Market update for July 1, 2026.

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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

Market update for Tuesday June 30, 2026

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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
  

Market update for June 29, 2026

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

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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

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.

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.

Market update for Friday, June 26, 2026. 

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In today’s episode, Zaid covers:

• Apple AND Microsoft are raising prices and what it means for the AI trade

• Why OpenAI could delay their IPO

• Bayer jumps on Supreme Court ruling

• On Semiconductor falls on acquisition news 

• Fun Fact: Iren signed a $50M jersey patch deal with the Warriors

Market update for June 25, 2026. 

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In today’s episode, Zaid covers:

• Oil prices falling back near pre-Iran war levels and what that could mean for inflation

• Micron’s monster earnings and why it may have just saved the AI trade

• Qualcomm pops on AI data center push

• Wendy’s meme-stock rally stays alive 

• Darden falls on Olive Garden weakness

• Fun Fact: CEO pay hitting record high
  

Market update for Wednesday June 24, 2026

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In today’s episode, Zaid covers:

• The global tech selloff rattling markets, and where investors are running for safety

• Why Cerebras dropped in its first earnings report since going public

• Why FedEx beat expectations but still got hit

• Why Reddit is suddenly piling into Wendy's, and why Hertz is getting crushed

• Google is finally joining the Dow Jones (I still don’t care about the Dow)

Market update for Tuesday June 23rd

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In today’s episode, Zaid covers:

• Why tech stocks are selling off

• Google just had the worst day in its history after losing two of its top AI minds to rivals

• Why Meta is going all-in on $299 smart glasses

• IBM rises after getting an upgrade from JPM

• Qualcomm drops despite a $4B AI deal

• Fun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it

Market update for June 22, 2026. 

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In today’s episode, Zaid covers:

• Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operates

• Why Apple says price increases are "unavoidable" and how the memory chip crisis is making all your electronics more expensive

• Getty Images surges 200% on an OpenAI deal

• SpaceX extends its post-IPO losing streak while launching its first-ever bond sale

• Toy Story 5 shatters franchise records as Hollywood posts its best box office year since before the pandemic