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:

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss May 12, 2026

Show notes

Market update for Tuesday May 12, 2026

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

In today’s episode, Zaid covers:

April CPI coming in hot at 3.8%, the highest inflation reading since May 2023
eBay rejecting GameStop’s $55B+ takeover offer
Cerebras raising its IPO price range as AI chip demand heats up
Wendy’s stock surging on reports Nelson Peltz may pursue a take-private bid
Hims & Hers shares falling after its GLP-1 pivot comes with higher costs
Netflix revealing it spent $135B on films and TV shows over the past decade

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain May 11, 2026

Show notes

Market update for Monday May 11, 2026

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

In today’s episode, Zaid covers:

Why Moderna and other pharma stocks are surging on hantavirus headlines
Circle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and others
Monday.com’s earnings beat thanks to AI push
Nintendo’s stock drop after a Switch 2 price hike and weak sales forecast
Why the New York Knicks could eventually become their own publicly traded company

How Space Is Unlocking New AI Markets (ft. Planet Labs CEO) May 10, 2026

Show notes

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than building them on Earth. Plus, Will explains Planet’s partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most people realize.

Deep Dive: Are Chip Stocks in a Bubble? May 09, 2026

Show notes

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?

Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall.

Check out our Sandisk deep dive: [YouTube][Spotify]

CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce May 08, 2026

Show notes

Market update for Friday May 8, 2026

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

In today’s episode, Zaid covers:

The April jobs report: 115,000 jobs added, unemployment steady at 4.3%
CoreWeave sinking after earnings as AI infrastructure costs keep climbing
IREN jumping on a major Nvidia-backed AI infrastructure deal
Lime filing for IPO at a potential $2 billion valuation
Rocket Lab rising after strong revenue, backlog growth, and progress on Neutron
Cloudflare cutting 20% of its workforce as it shifts toward agentic AI
Nintendo raising Switch 2 prices as AI-driven chip demand makes gaming more expensive

Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off May 07, 2026

Show notes

Market update for Thursday May 7, 2026

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

In today’s episode, Zaid covers:

The two reasons stocks keep ripping higher
McDonald’s earnings beat and why its value push is working
Anthropic signing a major compute deal with SpaceX to power Claude
DoorDash jumping on strong order-value guidance
Snap falling after ad headwinds and the end of its Perplexity AI deal
The Sphere becoming the highest-grossing arena in the world

AMD Soars on AI Demand, Corning gets $500M from Nvidia May 06, 2026

Show notes

Market update for Wednesday May 6, 2026

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

In today’s episode, Zaid covers:

Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the war
AMD’s blowout earnings, including surging data center revenue
Disney beats across the board in new CEO Josh D'Amaro's first earnings report
Uber rising after stronger-than-expected bookings guidance and continued delivery growth
Nvidia investing in Corning as fiber optics become a bigger part of the AI data center buildout
Lucid falling after a weak quarter, flat deliveries, and suspended production guidance
Amazon opening up its massive logistics network to outside businesses

Palantir Crushes Earnings, Apple in Talks with Intel May 05, 2026

Show notes

Market update for Tuesday May 5, 2026

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

In today’s episode, Zaid covers:

Bitcoin crossing back above $80K
Palantir crushing earnings, but investors question the valuation
Apple talking to Intel and Samsung to build chips in the U.S.
Pinterest surging after a strong earnings report and upbeat guidance
Duolingo dropping as bookings growth slows
Michael Burry dumping GameStop after its wild bid for eBay
The Devil Wears Prada 2 proving millennial nostalgia is big business at the box office

Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay May 04, 2026

Show notes

Market update for Monday May 4, 2026

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

In today’s episode, Zaid covers:

Why earnings are pushing stocks higher
Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare prices
Highlights from the first Berkshire Hathaway annual meeting without Warren Buffett on stage
GameStop making a wild $56 billion offer to buy eBay

Investing Is Entering the Agentic AI Era (ft. Public.com CEO) May 03, 2026

Show notes

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they could reshape financial advice. Plus, a look at prediction markets, the evolution of retail investing, and where the industry is headed next—including a tease of Public’s upcoming “free money” feature.

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