The Rundown

EPISODE DESCRIPTION:

Market update for October 13, 2026

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In today’s episode, Zaid covers:

• Why chip stocks are sliding as the market leans on a few big winners

• What JPMorgan, Goldman Sachs, Citigroup and Wells Fargo reveal about banks and consumers

• The catch behind Meta’s smarter Muse AI model

• What’s fueling UnitedHealth’s comeback

• Why Domino’s investors aren’t celebrating better-than-expected earnings

• Why a new generation is rediscovering Tamagotchi

Market update for October 12, 2026

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In today’s episode, Zaid covers:

• Why big tech keeps winning while smaller companies feel the pain of higher rates

• The AI startup Amazon reportedly wants, and what it has to do with Nvidia

• Starbucks responds to the Chipotle takeover chatter

• A bitcoin miner turned AI landlord, and a new memory-chip rival out of China

• Why Hollywood can’t get enough of cheap horror movies

Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the challenge of valuing Anthropic ahead of a potential IPO.

Market update for October 9, 2026

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In today’s episode, Zaid covers:

• Why OpenAI’s revenue numbers rattled AI stocks

• SpaceX’s wireless ambitions and the selloff in phone-carrier stocks

• Why Starbucks is exploring a Chipotle takeover

• Lumentum’s rally as AI customers reserve supplies years ahead

• Delta’s profit warning as fuel costs and airfares climb

• What Spotify is paying for in its renewed Joe Rogan deal

Market update for October 8, 2026

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In today’s episode, Zaid covers:

• What the highest Treasury yields since 2002 are doing to stock prices

• Why PepsiCo lowered its outlook even after beating estimates

• Paramount and Warner Bros. finally become one company, and the bill comes due

• Palantir gets an upgrade from Goldman Sachs

• Levi's earnings get a boost from tariff refunds 

• Webull slides after a House report on its ties to China

• Halloween's biggest spending category (hint: it's not candy)

Market update for October 7, 2026

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In today’s episode, Zaid covers:

• Why the S&P's latest record isn't as healthy as it looks

• SpaceX's push to raise $40B in debt, and why its bondholders are nervous

• Uber's $2.3B bet on workplace catering with ezCater

• The growing pressure on Mattel to consider a sale

• Why Constellation Brands fell despite beating earnings expectations

• What Anthropic CEO Dario Amodei earned in 2025, and how it stacks up against other CEOs

Market update for October 6, 2026

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In today’s episode, Zaid covers:

• Why corporate America sounds unusually confident heading into earnings season, even as yields climb

• Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting

• Google and Amazon’s growing appetite for nuclear power

• Vistra’s rally as federal financing backs nuclear upgrades

• The supplier bidding war rattling Seagate and Western Digital

• How the AI boom is reshuffling the world’s biggest fortunes

Market update for October 5, 2026

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In today's episode, Zaid covers:

• Why a stock market near record highs hides a much weaker picture underneath

• The White House’s new “Super Intelligence Force” and its AI safety assignment

• AI executives facing questions under oath at New York City Council

• Sam Altman’s reassurance to Cerebras

• Elon Musk’s TSMC comments rattling Intel investors

• Tom Cruise’s Digger flop as Warner Bros. prepares for its Paramount merger

The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.

Market update for October 2, 2026

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In today’s episode, Zaid covers:

• A surprisingly weak jobs report—and why Wall Street is cheering

• Nike’s disappointing outlook and the question hanging over its comeback

• Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation

• Onsemi’s deal makeover and the threat rattling Seagate and Western Digital

• China’s electric-truck boom and Tesla’s plans to ramp up the Semi