The Rundown

Latest Episodes:

Deep Dive: The Real Reason Apple Sued OpenAI Jul 18, 2026

Show notes

In this weekend deep dive, Zaid breaks down Apple’s lawsuit against OpenAI and the wild allegations involving stolen laptops, confidential files, and Apple hardware brought to job interviews. He also looks at why Apple may be using the case to slow OpenAI’s hardware ambitions, what Sam Altman and Jony Ive are actually building, and the bad blood between Apple's next CEO John Ternus and OpenAI's hardware chief Tang Tan

Netflix Tanks After Weak Earnings Guidance, SpaceX Cancels Starship Rocket Launch Jul 17, 2026

Show notes

Market update for July 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 tech selloff is getting worse and chip stocks are nearing a bear market
Netflix earnings and why the stock hitting a two-year low
SpaceX stock keeps falling after an aborted Starship launch (and what it means for the IPO market)
Google’s delayed Gemini 3.5 Pro model and growing concerns about its AI strategy
Apollo’s potential $3 billion Yankees deal and private equity’s growing role in sports

TSMC Profit Surges 77%, SpaceX Falls Below IPO Price Jul 16, 2026

Show notes

Market update for Thursday July 16, 2026

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

In today’s episode, Zaid covers:

SpaceX briefly falling below its $135 IPO price for the first time
TSMC’s 77% profit surge and its new $100 billion U.S. investment
UnitedHealth ripping higher after a major earnings beat and raised outlook
United Airlines falling as higher fuel costs pressure its forecast
T. rex fossil selling for a record-breaking $50.1 million

PayPal Gets a $53B Takeover Offer, ASML Says the AI Boom Is Accelerating Jul 15, 2026

Show notes

Market update for Wednesday July 15, 2026

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

In today’s episode, Zaid covers:

Why cooler CPI and PPI inflation data is easing fears of another Fed rate hike
Kevin Warsh’s promise of a “regime change” at the Federal Reserve
ASML’s blowout earnings and what its order book says about the AI boom
Samsung and DeepSeek could be among the next major AI-related companies headed to public markets
PayPal’s $53 billion takeover offer
Lucid’s bankruptcy rumor
Why New York is temporarily blocking large data centers

IBM Hit Hard by AI Spending Trends, Bank Earnings Fueled by Record Trading Hauls Jul 14, 2026

Show notes

Market update for Tuesday July 14th

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

In today’s episode, Zaid covers:

Inflation finally cools off but that might be temporary
Five megabanks reported earnings this morning, and Wall Street's trading desks are printing money
IBM suffering one of its worst stock drops in decades after a disappointing sales warning
Memory and storage stocks rallying as companies prioritize AI hardware spending
Chipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?

Apple Sues OpenAI for Stealing Trade Secrets, SK Hynix Gets Hammered Jul 13, 2026

Show notes

Market update for July 13, 2026.

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

In today’s episode, Zaid covers:

A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh’s first congressional testimony as Fed chair
Apple’s lawsuit accusing OpenAI of stealing trade secrets the details are wild)
Why Apple's stock is hitting record highs while the rest of the AI trade sells off
MGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US ticker
The record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks

How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) Jul 13, 2026

Show notes

Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.

Deep Dive: How Meta Plans to Make Money from AI Jul 11, 2026

Show notes

In today's deep dive, Zaid breaks down Meta's new AI playbook to actually make money from AI and justify their $145 BILLION capex.

Over the last two weeks, Meta revealed plans to become an AI cloud provider and launched a coding model to take on OpenAI and Anthropic

Zaid gets into whether launching a cloud side business actually fixes Meta's AI problem with Wall Street, or just proves the company isn't sure the core bet pays off.

SK Hynix Makes $26.5 Billion Nasdaq Debut, Delta Warns Airfares Aren't Coming Down Jul 10, 2026

Show notes

Market update for Friday July 10, 2026

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

In today’s episode, Zaid covers:

SK Hynix pulls off the biggest US debut by a foreign company in history
Circle just got the greenlight to become a bank... sort of
Why WD-40 shares are surging after a monster quarter
Why Delta stock is falling despite strong earnings
Why Netflix is slowly rebuilding cable with live TV channels

Nvidia Is Cheapest It’s Been Since 2019, Meta Tests New ‘Super’ Glasses Jul 09, 2026

Show notes

Market update for July 9, 2026.

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

In today’s episode, Zaid covers:

Fed minutes showing officials split on whether inflation could force rate hikes
Nvidia’s $1 trillion slide and why its valuation now looks surprisingly cheap
PepsiCo earnings show weak North American demand
Cerebras and Micron rally on AI infrastructure demand
AstraZeneca slides after a drug trial miss
Meta’s “super sensing” AI glasses are really creepy

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