The Rundown

Market update for Wednesday July 15, 2026
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In today’s episode, Zaid covers:
Why cooler CPI and PPI inflation data is easing fears of another Fed rate hike

Kevin Warsh’s promise of a “regime change” at the Federal Reserve

ASML’s blowout earnings and what its order book says about the AI boom

Samsung and DeepSeek could be among the next major AI-related companies headed to public markets

PayPal’s $53 billion takeover offer 

Lucid’s bankruptcy rumor

Why New York is temporarily blocking large data centers

Market update for Tuesday July 14th
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:
Inflation finally cools off but that might be temporary 

Five megabanks reported earnings this morning, and Wall Street's trading desks are printing money

IBM suffering one of its worst stock drops in decades after a disappointing sales warning

Memory and storage stocks rallying as companies prioritize AI hardware spending

Chipotle is opening its first restaurant in... Mexico. Will Mexicans buy American-made Mexican food?

Market update for July 13, 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:
A packed week ahead featuring CPI, PPI, bank earnings, and Kevin Warsh’s first congressional testimony as Fed chair

Apple’s lawsuit accusing OpenAI of stealing trade secrets  the details are wild)

Why Apple's stock is hitting record highs while the rest of the AI trade sells off

MGM Resorts jumps on buyout talks with Barry Diller, while SK Hynix crashes in its first day under its new US ticker

The record-shattering price one tech billionaire just paid for the Super Bowl champion Seahawks

Jason Ware, Chief Investment Officer at Albion Financial Group, returns to break down one of the biggest shifts happening in the stock market today: the move away from the Magnificent Seven and toward AI infrastructure winners like Micron and other semiconductor companies. We discuss why memory stocks have become the hottest trade on Wall Street, whether hyperscalers are spending too much on AI, and what Microsoft's recent struggles really mean for investors. Jason also explains what he's watching heading into earnings season, why free cash flow matters more than ever, and how the new Federal Reserve under Kevin Warsh could shape markets in the second half of the year.

In today's deep dive, Zaid breaks down Meta's new AI playbook to actually make money from AI and justify their $145 BILLION capex. 
Over the last two weeks, Meta revealed plans to become an AI cloud provider and launched a coding model to take on OpenAI and Anthropic 
Zaid gets into whether launching a cloud side business actually fixes Meta's AI problem with Wall Street, or just proves the company isn't sure the core bet pays off.