Market update for Wednesday July 15, 2026

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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