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:

Berkshire Hathaway Puts Cash to Work, Zuck Defends AI in New Manifesto Aug 10, 2026

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Market update for Monday August 10, 2026

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

In today’s episode, Zaid covers:

Berkshire Hathaway’s earnings and how Greg Abel is starting to put Warren Buffett’s massive cash pile to work
Meta’s new open-weight AI models and Mark Zuckerberg’s 6,500-word AI manifesto
HPE’s analyst upgrade and Intel’s $15 billion stock offering
Why more than half of Americans now have passports, and why American tourists are flooding Europe

U.S. Economy Loses Jobs in July, Airbnb Posts Best Quarter In Years Aug 07, 2026

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Market update for Friday August 7, 2026

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

In today’s episode, Zaid covers:

The surprisingly weak July jobs report and what it could mean for the Fed
Airbnb’s strong earnings and why Brian Chesky says AI is transforming the company
Google’s major AI leadership shake-up as longtime chief scientist Jeff Dean leaves
Atlassian surging as investors warm back up to software stocks
DraftKings slips after bettors won too much
SpaceX and Tesla’s enormous new Terafab chip factory planned for Texas

Disney Eyes Free Streaming, Eli Lilly Sells $15B of Weight-Loss Drugs Aug 06, 2026

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Market update for Thursday August 6, 2026

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

In today’s episode, Zaid covers:

What the gold rally says about the dollar, bond yields and the Fed
Disney’s earnings beat, powered by parks, streaming and Toy Story 5
Eli Lilly’s monster quarter as Mounjaro and Zepbound sales surge
DoorDash’s DashPass growth and Sandisk’s surprising post-earnings selloff
Why used electric vehicles are suddenly rising in value

SpaceX Falls After First Earnings, AMD Drops Despite Data Center Growth Aug 05, 2026

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Market update for Wednesday August 5, 2026

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

In today’s episode, Zaid covers:

Stocks hit new records as the AI trade makes a massive comeback
SpaceX reports earnings for the first time as a public company, revealing a huge AI infrastructure spending
AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.
Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.
MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem Aug 04, 2026

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Market update for Tuesday August 4, 2026

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

In today’s episode, Zaid covers:

Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz
Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue
McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic
Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough
How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests

The US Bails Out the Yen, AstraZeneca Explores a Bristol Myers Mega-Merger Aug 03, 2026

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Market update for Monday August 3, 2026

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

In today’s episode, Zaid covers:

Why the U.S. government stepped in to support the Japanese yen
AstraZeneca’s in talk over $400 billion merger with Bristol Myers Squibb
Ferguson Enterprises joining the S&P 500
Roblox’s had worst day even after earnings
Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

Who's Actually Winning the AI Race? (ft. Alex Heath) Aug 02, 2026

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Alex Heath returns to the show to talk about all things AI.

In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end.

Subscribe to Alex's newsletter, Sources: https://sources.news

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

Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout Jul 31, 2026

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Market update for Friday July 31, 2026

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

In today’s episode, Zaid covers:

The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade
Why Apple's record quarter wasn't enough to keep the stock from sliding
Amazon’s booming cloud business and its massive $220 billion AI spending plan
Peacock joining YouTube Premium as streaming slowly rebuilds the cable bundle

Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI Jul 30, 2026

Show notes

Market update for Thursday July 30th

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

In today’s episode, Zaid covers:

Why the bond market is already questioning Kevin Warsh’s credibility
Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending
Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps
Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve
Carvana’s record quarter getting overshadowed by weaker-than-expected guidance
DoorDash’s plan to build its own delivery drones and take food delivery to the sky