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:

Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat Jul 28, 2026

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Market update for Tuesday July 28, 2026

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

In today’s episode, Zaid covers:

The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface
China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment
Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff
How Google’s AI Overviews are reshaping search

Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership Jul 27, 2026

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Market update for Monday July 27, 2026

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

In today’s episode, Zaid covers:

Markets rally as the U.S. and Iran pause fighting and oil prices retreat
Why Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure deals
D-Wave Quantum’s expanded partnership with AT&T
Warner Bros. Discovery’s delayed Paramount merger and Supergirl struggles
Why Waymo’s robotaxis are racking up parking tickets in Austin

The AI Spending Boom Faces a Reality Check (ft. John Petrides) Jul 26, 2026

Show notes

Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.

Deep Dive: Did China Break the AI Trade Again? Jul 25, 2026

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In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.

Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract Jul 24, 2026

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Market update for Friday July 24, 2026.

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

In today’s episode, Zaid covers:

Trump's new tariffs on 60 countries that took effect overnight
Intel’s blowout earnings and why the chipmaker is finally benefiting from the AI boom
Oracle’s a $7 billion deal with the Pentagon
Why American Express stock is falling despite strong consumer spending and an earnings beat
How Google’s SpaceX investment distorted their quarterly earnings

Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors Jul 23, 2026

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Market update for Thursday July 23, 2026

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

In today’s episode, Zaid covers:

Oil prices are surging toward $100 and why bond yields are rising
Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall Street
Tesla's car sales are back, but profits fall and cash flow went negative
ServiceNow’s jumps on strong growth
IBM is still struggling after its brutal earnings warning
Fun fact: The Japanese yen just fell to its weakest level in roughly 40 years

Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly Jul 22, 2026

Show notes

Market update for July 22, 2026

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

In today’s episode, Zaid covers:

Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressure
SpaceX sets its first earnings and massive share unlock as short sellers pile in
Novo Nordisk sues Eli Lilly over weight-loss drug ads
Super Micro surges on stronger margins and record AI server demand
GE Vernova drops despite raising its outlook
Kraft partners with Mickey Mouse to recharge growth

GM Profits Jump While Sales Fall, Trump Slaps 50% Tariffs on Canada Jul 21, 2026

Show notes

Market update for Tuesday July 21, 2026

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

In today’s episode, Zaid covers:

Why a calm S&P 500 is hiding historic volatility beneath the market’s surface
Trump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)
How GM is growing profits while selling fewer cars
Why 3M and Nebius are surging while Equifax gets hammered
How the World Cup boosted American hotels, bars and FIFA’s bottom line

Chinese AI Model ‘Kimi K3’ Spooks Investors, AMC Shocks Wall Street with Blockbuster Earnings Jul 20, 2026

Show notes

Market update for Monday July 20, 2026

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

In today’s episode, Zaid covers:

Last week's brutal chip stock selloff and what it means for the AI trade
A stacked week of Big Tech earnings, with Tesla and Google on deck
Kimi K3, the new Chinese AI model rattling Wall Street
Domino's rising thanks to supply chain business
AMC's surprise blockbuster earnings
Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office

The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh) Jul 19, 2026

Show notes

Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.

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