The Rundown

Market update for Thursday July 23, 2026

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In today’s episode, Zaid covers:

• Oil prices are surging toward $100 and why bond yields are rising 

• Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall Street

• Tesla's car sales are back, but profits fall and cash flow went negative

• ServiceNow’s jumps on strong growth 

• IBM is still struggling after its brutal earnings warning

• Fun fact: The Japanese yen just fell to its weakest level in roughly 40 years
  

Market update for July 22, 2026

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In today’s episode, Zaid covers:

• Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressure

• SpaceX sets its first earnings and massive share unlock as short sellers pile in

• Novo Nordisk sues Eli Lilly over weight-loss drug ads

• Super Micro surges on stronger margins and record AI server demand

• GE Vernova drops despite raising its outlook

• Kraft partners with Mickey Mouse to recharge growth 

Market update for Tuesday July 21, 2026

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In today’s episode, Zaid covers:

• Why a calm S&P 500 is hiding historic volatility beneath the market’s surface

• Trump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)

• How GM is growing profits while selling fewer cars

• Why 3M and Nebius are surging while Equifax gets hammered

• How the World Cup boosted American hotels, bars and FIFA’s bottom line
  

Market update for Monday July 20, 2026

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In today’s episode, Zaid covers:

• Last week's brutal chip stock selloff and what it means for the AI trade

• A stacked week of Big Tech earnings, with Tesla and Google on deck

• Kimi K3, the new Chinese AI model rattling Wall Street

• Domino's rising thanks to supply chain business

• AMC's surprise blockbuster earnings  

• Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office

Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.

In this weekend deep dive, Zaid breaks down Apple’s lawsuit against OpenAI and the wild allegations involving stolen laptops, confidential files, and Apple hardware brought to job interviews. He also looks at why Apple may be using the case to slow OpenAI’s hardware ambitions, what Sam Altman and Jony Ive are actually building, and the bad blood between Apple's next CEO John Ternus and OpenAI's hardware chief Tang Tan

Market update for July 17, 2026. 

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In today’s episode, Zaid covers:

• Why the tech selloff is getting worse and chip stocks are nearing a bear market

• Netflix earnings and why the stock hitting a two-year low

• SpaceX stock keeps falling after an aborted Starship launch (and what it means for the IPO market)

• Google’s delayed Gemini 3.5 Pro model and growing concerns about its AI strategy

• Apollo’s potential $3 billion Yankees deal and private equity’s growing role in sports

Market update for Thursday July 16, 2026

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In today’s episode, Zaid covers:

• SpaceX briefly falling below its $135 IPO price for the first time

• TSMC’s 77% profit surge and its new $100 billion U.S. investment

• UnitedHealth ripping higher after a major earnings beat and raised outlook

• United Airlines falling as higher fuel costs pressure its forecast

• T. rex fossil selling for a record-breaking $50.1 million
  

Market update for Wednesday July 15, 2026

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In today’s episode, Zaid covers:

• Why cooler CPI and PPI inflation data is easing fears of another Fed rate hike

• Kevin Warsh’s promise of a “regime change” at the Federal Reserve

• ASML’s blowout earnings and what its order book says about the AI boom

• Samsung and DeepSeek could be among the next major AI-related companies headed to public markets

• PayPal’s $53 billion takeover offer 

• Lucid’s bankruptcy rumor

• Why New York is temporarily blocking large data centers

Market update for Tuesday July 14th

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In today’s episode, Zaid covers:

• Inflation finally cools off but that might be temporary 

• Five megabanks reported earnings this morning, and Wall Street's trading desks are printing money

• IBM suffering one of its worst stock drops in decades after a disappointing sales warning

• Memory and storage stocks rallying as companies prioritize AI hardware spending

• Chipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?