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:

Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes Aug 31, 2026

Show notes

Market update for Monday August 31, 2026

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

Tim Cook Deep Dive: {YouTube)(Spotify)

In today’s episode, Zaid covers:

Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumped
The latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrel
Tim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John Ternus
GameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fears
Why LIV Golf could be headed for bankruptcy

SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu) Aug 30, 2026

Show notes

Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether today’s AI infrastructure demand can support SpaceX’s aggressive spending. Julie also breaks down MoffettNathanson’s $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.

Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok Aug 28, 2026

Show notes

Market update for August

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

In today’s episode, Zaid covers:

Nvidia’s adds $442 billion in market value in a single day
What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair
Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts
Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions
Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth
Why TIME left Jensen Huang off its 100 most influential people in AI list

Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears Aug 27, 2026

Show notes

Market update for August 27, 2026.

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

In today’s episode, Zaid covers:

Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year
Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem
Why Salesforce is ripping higher after earnings while HP gets hammered
Why young Americans are becoming increasingly skeptical of AI and worried about job losses

OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings Aug 26, 2026

Show notes

Market update for Wednesday August 26, 2026

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

In today’s episode, Zaid covers:

OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests
Nvidia’s massive earnings report tonight and why expectations are so high
Abercrombie’s earnings beat and Intuit’s disappointing outlook
Why LeBron James borrowed nearly $300 million against his future endorsement income

Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs Aug 25, 2026

Show notes

Market update for August 25, 2026

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

In today’s episode, Zaid covers:

Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report
Bitcoin surges back above $80,000 as the crypto comeback gains momentum
Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices
United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness
Is the Labubu craze already over?

U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming Aug 24, 2026

Show notes

Market update for August 24, 2026.

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

In today’s episode, Zaid covers:

The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speech
The US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sight
What to expect from Nvidia’s earnings report on Wednesday
US Steel stocks surge from Canada tariffs
Alibaba falls and the company issues new shares
Fun fact: A humanoid robot that just beat Usain Bolt’s 100-meter world record

CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs Aug 23, 2026

Show notes

CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.

Deep Dive: Is the Era of Cheap Money Over? Aug 22, 2026

Show notes

In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.

Unitree Surges 460% In Wild IPO Debut, Anthropic Looks to One-Up SpaceX Aug 21, 2026

Show notes

Market update for August 21, 2026.

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

In today’s episode, Zaid covers:

Why Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem.
China’s Unitree Robotics IPO, where the humanoid robot maker surged 460% on its first day of trading and why investors are betting robots could become the next major AI platform.
Anthropic’s potential mega IPO timeline
Ross Stores’ strong earnings and why bargain hunting is helping discount retailers win
The Atlanta Falcons’ $10.6 billion valuation and how sports teams have become some of the hottest investment assets in the world.

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