The Rundown

Market update for July 13, 2026. 

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In today’s episode, Zaid covers:

• A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh’s first congressional testimony as Fed chair

• Apple’s lawsuit accusing OpenAI of stealing trade secrets  the details are wild)

• Why Apple's stock is hitting record highs while the rest of the AI trade sells off

• MGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US ticker

• The record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks

Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.

In today's deep dive, Zaid breaks down Meta's new AI playbook to actually make money from AI and justify their $145 BILLION capex. 

Over the last two weeks, Meta revealed plans to become an AI cloud provider and launched a coding model to take on OpenAI and Anthropic 

Zaid gets into whether launching a cloud side business actually fixes Meta's AI problem with Wall Street, or just proves the company isn't sure the core bet pays off.

Market update for Friday July 10, 2026

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In today’s episode, Zaid covers:

• SK Hynix pulls off the biggest US debut by a foreign company in history
• Circle just got the greenlight to become a bank... sort of
• Why WD-40 shares are surging after a monster quarter
• Why Delta stock is falling despite strong earnings
• Why Netflix is slowly rebuilding cable with live TV channels

Market update for July 9, 2026.

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In today’s episode, Zaid covers:

• Fed minutes showing officials split on whether inflation could force rate hikes

• Nvidia’s $1 trillion slide and why its valuation now looks surprisingly cheap

• PepsiCo earnings show weak North American demand

• Cerebras and Micron rally on AI infrastructure demand

• AstraZeneca slides after a drug trial miss

• Meta’s “super sensing” AI glasses are really creepy
  

Market update for July 8, 2026. 

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In today’s episode, Zaid covers:

• Oil prices ripping higher after Trump says the U.S.-Iran ceasefire may be over

• Chip stocks selling off globally as South Korea’s KOSPI enters a bear market

• Apple’s $30B+ deal with Broadcom to produce billions of U.S.-made chips

• Jeff Bezos’ Blue Origin raising outside money for the first time at a $130B valuation

• Energy stocks jumping while airlines and cruise lines fall on higher fuel costs

• Netflix, Disney, and YouTube eyeing World Cup rights after massive U.S. ratings

Market update for July 7, 2026.

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In today’s episode, Zaid covers:

• Oil prices falling near pre-war levels as Wall Street worries about oversupply

• Samsung's profit jumped 1,800%... so why did the stock tank?

• SpaceX joining the Nasdaq-100 less than a month after its IPO

• Fiserv popping on talks to sell its debit-card network

• Rivian drops after a share offering

• Netflix’s season-two problem as major shows lose huge chunks of their audience

Market update for Monday July 6, 2026

Interview with Bloomberg’s Mark Gurman about Apple: (Spotify)

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In today’s episode, Zaid covers:

• Microsoft cutting thousands of jobs and hitting reset on Xbox after years of gaming acquisitions

• Apple extending its Broadcom chip partnership through 2031 as it builds out AI infrastructure

• TeraWulf surging after landing a 20-year Anthropic data center deal

• Strategy falling after selling Bitcoin to fund dividend payments

• Buc-ee’s turning clean bathrooms, brisket, and Beaver Nuggets into a roadside retail empire

In today’s episode we talk with Mark Gurman, Editor at Bloomberg, about why Apple is raising prices, what it could mean for demand of their products, and some ways that Apple is trying to get around the memory supply shortage causing all of this. We also touch on the revamped Siri that is launching this fall and what to expect from John Turnes when he takes over as CEO.

Market update for Thursday July 3, 2026

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In today’s episode, Zaid covers:

• What a WEAK June jobs report could mean for the Fed
• Why Apple is looking to buy memory chips from blacklisted Chinese companies
• Sam Altman's pitch to hand the U.S. government a 5% stake in OpenAI
• Palantir rallying on its Nvidia partnership and a fresh analyst upgrade
• Bending Spoons cools after its big IPO debut
• Why this year’s Fourth of July barbecue is getting hit hard by inflation, especially beef prices