The Rundown

Latest Episodes:

Deep Dive: What Happens if OpenAI Fails? May 02, 2026

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In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.

Apple Rides iPhone Strength to Record Quarter, Reddit Sales Surge 69% May 01, 2026

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Market update for Friday May 1, 2026

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

In today’s episode:

Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April)
PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices from the Iran war
Apple reports a monster quarter thanks to iPhone 17 lineup
Anthropic in talks to raise money at a $900 billion valuation
Reddit stock pops after revenue jumps 69% and profits soar nearly 8x
Roblox gets crushed after child safety measures slow user growth
Saudi Arabia pulls funding from LIV Golf

Google and Amazon Cloud Revenue Surges, Meta Tanks After Earnings Apr 30, 2026

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Market update for Thursday April 30, 2026

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

In today’s episode, Zaid covers:

Jerome Powell's last Fed meeting and what comes next
Google crushes earnings, cloud revenue surges 63% to $20B
Amazon's AWS grows 28%, fastest pace in nearly four years
Microsoft beats estimates but stock drops as cloud momentum stalls
Meta revenue jumps 33% but stock tanks on raised AI spending and user decline
Eli Lilly blows past estimates, Zepbound and Mounjaro sales skyrocket
Fun fact; 69% of Polymarket traders are losing money

UAE Quits OPEC, Starbucks Soars As Turnaround Plan Pays Off Apr 29, 2026

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Market update for Wednesday April 29

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

In today’s episode:
Oil prices rip higher for a 7th straight day
The UAE quits OPEC. what it means for oil prices and the future of the cartel
Starbucks crushes earnings and raises its full-year outlook
Visa beats across the board as consumer spending stays resilient
Robinhood misses estimates as crypto revenue plunges 47%
Disney decides to keep ESPN

OpenAI Fails to Hit Revenue Target, Google Inks AI Deal with Pentagon Apr 28, 2026

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Market update for Tuesday April 28, 2026

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

In today’s episode:

OpenAI misses key revenue and user growth targets, raising questions about its massive spending plans and IPO timeline
Google signs a classified AI deal with the Pentagon, joining OpenAI and xAI
Coca-Cola beats earnings and raises guidance as volume growth returns
Spotify tanks after weak guidance overshadows a solid quarter
The World Cup is expected to boost global beer sales by one billion pints this summer

China Blocks Meta’s $2B AI Acquisition, OpenAI Partners with Qualcomm on Smartphone Apr 27, 2026

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Market update for April 27, 2026.

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

In today’s episode:

Big Tech earnings and the Fed meeting set up a massive week for investors
Qualcomm jumps on reports it may help power OpenAI’s future AI smartphone
OpenAI reworks its Microsoft partnership as its legal battle with Elon Musk begins
China blocks Meta’s $2 billion acquisition of AI startup Manus
Verizon rises on strong subscriber growth, while Domino’s drops after weak earnings
Adidas gets a major win after the first official sub-2-hour marathon in history

Firefly Aerospace CEO on the Race to Monetize the Moon Apr 26, 2026

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Firefly Aerospace CEO Jason Kim joins The Rundown to break down the business behind the new space race. From a historic commercial moon landing to a $1.4 billion backlog, he explains how Firefly ($FLY) is building a full-stack space company beyond just rockets. The conversation also touches on the real-world stakes, including how space-based data and defense systems are playing a role in tracking missile threats in conflicts like Iran. Plus, why the moon is quickly becoming a commercial asset, from data sales to future infrastructure.

Deep Dive: Was Tim Cook Actually Overrated? Apr 25, 2026

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In today's deep dive, Zaid takes a look back at Tim Cook's 15-year run as Apple CEO. We break down how Cook transformed Apple from a $350 billion company into a $4 trillion empire, his biggest wins including the services business and stock buyback program, his misses including the Apple Car and Vision Pro, and why Apple is falling behind in AI. We also look at who John Ternus is and why Apple chose him as the next CEO. And Zaid makes the case that despite all the success, Tim Cook might be a little overrated.

Intel Hits All-Time High for First Time in 26 Years, Nike Cuts 1,400 Jobs Apr 24, 2026

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Market update for April 24, 2026.

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

In today’s episode:

Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUs
Nike, Meta, and Microsoft cut jobs as corporate America pushes for more efficiency
MaxLinear jumps on AI data center demand, while Boyd Gaming falls on weaker Las Vegas results
A U.S. soldier is accused of using classified information to make more than $400K betting on Polymarket

Tesla’s $25B CapEx Splurge Spooks Investors, Trump Weighs Rescuing Spirit Airlines Apr 23, 2026

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Market update for Thursday April 23, 2026

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

In today’s episode:

Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous.
Lululemon named former Nike exec Heidi O’Neill as its next CEO as the brand tries to turn around its struggling U.S. business.
Texas Instruments surged on strong earnings, while ServiceNow sank as software investors stayed in full panic mode.
The Trump administration is reportedly close to rescuing Spirit Airlines with a potential $500 million government lifeline.

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