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:

Bessent Steps In with Rare Bond Buyback, Walmart Sinks On Weak Sales Growth Aug 20, 2026

Show notes

Market update for August 20, 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 is stepping in to push long-term Treasury yields lower
What the Treasury’s bond buyback strategy means for stocks, mortgages, and borrowing costs
Walmart earnings after the retailer posted its slowest U.S. sales growth in more than six years
Why Bitcoin, Ethereum, Coinbase, and other crypto names are rallying
Alibaba’s 75% profit plunge as AI spending surges
How billions of dollars in tariff refunds are boosting corporate earnings

Moderna Soars on Cancer Vaccine Breakthrough, Target’s Turnaround Gains Steam Aug 19, 2026

Show notes

Market update for August 19, 2026

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

In today’s episode, Zaid covers:

Why bond yields are surging around the world, and what 5% long-term rates could mean for stocks
Trump’s last-minute pause on 50% tariffs targeting Canadian goods
Target’s latest earnings and whether its turnaround is actually working
Moderna’s major personalized cancer vaccine breakthrough and Lowe’s disappointing outlook
Why some Gen Z investors are treating sports betting like part of their long-term financial strategy

Tesla Targets Cybercab Launch in August, Google Buys Spirit Airlines’ Data Aug 18, 2026

Show notes

Market update for Tuesday August 18, 2026

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

In today’s episode, Zaid covers:

Why surging Treasury yields and higher oil prices are becoming a major risk for the stock market
Home Depot’s earnings and what they reveal about the frozen housing market
Tesla’s plan to launch its steering-wheel-free Cybercab in Austin as soon as August
Duolingo’s rebound on upgrade and Baidu’s struggle to turn its AI investments into growth
Why Google is paying $10 million to buy decades of Spirit Airlines’ internal business data for AI

Apple Warned Not to Buy Chinese Chips, Meta Faces $1.4 Trillion Trial Aug 17, 2026

Show notes

Market update for Monday August 17, 2026

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

In today’s episode, Zaid covers:

Why the Trump administration is warning Apple not to buy memory chips from Chinese suppliers
Meta’s massive legal battle over the addictive design of Instagram and Facebook
Sandisk’s rally as memory stocks heat up, and L3Harris falling after abruptly replacing its CEO
Ferrari’s first electric car sells for $40 million at auction

The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In) Aug 16, 2026

Show notes

Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neoclouds, why he believes Palantir may be one of the best companies in the world, and why Wall Street could still be misunderstanding Micron.

Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last? Aug 15, 2026

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In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amazon, Microsoft and Google will eventually solve?

OpenAI’s Revenue Hits $40B, Reddit to Join the S&P 500 Aug 14, 2026

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In today’s episode, Zaid covers:

OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPO
Nintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four months
Reddit joining the S&P 500, while Applied Materials falls despite strong earnings and guidance
How the New York Knicks’ championship run generated nearly $67 million in additional playoff-related revenue

Cerebras Stumbles After Earnings Report, Lakers Sell for Record $12.5 Billion Aug 13, 2026

Show notes

Market update for Thursday August 13, 2026

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

In today’s episode, Zaid covers:

The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rally
Cerebras earnings and why the stock fell despite strong growth and raised guidance
Super Micro’s monster AI server forecast and Cisco’s disappointing AI outlook
The Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter’s business empire

CoreWeave Shares Pop as Revenue Doubles, Cava’s Strong Traffic Growth Ignites Investor Appetite Aug 12, 2026

Show notes

Market update for Wednesday August 12, 2026

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

In today’s episode, Zaid covers:

July inflation cools to 3.4%
CoreWeave’s revenue surges and backlog grows to $130 billion
Cava’s strong traffic growth as customers keep spending on pita chips
Lumentum surges on booming AI data-center demand, while On Holding recovers from historic selloff
Fun Fact: AI computing power is becoming a tradable asset class

Nvidia Taps Wall Street for $500B, Anthropic Eyes September IPO Aug 11, 2026

Show notes

Market update for August 11, 2026

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

In today’s episode, Zaid covers:

The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983
Nvidia teams up with Wall Street for $500 billion to fund AI infrastructure
Anthropic targets a September or early October for IPO
Riot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delay
SpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

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