The Rundown

Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether today’s AI infrastructure demand can support SpaceX’s aggressive spending. Julie also breaks down MoffettNathanson’s $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.

Market update for August 
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:
Nvidia’s adds $442 billion in market value in a single day

What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair

Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts

Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions

Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth

Why TIME left Jensen Huang off its 100 most influential people in AI list

Market update for August 27, 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:
Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year

Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem

Why Salesforce is ripping higher after earnings while HP gets hammered

Why young Americans are becoming increasingly skeptical of AI and worried about job losses

Market update for Wednesday August 26, 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:
OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests

Nvidia’s massive earnings report tonight and why expectations are so high

Abercrombie’s earnings beat and Intuit’s disappointing outlook

Why LeBron James borrowed nearly $300 million against his future endorsement income

Market update for August 25, 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:
Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report

Bitcoin surges back above $80,000 as the crypto comeback gains momentum

Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices

United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness

Is the Labubu craze already over?