatile IPO debut
Why Regeneron shares are falling after a failed late-stage melanoma trial
How OpenAI and Anthropic now dominate the AI startup space

The CEO Behind the Most Controversial New League in Sports May 18, 2026

Show notes

The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, including its growing consumer health platform focused on peptides, longevity, and human optimization. Plus, why the company believes the future of sports and healthcare are becoming increasingly connected.

Deep Dive: Can Cerebras IPO Live Up to the Hype? May 16, 2026

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In today's deep dive, Zaid breaks down the Cerebras IPO.

Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme, and whether the stock can justify a valuation of 130x sales.

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings May 15, 2026

Show notes

Market update for Friday May 15, 2026

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

In today’s episode, Zaid covers:

Why oil prices are rising after the Trump-Xi summit
OpenAI preparing possible legal action against Apple over their failed ChatGPT partnership
How Ford became an AI stock after launching Ford Energy
Figma crushing earnings and proving software stocks aren't dead yet
Applied Materials posting record results but the stock falling anyway
Plus, Zaid answers a listener question about his journey from civil engineering to hosting The Rundown

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China May 14, 2026

Show notes

Market update for Thursday May 14, 2026

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

In today’s episode, Zaid covers:

Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cuts
Nvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limbo
Cerebras’ massive AI chip IPO and what it says about investor appetite for the AI trade
Cisco soaring on AI data center demand and stronger networking revenue
Doximity plunging after weak guidance disappoints Wall Street
Micron overtaking Nvidia as the most heavily traded stock in the market

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy May 13, 2026

Show notes

Market update for Wednesday May 13, 2026

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

In today’s episode, Zaid covers:

PPI inflation surges 6%, blowing past expectations
Trump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and more
Amazon kills Rufus chatbot, launches Alexa for Shopping
Wolfspeed surges 23% on power chip hype
Birkenstock misses earnings as Iran war hits sandal sales
You’ll soon be able to trade futures tied to AI computing power and GPU rental prices

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