The Rundown

Market update for June 25, 2026. 
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In today’s episode, Zaid covers:
Oil prices falling back near pre-Iran war levels and what that could mean for inflation

Micron’s monster earnings and why it may have just saved the AI trade

Qualcomm pops on AI data center push

Wendy’s meme-stock rally stays alive 

Darden falls on Olive Garden weakness

Fun Fact: CEO pay hitting record high

Market update for Wednesday June 24, 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 global tech selloff rattling markets, and where investors are running for safety

Why Cerebras dropped in its first earnings report since going public

Why FedEx beat expectations but still got hit

Why Reddit is suddenly piling into Wendy's, and why Hertz is getting crushed

Google is finally joining the Dow Jones (I still don’t care about the Dow)

Market update for Tuesday June 23rd
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In today’s episode, Zaid covers:
Why tech stocks are selling off

Google just had the worst day in its history after losing two of its top AI minds to rivals

Why Meta is going all-in on $299 smart glasses

IBM rises after getting an upgrade from JPM

Qualcomm drops despite a $4B AI deal

Fun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it

Market update for June 22, 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:
Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operates

Why Apple says price increases are "unavoidable" and how the memory chip crisis is making all your electronics more expensive

Getty Images surges 200% on an OpenAI deal

SpaceX extends its post-IPO losing streak while launching its first-ever bond sale

Toy Story 5 shatters franchise records as Hollywood posts its best box office year since before the pandemic

Morningstar equity analyst Nicolas Owens breaks down why his team values SpaceX at just $63 per share despite the stock soaring above $200 after its IPO. We unpack the assumptions behind SpaceX's most ambitious bets, from reusable Starship launches to data centers in space and the company's growing AI ambitions. Owens also explains where he thinks investors may be getting ahead of themselves, why Starlink's opportunity could be smaller than advertised, and what milestones could ultimately justify the hype. Plus, we discuss the odds of a future Tesla–SpaceX merger and what it could mean for shareholders.