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:

Apple Commits $30B to Broadcom in Chip Deal, Blue Origin Raises $10B Jul 08, 2026

Show notes

Market update for July 8, 2026.

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

In today’s episode, Zaid covers:

Oil prices ripping higher after Trump says the U.S.-Iran ceasefire may be over
Chip stocks selling off globally as South Korea’s KOSPI enters a bear market
Apple’s $30B+ deal with Broadcom to produce billions of U.S.-made chips
Jeff Bezos’ Blue Origin raising outside money for the first time at a $130B valuation
Energy stocks jumping while airlines and cruise lines fall on higher fuel costs
Netflix, Disney, and YouTube eyeing World Cup rights after massive U.S. ratings

SpaceX Joins Nasdaq 100 Index, Samsung Profits Surge 19x Jul 07, 2026

Show notes

Market update for July 7, 2026.

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

In today’s episode, Zaid covers:

Oil prices falling near pre-war levels as Wall Street worries about oversupply
Samsung's profit jumped 1,800%... so why did the stock tank?
SpaceX joining the Nasdaq-100 less than a month after its IPO
Fiserv popping on talks to sell its debit-card network
Rivian drops after a share offering
Netflix’s season-two problem as major shows lose huge chunks of their audience

Microsoft Cuts 20% of Xbox Staff, Apple Locks In Broadcom for AI Chips Jul 06, 2026

Show notes

Market update for Monday July 6, 2026

Interview with Bloomberg’s Mark Gurman about Apple: (Spotify)

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

In today’s episode, Zaid covers:

Microsoft cutting thousands of jobs and hitting reset on Xbox after years of gaming acquisitions
Apple extending its Broadcom chip partnership through 2031 as it builds out AI infrastructure
TeraWulf surging after landing a 20-year Anthropic data center deal
Strategy falling after selling Bitcoin to fund dividend payments
Buc-ee’s turning clean bathrooms, brisket, and Beaver Nuggets into a roadside retail empire

Apple Is Blaming AI for Price Hikes — Here’s What Happens Next (ft. Mark Gurman) Jul 05, 2026

Show notes

In today’s episode we talk with Mark Gurman, Editor at Bloomberg, about why Apple is raising prices, what it could mean for demand of their products, and some ways that Apple is trying to get around the memory supply shortage causing all of this. We also touch on the revamped Siri that is launching this fall and what to expect from John Turnes when he takes over as CEO.

OpenAI Proposes 5% Government Stake, Apple Turns to Blacklisted Chinese Chips Jul 02, 2026

Show notes

Market update for Thursday July 3, 2026

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

In today’s episode, Zaid covers:

What a WEAK June jobs report could mean for the Fed
Why Apple is looking to buy memory chips from blacklisted Chinese companies
Sam Altman's pitch to hand the U.S. government a 5% stake in OpenAI
Palantir rallying on its Nvidia partnership and a fresh analyst upgrade
Bending Spoons cools after its big IPO debut
Why this year’s Fourth of July barbecue is getting hit hard by inflation, especially beef prices

Trump’s Crypto Fortune Balloons, Meta Builds a Cloud Business Jul 01, 2026

Show notes

Market update for July 1, 2026.

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

In today’s episode, Zaid covers:

S&P 500 and Nasdaq posting their best quarter since 2020
What investors should watch in the second half
Nike earnings, and why the stock is sliding despite beating expectations
Anthropic reaching a deal with the Trump administration to restore access to Fable and Mythos
Meta building a cloud business to sell AI compute
President Trump reporting more than $1 billion in crypto-related income last year

Michael Saylor Forced to Sell Bitcoin, Supreme Court Defends Fed Independence Jun 30, 2026

Show notes

Market update for Tuesday June 30, 2026

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

In today’s episode, Zaid covers:

Monday’s market bounce as the S&P 500 and Nasdaq snapped five-day losing streaks
The Dow hitting a record high after Alphabet officially joined the index
The Supreme Court blocking Trump’s attempt to fire Fed Governor Lisa Cook
Dronemaker AeroVironment's blowout earnings
Why Michael Saylor's Strategy is abandoning its "never sell Bitcoin" mantra after the stock cratered 80% from its peak
Gold’s worst quarter in more than a decade, and whether a second-half comeback is still possible

SpaceX Eyes Mobile Phone Partnership, Rocket Lab Acquires Iridium for $8B Jun 29, 2026

Show notes

Market update for June 29, 2026

Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)

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

In today’s episode, Zaid covers:

Comcast is splitting into two companies (and why the market loved it)

SpaceX's plan to launch a Starlink mobile phone service

Rocket Lab's $8 billion acquisition of Iridium

Why Verizon stock is getting punished for its international deal

Fun Fact: Microsoft is having its worst month since the dot-com crash

How Databricks Became One of the World's Most Valuable AI Companies Jun 29, 2026

Show notes

Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also discuss the competitive race between OpenAI, Anthropic, Google, and open source AI, plus why Databricks believes its biggest opportunity is still ahead. Finally, Arsalan shares his thoughts on the company's eventual IPO and what needs to happen before it goes public.

Deep Dive: Why AI Is Raising the Price of Everything Jun 27, 2026

Show notes

Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflation problem.

Zaid also breaks down Micron’s latest earnings and why this memory shortage and AI tax could stick around for years.