The Rundown

Market update for August 25, 2026

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In today’s episode, Zaid covers:

• Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report

• Bitcoin surges back above $80,000 as the crypto comeback gains momentum

• Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices

• United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness

• Is the Labubu craze already over?

Market update for August 24, 2026. 

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In today’s episode, Zaid covers:

• The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speech

• The US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sight

• What to expect from Nvidia’s earnings report on Wednesday

• US Steel stocks surge from Canada tariffs 

• Alibaba falls and the company issues new shares 

• Fun fact: A humanoid robot that just beat Usain Bolt’s 100-meter world record 

CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.

In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.

Market update for August 21, 2026. 

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In today’s episode, Zaid covers:

• Why Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem.

• China’s Unitree Robotics IPO, where the humanoid robot maker surged 460% on its first day of trading and why investors are betting robots could become the next major AI platform.

• Anthropic’s potential mega IPO timeline

• Ross Stores’ strong earnings and why bargain hunting is helping discount retailers win

• The Atlanta Falcons’ $10.6 billion valuation and how sports teams have become some of the hottest investment assets in the world.

Market update for August 20, 2026

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In today’s episode, Zaid covers:

• Why Treasury Secretary Scott Bessent is stepping in to push long-term Treasury yields lower

• What the Treasury’s bond buyback strategy means for stocks, mortgages, and borrowing costs

• Walmart earnings after the retailer posted its slowest U.S. sales growth in more than six years

• Why Bitcoin, Ethereum, Coinbase, and other crypto names are rallying

• Alibaba’s 75% profit plunge as AI spending surges

• How billions of dollars in tariff refunds are boosting corporate earnings

Market update for August 19, 2026

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In today’s episode, Zaid covers:

• Why bond yields are surging around the world, and what 5% long-term rates could mean for stocks

• Trump’s last-minute pause on 50% tariffs targeting Canadian goods

• Target’s latest earnings and whether its turnaround is actually working

• Moderna’s major personalized cancer vaccine breakthrough and Lowe’s disappointing outlook

• Why some Gen Z investors are treating sports betting like part of their long-term financial strategy

Market update for Tuesday August 18, 2026

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In today’s episode, Zaid covers:

• Why surging Treasury yields and higher oil prices are becoming a major risk for the stock market

• Home Depot’s earnings and what they reveal about the frozen housing market

• Tesla’s plan to launch its steering-wheel-free Cybercab in Austin as soon as August

• Duolingo’s rebound on upgrade and Baidu’s struggle to turn its AI investments into growth

• Why Google is paying $10 million to buy decades of Spirit Airlines’ internal business data for AI

Market update for Monday August 17, 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:

• Why the Trump administration is warning Apple not to buy memory chips from Chinese suppliers

• Meta’s massive legal battle over the addictive design of Instagram and Facebook

• Sandisk’s rally as memory stocks heat up, and L3Harris falling after abruptly replacing its CEO

• Ferrari’s first electric car sells for $40 million at auction 

Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neoclouds, why he believes Palantir may be one of the best companies in the world, and why Wall Street could still be misunderstanding Micron.