The Rundown

Market update for Wednesday May 6, 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:
Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the war

AMD’s blowout earnings, including surging data center revenue

Disney beats across the board in new CEO Josh D'Amaro's first earnings report

Uber rising after stronger-than-expected bookings guidance and continued delivery growth

Nvidia investing in Corning as fiber optics become a bigger part of the AI data center buildout

Lucid falling after a weak quarter, flat deliveries, and suspended production guidance

Amazon opening up its massive logistics network to outside businesses

Market update for Tuesday May 5, 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: 
Bitcoin crossing back above $80K

Palantir crushing earnings, but investors question the valuation

Apple talking to Intel and Samsung to build chips in the U.S.

Pinterest surging after a strong earnings report and upbeat guidance

Duolingo dropping as bookings growth slows

Michael Burry dumping GameStop after its wild bid for eBay

The Devil Wears Prada 2 proving millennial nostalgia is big business at the box office

Market update for Monday May 4, 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:
Why earnings are pushing stocks higher 
Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare prices
Highlights from the first Berkshire Hathaway annual meeting without Warren Buffett on stage
GameStop making a wild $56 billion offer to buy eBay

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they could reshape financial advice. Plus, a look at prediction markets, the evolution of retail investing, and where the industry is headed next—including a tease of Public’s upcoming “free money” feature.

In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.