The Rundown

Market update for Wednesday June 10th
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In today’s episode, Zaid covers:
Inflation heats up to 4.2% in May, the hottest reading in three years 

Anthropic releases Mythos 5, the AI model it once called too dangerous for the public

Nvidia and Google are co-signing massive data center deals for OpenAI and Anthropic 

Cracker Barrel posts a surprise profit 

Super Micro sinks on a $7 billion stock sale

Fun Fact: the Knicks are making $20 million per home game at the NBA Finals

Market update for June 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:
OpenAI confidentially filing for an IPO
Apple unveiling Siri AI at WWDC powered by Google's Gemini technology
GSK acquiring cancer drugmaker Nuvalent for $10.6 billion
Vail Resorts cutting outlook for the second time this year after worst snowfall season on record
Fun Fact: University endowments are about to make billions off the SpaceX IPO this Friday

Market update for Monday June, 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:
What triggered Friday's massive selloff

Apple kicks off WWDC with a make-or-break moment for Siri and its AI strategy

Google signs a $30 billion deal with SpaceX for AI computing power ahead of the IPO

Corning lands AI data center deal with Amazon

Wix cuts 20% of its workforce and slashes its revenue outlook

Fun Fact: South Korea has been the best-performing major stock market in the world this year

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.