Market update for September 22, 2026

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In today’s episode, Zaid covers:

• Monday’s huge market rally (and the strange signal hiding underneath)
• Meta’s Muse AI app taking off causing Amazon to block it
• On Holding’s ambitious growth plans as it expands deeper into sports
• Why Labcorp and Quest Diagnostics are getting hit by Medicare reimbursement changes
• How a “Super El Niño” could disrupt food prices, shipping and the global economy
  

Market update for September 21, 2026

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Interview with Matt Hougan, CIO of Bitwise: (YouTube)

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In today’s episode, Zaid covers:

• Why a 5% Treasury yield might actually be good news

• Novo’s plan to find its next blockbusters as it tries to regain momentum against Eli Lilly

• Paramount’s push to clear a major hurdle in its Warner Bros. merger

• Accenture jumping after landing an AI-safety role with Anthropic

• Bitcoin breaking above $85,000 as crypto stocks rally

• The best-performing stock of the last 45 years (it's not a tech company)

Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to rally through bad news is a powerful signal of strength. The conversation explores what could drive crypto’s next major bull market and whether Bitcoin is finally beginning to behave like digital gold.

Market update for September 18, 2026

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In today’s episode, Zaid covers:

• Why stocks rallied after the Fed’s first rate hike in three years 
• Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investors
• Warren Buffett stepping down as Berkshire Hathaway chairman after six decades
• Yeti rising on an analyst upgrade
• Netflix falling as Wells Fargo raises concerns about engagement
• Apple sweeping the Emmy Awards despite almost nobody watching their shows
  

Market update for September 17th

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In today’s episode, Zaid covers:

• The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be coming

• Why stocks are still holding near record highs despite higher oil, bond yields, and interest rates

• The SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock trading

• Generac surging after landing a massive Amazon data-center power deal

• Lennar getting squeezed by higher mortgage rates and a weakening housing market

• The frenzy around Starbucks Snoopy cup (and why it’s a genius business move)
  

Market update for September 16th

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In today's episode, Zaid covers:

• Why the Fed’s expected rate hike may be the beginning of a new hiking cycle

• Mark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdown

• Meta’s plan for camera-free smart glasses as privacy concerns grow

• The Clarity Act failing in the Senate and triggers selloff across crypto stocks

• Intel and SK Hynix jumping on talks to manufacture memory chips in the U.S.

• J.B. Hunt getting hammered as surging fuel costs squeeze profits

• How malls became the best-performing sector in commercial real estate

Market update for September 15th

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In today’s episode, Zaid covers:

• Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressure

• Bitcoin’s late-summer rally facing two major tests from the Fed and Congress

• The one word from Bank of America’s CEO that rattled bank stocks

• Why Waystar could go private just two years after its IPO

• What Dave & Buster’s latest quarter says about its struggling arcade business

• The surprisingly high cost of owning a car before you even make the monthly payment

Market update for September 14th

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In today’s episode, Zaid covers:

• Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week

• Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development

• CrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocks

• Chip and AI infrastructure stocks getting hammered on fears that AI development could slow

• How Tesla is reclaiming U.S. EV market share even while selling fewer cars

Market update for September 11, 2026. 

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In today's episode, Zaid covers:

• Why sticky inflation and $100 oil just pushed Fed rate hike odds to 90%

• The bond market selloff driving the 10-year Treasury yield to the brink of 5%

• Oracle's massive cloud earnings and the wild "pre-order" strategy funding its AI buildout

• RH’s earnings beat and the tariff refund helping its bottom line

• Adobe’s earnings beat and why investors still aren’t convinced about its future in AI

• Why retailers are quietly killing the era of free online returns

Market update for September 10, 2026

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In today’s episode, Zaid covers:

• PPI inflation report puts energy prices in focus

• Apple unveiling its first foldable iPhone at $1,999 

• AeroVironment rallying after an earnings beat and growing drone backlog

• American Eagle sliding after a same-store sales miss as Aerie continues to drive growth

• An Anthropic researcher quitting over AI safety fears