The Rundown

Market update for Monday August 3, 2026

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In today’s episode, Zaid covers:

• Why the U.S. government stepped in to support the Japanese yen
• AstraZeneca’s in talk over $400 billion merger with Bristol Myers Squibb
• Ferguson Enterprises joining the S&P 500 
• Roblox’s had worst day even after earnings 
• Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

Alex Heath returns to the show to talk about all things AI.

In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end. 

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Market update for Friday July 31, 2026

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In today’s episode, Zaid covers:

• The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade
• Why Apple's record quarter wasn't enough to keep the stock from sliding
• Amazon’s booming cloud business and its massive $220 billion AI spending plan
• Peacock joining YouTube Premium as streaming slowly rebuilds the cable bundle

Market update for Thursday July 30th

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In today’s episode, Zaid covers:

• Why the bond market is already questioning Kevin Warsh’s credibility

• Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending

• Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps

• Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve

• Carvana’s record quarter getting overshadowed by weaker-than-expected guidance

• DoorDash’s plan to build its own delivery drones and take food delivery to the sky
  

Market update for Wednesday July 29, 2026

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In today’s episode, Zaid covers:

• The Fed's biggest decision in years (a rate HIKE is actually on the table)

• Iran attacks US forces overnight and oil spikes back toward $90

• Ford raises its outlook again thanks to America's gas guzzler obsession

• SK Hynix posts a $42 billion quarter... and the stock still drops

• One AI storage stock pops while another gets punished despite beating earnings

• Somebody paid almost $1 million for Jensen Huang's leather jacket

Market update for Tuesday July 28, 2026

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In today’s episode, Zaid covers:

• The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface

• China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment

• Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff

• How Google’s AI Overviews are reshaping search
  

Market update for Monday July 27, 2026

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In today’s episode, Zaid covers:

• Markets rally as the U.S. and Iran pause fighting and oil prices retreat

• Why Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure deals

• D-Wave Quantum’s expanded partnership with AT&T

• Warner Bros. Discovery’s delayed Paramount merger and Supergirl struggles

• Why Waymo’s robotaxis are racking up parking tickets in Austin

Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.

In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.

Market update for Friday July 24, 2026.

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In today’s episode, Zaid covers:

• Trump's new tariffs on 60 countries that took effect overnight

• Intel’s blowout earnings and why the chipmaker is finally benefiting from the AI boom

• Oracle’s a $7 billion deal with the Pentagon 

• Why American Express stock is falling despite strong consumer spending and an earnings beat

• How Google’s SpaceX investment distorted their quarterly earnings