The Rundown

By Public.comBusiness Investing

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Typical duration
12 min
per episode

Based on Podcast App listening data

The Rundown episodes

November 03Apple’s Profits Under Pressure from AI, Palantir Stock Drops Despite Soaring Revenue
Market update for November 3, 2026
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In today’s episode, Zaid covers:
The Nasdaq hits correction territory
How the AI boom is squeezing Apple’s profits
Palantir’s monster quarter and Wall Street’s reaction
Ferrari’s surprising earnings boost
Shopify’s rare miss and what’s behind the selloff
What history says about stocks after midterm elections—and what makes this year different
12 min
November 02Why Marvell Just Spent $115 Billion On Lasers
Market update for November 2, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
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In today’s episode, Zaid covers:
Why October’s tech selloff is hiding a healthy stock market
Marvell’s $115 billion all-stock deal to buy Lumentum
EchoStar jumps on a report that SpaceX could buy Boost Mobile
Marriott and Estée Lauder beat earnings and raise their outlooks
CrowdStrike and Rivian rise after analyst upgrades
11 min
November 02 Amazon and Google’s Mounting Cash Burn Doesn’t Break the Bull Case
Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its earnings selloff, while Google could face several more quarters of pressure. He makes the case that AI search could eventually become even more lucrative than traditional search, despite the growing pains. They also discuss what could restore confidence in Big Tech’s spending spree and what Anthropic’s IPO filing reveals about the economics of AI.
28 min
October 30Amazon’s Spending Spooks Wall Street, Intel Craters As Q4 Outlook Disappoints
In today’s episode, Zaid covers:
Amazon’s booming cloud business and its massive AI bill.
Intel’s earnings reveal a problem for the PC market.
Rivian’s new SUV gives the EV maker a boost.
Reddit faces a growing Google problem.
Pinterest’s disappointing holiday outlook.
Roblox loses users and engagement
Sandisk’s earnings beat isn’t enough for investors.
GM makes move to Nasdaq after 115 years on the NYSE.
17 min
October 29Google On Track for Worst Post-Earnings Drop Ever, Microsoft Hits Record Profits
Market update for October 29, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
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In today’s episode, Zaid covers:
The Fed’s latest rate decision and Kevin Warsh’s surprise calendar change.
Why Google’s earnings sent its stock tumbling despite booming cloud growth.
What Microsoft’s results reveal about the cost of the AI buildout.
What DoorDash’s Instacart deal means for grocery delivery.
What’s driving another big quarter for Eli Lilly.
Why Chipotle shares rose despite an earnings miss.
What sent ServiceNow shares sliding after earnings.
How Anthropic’s cash pile stacks up against the biggest names in tech.
16 min
October 28Anthropic’s IPO Filing Sparks an AI Rally, Wendy’s Could Go Private
Market update for October 28, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Why Anthropic’s IPO filing gave AI stocks a boost.
What Visa’s earnings reveal about consumer spending.
Why Wendy’s could be going private.
Vertiv’s big earnings report and what it says about AI infrastructure.
What’s behind Robinhood’s earnings slump.
Why Instagram and TikTok are making a play for your TV.
12 min
October 27What Anthropic’s IPO Filing Reveals About Its Financial Health
Market update for October 27, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Tech stocks bouncing back ahead of a big week for the Fed and earnings.
What Anthropic’s IPO filing reveals about its growth, losses, and massive AI commitments.
Why JetBlue shares are climbing despite another quarterly loss.
What’s behind Whirlpool’s disappointing outlook.
Why Halloween candy is getting so expensive.
10 min
October 26Elon Says 200 AI Companies Won’t Survive, Meta Sells $95 Billion in Stock
Market update for October 26, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.
Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.
Meta’s plan to raise up to $95 billion
Ross rallying as Wall Street bets on bargain hunters.
Verizon fell despite strong subscriber growth and an Amazon deal.
Luxury brands losing billions, and what it reveals about the K-shaped economy.
11 min
October 23SpaceX Wants to Sell You a Phone Plan (Are They Doing Too Much?)
Market update for October 23, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds
SpaceX’s push for 80,000 cell sites, Crown Castle’s rally
Moderna’s stock plunged despite promising cancer-vaccine results.
Why Hoka and Ugg owner Deckers is resisting discounting.
Western Digital’s strong earnings and investors’ lingering AI worries.
Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers.
Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.
12 min
October 22Meta’s AI Bill Keeps Growing, Tesla Spending Cuts Raise Doubts
Market update for October 22, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Why investors are buying more protection against Big Tech’s debt.
Tesla’s earnings, and why spending less has Wall Street worried.
Meta’s growing AI bill and whether Muse can buy Zuck more time.
Spotify’s upbeat profit forecast and its potential as an AI winner.
Why IBM’s earnings beat wasn’t enough to convince investors.
Adidas’s World Cup marketing gamble and its record quarter.
14 min

About The Rundown

From the publisher's feed

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…