The Rundown

Market update for October 29, 2026
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In today’s episode, Zaid covers:
The Fed’s latest rate decision and Kevin Warsh’s surprise calendar change.

Why Google’s earnings sent its stock tumbling despite booming cloud growth.

What Microsoft’s results reveal about the cost of the AI buildout.

What DoorDash’s Instacart deal means for grocery delivery.

What’s driving another big quarter for Eli Lilly.

Why Chipotle shares rose despite an earnings miss.

What sent ServiceNow shares sliding after earnings.

How Anthropic’s cash pile stacks up against the biggest names in tech.

Market update for October 28, 2026
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In today’s episode, Zaid covers:
Why Anthropic’s IPO filing gave AI stocks a boost.

What Visa’s earnings reveal about consumer spending.

Why Wendy’s could be going private.

Vertiv’s big earnings report and what it says about AI infrastructure.

What’s behind Robinhood’s earnings slump.

Why Instagram and TikTok are making a play for your TV.

Market update for October 27, 2026
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In today’s episode, Zaid covers:
Tech stocks bouncing back ahead of a big week for the Fed and earnings.

What Anthropic’s IPO filing reveals about its growth, losses, and massive AI commitments.

Why JetBlue shares are climbing despite another quarterly loss.

What’s behind Whirlpool’s disappointing outlook.

Why Halloween candy is getting so expensive.

Market update for October 26, 2026
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In today’s episode, Zaid covers:
Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.

Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.

Meta’s plan to raise up to $95 billion

Ross rallying as Wall Street bets on bargain hunters.

Verizon fell despite strong subscriber growth and an Amazon deal.

Luxury brands losing billions, and what it reveals about the K-shaped economy.

Market update for October 23, 2026
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In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds

SpaceX’s push for 80,000 cell sites, Crown Castle’s rally

Moderna’s stock plunged despite promising cancer-vaccine results.

Why Hoka and Ugg owner Deckers is resisting discounting.

Western Digital’s strong earnings and investors’ lingering AI worries.

Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers.

Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.