The Rundown

Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial, explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware gives his take on a potential Fed shakeup and the biggest open questions for markets in 2026.

Space is no longer just science fiction—it’s becoming the next battleground for tech, AI, and Wall Street. As SpaceX inches toward a potential IPO and government support accelerates the new space race, investors are piling into anything tied to orbit. In this weekend deep dive, we explore why space stocks are suddenly on fire and which companies could actually benefit as the industry scales. Will these stocks reach escape velocity, or come crashing back to Earth?

Market update for Friday December 26, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Nvidia makes $20B deal with AI chip company GroqSilver & gold prices continue historic rallyMemory chip stocks jump on AI-driven price hikesBiohaven shares nosedive on depression drug trial failureCoca-Cola responsible for modern day Santa Claus

Market update for Wednesday December 24, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:The S&P 500 hits another record as GDP growth comes in hotter than expectedApple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things aroundGoogle-backed AI fleet management company Motive files for an IPODynavax surges after agreeing to a $2.2B acquisition by SanofiIntel slides after reports Nvidia won’t use its chip manufacturing processTech IPOs in 2025 have disappointed investors

Market update for Tuesday December 23, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Gold and silver prices hit new recordsNovo’s weight-loss pill gets FDA approvalGoogle buys a renewable energy firm for $4.75BTrump’s new battleship deal goes to Huntington IngallsU.S. drone stocks soar after U.S. bans foreign playersJohnson & Johnson ordered to pay $1.5B by jury in baby powder case