The Rundown

Market update for Wednesday August 5, 2026
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In today’s episode, Zaid covers:
Stocks hit new records as the AI trade makes a massive comeback

SpaceX reports earnings for the first time as a public company, revealing a huge AI infrastructure spending 

AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.

Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.

MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

Market update for Tuesday August 4, 2026
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In today’s episode, Zaid covers:
Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz
Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue
McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic
Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough
How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests

Market update for Monday August 3, 2026
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In today’s episode, Zaid covers:
Why the U.S. government stepped in to support the Japanese yen
AstraZeneca’s in talk over $400 billion merger with Bristol Myers Squibb
Ferguson Enterprises joining the S&P 500 
Roblox’s had worst day even after earnings 
Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

Alex Heath returns to the show to talk about all things AI.
In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end. 

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Check out the Public app for incredible investing tools and to support the show (LINK)

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Market update for Friday July 31, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode, Zaid covers:
The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade
Why Apple's record quarter wasn't enough to keep the stock from sliding
Amazon’s booming cloud business and its massive $220 billion AI spending plan
Peacock joining YouTube Premium as streaming slowly rebuilds the cable bundle