The Rundown

Latest Episodes:

Circle CFO On Why Stablecoin Growth Is Defying the Crypto Bear Market Mar 22, 2026

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Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and exchange value autonomously.

Deep Dive: Why Agentic AI is the Next Phase of the AI Boom Mar 21, 2026

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In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech.

We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.

Amazon Working on AI Smartphone, Super Micro Founder Charged for Smuggling Nvidia Chips Mar 20, 2026

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Market update for Friday March 20, 2026

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In today’s episode:

FedEx earnings signal economy still holding up
Amazon working on AI-powered smartphone comeback
Super Micro stock plunges after smuggling charges
Firefly Aerospace surges on strong growth
Tesla Semi wins over truckers

Uber Invests $1.25B in Rivian, Micron Delivers Blowout Earnings Mar 19, 2026

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Market update for Thursday March 19, 2026

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In today’s episode:

Fed Meeting recap: rate cut hopes fade
Uber invests $1.25B* in Rivian to launch robotaxis
Micron crushes earnings but stock still falls
Five Below jumps, Red Cat drops on earnings
Meta shuts down the metaverse (yes, really)

Nvidia Is Back in China, This Drone Stock Just Exploded 700% Mar 18, 2026

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Market update for Wednesday March 18, 2026

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In today’s episode:

Preview of today’s Fed meeting and the impact of oil prices
Nvidia restarts AI chip sales in China after regulatory approval
Josh D’Amaro takes over as CEO of Disney
Swarmer stock explodes up to 700% on IPO debut
Amazon tests 1-hour delivery

OpenAI Changes Strategy, Nvidia Predicts $1 Trillion in AI Revenue Mar 17, 2026

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Market update for Tuesday March 17, 2026

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In today’s episode:

Nvidia unveils new chips and expands partnership with Uber
OpenAI cuts back on “side projects”
Delta jumps on strong travel demand
Eli Lilly falls after analyst downgrade on weight loss market
The SEC considers ending quarterly earnings reporting

Meta Signs $27B Deal with Nebius, Peloton Enters the Gym Business Mar 16, 2026

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Market update for Monday March 16, 2026

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In today’s episode:

• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model

• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth

• Market movers: Micron jumps on AI memory expansion while Public Storage falls after a $10.5B acquisition deal

• Fun Fact: FedEx overtakes UPS in market value for the first time ever

Airbnb Executive On Hotel Expansion, AI, and the Next Phase of Growth Mar 15, 2026

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Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences, services, and even hotels to become a full travel platform. He also discusses how global events like the Olympics and FIFA World Cup drive massive demand for hosts and travelers. Stephenson addresses regulatory challenges facing short-term rentals and how Airbnb works with cities around the world. Plus, he shares how AI, new booking tools, and international growth are shaping the next phase of Airbnb.

Deep Dive: Can Hims Survive the GLP-1 Crackdown? Mar 14, 2026

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In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a legal fight with Novo Nordisk. He also dives into the bull case, the bear case, and whether Hims can actually build a lasting digital healthcare business from here.

Adobe’s CEO Steps Down, Oil Tops $100 Mar 13, 2026

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Market update for Friday March 13, 2026

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In today’s episode: