The Rundown

Market update for October 1, 2026

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In today’s episode, Zaid covers:

• A wild Q3 for stocks and bonds

• Why Micron’s monster earnings barely moved the stock

• Apple’s smart-home plans and its new CEO’s push to move faster

• Accenture’s earnings jump as AI reshapes its business

• Google’s new AI model and its aggressive pricing

• Why Americans keep carrying cash they rarely spend
  

Market update for September 30, 2026

Interview with Tech Journalist Kevin Roose (Spotify, YouTube)

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In today’s episode, Zaid covers:

• Cooler-than-expected PCE inflation and whether the bond market can finally calm down

• President Trump’s new AI safety accord with the biggest names in tech

• OpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraise

• Boeing landing the Navy’s next-generation fighter contract

• Cal-Maine getting crushed as falling egg prices flip the economics of “eggflation”

• Why holiday airfare has reached its highest level in a decade

Market update for September 29, 2026

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In today’s episode, Zaid covers:

• Why the S&P 500 looks strong even as huge parts of the market move in the opposite direction

• Oura’s last-minute decision to delay its highly anticipated IPO

• CarMax showing signs its turnaround is gaining traction

• Fair Isaac getting hammered as FICO faces new competition in mortgages

• Why minivans are making a comeback

Market update for September 28, 2026

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In today’s episode, Zaid covers:

• Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps again

• Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization

• MongoDB getting crushed after CEO CJ Desai leaves for Meta

• Roblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentals

• SpaceX sending Starship into orbit for the first time
  

AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent, Google’s response, and what intensifying competition means for consumers. Roose shares what he’ll be watching as the next generation of AI models arrives.

Market update for September 25, 2026

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In today’s episode, Zaid covers:

• Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worse

• Costco’s strong earnings and why it’s using tariff refunds to lower prices

• Akamai’s massive Anthropic compute deal and why the stock is surging

• Nike’s latest downgrade as Wall Street questions how long its turnaround will take

• How Public is combining prediction markets with AI tools for investors

Market update for September 24, 2026

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In today’s episode, Zaid covers:

• Why the bond market suddenly sold off and Treasury yields surged above 5%

• Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadget

• Activist investor Starboard pushing Knife River to improve margins or consider a sale

• Darden falling as higher restaurant costs eat into profits

• Oracle’s Project Jupiter data center running into uncertainty

• Why Disney+ has gotten dramatically more expensive since its 2019 launch

Market update for September 23, 2026

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In today’s episode, Zaid covers:

• Why the Nasdaq is hitting records even as AI fears spread to financial stocks

• Mortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loans

• The humans secretly helping Meta’s Muse AI agent make phone calls

• IonQ sending quantum stocks higher after a major error-correction milestone

• KB Home falling as high mortgage rates keep pressure on housing

• Why Apple may owe some iPhone owners money over its delayed Siri AI rollout

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)