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:

Apple Post Strong iPhone Sales, Trump Picks Warsh as Next Fed Chair Jan 30, 2026

Show notes

Market update for Friday January 30, 2026

In today’s episode:

Gold and silver pull back
Trump picks Kevin Warsh to be next Chairman of the Federal Reserve
Apple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressure
OpenAI planning for Q4 IPO
Sandisk surges on booming AI-driven memory demand while KLA slides on supply constraints
Elon considers potential SpaceX merger with xAI ahead of IPO

Meta Pops, Microsoft Slides, Tesla Bets Big on Robots Jan 29, 2026

Show notes

Market update for Thursday January 29, 2026

In today’s episode:

The Fed holds rates steady as Powell offers little new guidance
Gold and silver rip to record highs after the Fed meeting
Tesla beats earnings but makes a massive pivot toward AI and humanoid robots
Microsoft sells off despite strong results as AI spending and cloud growth raise concerns
Meta surges on earnings as its ad business powers aggressive AI investments
Southwest Airlines jumps on a bullish profit outlook
Las Vegas Sands slides after weaker-than-expected results in Macao
Fun Fact: Apple hits its longest weekly losing streak since 1993 ahead of earnings

ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs Jan 28, 2026

Show notes

Market update for Wednesday January 28, 2026

In today’s episode:

US Dollar continues to slide
ASML delivers record orders, signaling that AI infrastructure spending is still accelerating
China approves sales of Nvidia’s H200 chips to major tech firms
Amazon announces 16,000 corporate layoffs
Starbucks shares jump after traffic grows for the first time in two years
Corning slips on guidance despite landing a massive $6B AI fiber deal with Meta
Fun fact: Zoom’s early investment in Anthropic could now be worth up to $4 billion

Trump’s Medicare Proposal Tanks Health Insurance Stocks, GM Delivers Rosy Profit Outlook Jan 27, 2026

Show notes

Market update for Tuesday January 27, 2026.

In today’s episode:

Gold hits record levels while the dollar slides and Bitcoin falls behind
Health insurers sink after the Trump administration signals tighter Medicare Advantage payments
GM shares jump as the automaker leans into gas-powered trucks and boosts buybacks
Micron rallies on a $24B chip investment while Boeing slides despite solid earnings
Michael Burry says he’s buying GameStop

Nvidia Invests $2B in CoreWeave, OpenAI Ramps Up Enterprise Push Jan 26, 2026

Show notes

Market update for January 26, 2026.

In today’s episode:

Gold and silver surge as money flows into hard assets
Nvidia invests another $2B into CoreWeave to accelerate AI data center expansion
OpenAI ramps up efforts to win enterprise customers and take share from Anthropic
USA Rare Earth rallies after US Government takes 10% stake

Can You Govern the Economy Like a Reality TV Show? (ft. Kyla Scanlon) Jan 25, 2026

Show notes

Kyla Scanlon, Author of"In This Economy?” joins The Rundown to unpack why markets and the global economy increasingly feel like a reality TV show. We break down the end of the “Great Moderation,” the bond market’s new role as a check on political power, and why uncertainty may be the defining economic force of the next decade. Kyla and Zaid dive into Japan’s fragile bond market, the unraveling of the yen carry trade, and how global capital flows could push borrowing costs higher in the U.S. Finally, Kyla explains how China is gaining soft power through energy and AI, and whether there’s still reason to be optimistic about America’s economic future.

Deep Dive: What Rocket Lab Actually Does (And Why It's the Hottest Space Stock) Jan 24, 2026

Show notes

Rocket Lab is often labeled the “other SpaceX” — but that misses what actually makes the company interesting. In this weekend deep dive, we break down what Rocket Lab really does, from its Electron rocket to its fast-growing satellite manufacturing business. We dig into CEO Peter Beck’s origin story, the company’s vertically integrated model, and why its upcoming Neutron rocket could be a game-changer. Plus, the bull and bear case on Rocket Lab’s stock as space spending, defense contracts, and competition with SpaceX heat up.

Intel Fumbles the AI Boom, TikTok Finalizes US Deal Jan 23, 2026

Show notes

Market update for January 23, 2026

In today’s episode:

Global investors quietly diversify away from U.S. assets, fueling gains in gold and emerging markets
Intel shares slide after the chipmaker admits it can’t keep up with surging AI data-center demand
TikTok finalizes a deal to stay in the U.S., reshaping ownership but keeping its algorithm in place
Natural gas prices surge as a major winter storm threatens nearly half the country
Capital One stock falls after announcing a $5.15B acquisition of fintech Brex
College football and the NFL deliver massive ratings, proving live sports still dominate TV

Stocks Climb After Greenland Tensions Ease, Apple Working on AI Pin Jan 22, 2026

Show notes

Market update for January 22, 2026

In today’s episode:

Stocks rally after tensions around Greenland ease and investors breathe a sigh of relief
Apple works on an AI-powered wearable pin and plans a major Siri overhaul
Waymo launches its robotaxi service in Miami as expansion accelerates
Moderna surges on promising cancer vaccine
Ubisoft sinks after canceling multiple game projects and shutting studios
Spotify rolls out AI-powered prompted playlists for premium users

Netflix Faces Slower Growth, United Airlines Expects Record Profits Jan 21, 2026

Show notes

Market update for January 21, 2026

In today’s episode:
Stocks slide after Trump’s Greenland tariffs rattles markets and sends investors into safe havens
Netflix shares fall after earnings as the company signals slower growth and ramps up spending ahead of its Warner deal
United Airlines posts strong earnings and says it could deliver record profits in 2026 as travel demand stays hot
GameStop jumps after CEO Ryan Cohen buys more stock
Kraft Heinz drops on a potential Berkshire exit
Fun fact: K-Pop Demon Hunters became Netflix’s most-watched title ever

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