The Rundown

Market update for September 30, 2026
Interview with Tech Journalist Kevin Roose (Spotify, YouTube)
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In today’s episode, Zaid covers:
Cooler-than-expected PCE inflation and whether the bond market can finally calm down

President Trump’s new AI safety accord with the biggest names in tech

OpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraise

Boeing landing the Navy’s next-generation fighter contract

Cal-Maine getting crushed as falling egg prices flip the economics of “eggflation”

Why holiday airfare has reached its highest level in a decade

Market update for September 29, 2026
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In today’s episode, Zaid covers:
Why the S&P 500 looks strong even as huge parts of the market move in the opposite direction

Oura’s last-minute decision to delay its highly anticipated IPO

CarMax showing signs its turnaround is gaining traction

Fair Isaac getting hammered as FICO faces new competition in mortgages

Why minivans are making a comeback

Market update for September 28, 2026
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In today’s episode, Zaid covers:
Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps again

Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization

MongoDB getting crushed after CEO CJ Desai leaves for Meta

Roblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentals

SpaceX sending Starship into orbit for the first time

AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent, Google’s response, and what intensifying competition means for consumers. Roose shares what he’ll be watching as the next generation of AI models arrives.

Market update for September 25, 2026
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In today’s episode, Zaid covers:
Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worse

Costco’s strong earnings and why it’s using tariff refunds to lower prices

Akamai’s massive Anthropic compute deal and why the stock is surging

Nike’s latest downgrade as Wall Street questions how long its turnaround will take

How Public is combining prediction markets with AI tools for investors