Market update for Thursday June 11th

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• A hot PPI inflation report and escalation with Iran

• Oracle's monster quarter that still sent the stock tumbling 

• OpenAI weighing drastic price cuts as an AI price war brews with Anthropic

• Navan soars on earnings while Beijing slaps down Alibaba and JD.com

• Why World Cup ticket prices are falling

Market update for Wednesday June 10th

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• Inflation heats up to 4.2% in May, the hottest reading in three years 

• Anthropic releases Mythos 5, the AI model it once called too dangerous for the public

• Nvidia and Google are co-signing massive data center deals for OpenAI and Anthropic 

• Cracker Barrel posts a surprise profit 

• Super Micro sinks on a $7 billion stock sale

• Fun Fact: the Knicks are making $20 million per home game at the NBA Finals
  

Market update for June 9, 2026. 

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• OpenAI confidentially filing for an IPO
• Apple unveiling Siri AI at WWDC powered by Google's Gemini technology
• GSK acquiring cancer drugmaker Nuvalent for $10.6 billion
• Vail Resorts cutting outlook for the second time this year after worst snowfall season on record
• Fun Fact: University endowments are about to make billions off the SpaceX IPO this Friday

Market update for Monday June, 2026

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• What triggered Friday's massive selloff

• Apple kicks off WWDC with a make-or-break moment for Siri and its AI strategy

• Google signs a $30 billion deal with SpaceX for AI computing power ahead of the IPO

• Corning lands AI data center deal with Amazon

• Wix cuts 20% of its workforce and slashes its revenue outlook

• Fun Fact: South Korea has been the best-performing major stock market in the world this year

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.

Market update for Friday, June 5, 2026. 

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expected
• SpaceX denied early entry into the S&P 500 ahead of biggest IPO in history
• Lululemon slashes full-year forecast
• ServiceTitan surges after blowout earnings
• Docusign beats expectations but stock still drops
• Fun fact: AI bots now generate more web traffic than humans

Market update for Thursday June 4, 2026

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• Why the stock market is finally take a breather (hint: tariffs)

• Bitcoin keeps sliding as ETF outflows pile up

• Broadcom tanks despite a record quarter and huge AI chip growth

• Amazon signs a $4 billion AWS deal with Pinterest to power AI discovery

• UnitedHealth rises after a Bank of America upgrade

• CrowdStrike falls after earnings as guidance disappoints investors

• Fun Fact: companies are starting to ration AI usage as token costs explode
  

Market update for Wednesday June 3, 2026

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

Market update for Tuesday June 2, 2026

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

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAI

• Google raising $80 billion by selling stock to fund its AI buildout

• Marvell surging after Jensen Huang calls it a potential trillion-dollar company

• Shake Shack tumbling after cutting guidance

• Fun Fact: SoftBank overtakes Toyota as Japan’s most valuable company for the first time since the dot-com bubble