The Rundown

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 

Market update for September 9, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• $100 oil is putting inflation and macro risk back in focus

• The U.S.-Canada trade war escalating with new tariffs and outright import bans

• Meta’s new Muse AI agent and why Wall Street is suddenly excited about the company’s AI strategy

• Chime buying Stride Bank for $590 million as it moves more of its banking business in-house

• ServiceTitan getting crushed despite beating earnings expectations

• Hollywood’s record-breaking summer box office (with an asterisk)

Market update for September 8th

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In today’s episode, Zaid covers:

• Why strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focus

• Apple’s biggest iPhone event in years and the expected debut of its first foldable iPhone

• Qualcomm landing a major Amazon deal as it pushes deeper into AI data centers

• Bloom Energy joining the S&P 500 after a massive AI-powered run

• Novartis getting crushed after its third major drug-trial setback in a week

• Microsoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable