The Rundown

Market update for November 11, 2026
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In today’s episode, Zaid covers:
Why investors are paying a premium for stocks like Walmart over tech 

CoreWeave’s earnings rally and the debt question facing its AI buildout

The latest developments in Nvidia’s investigation into Jensen Huang

Why Hims & Hers shares fell after earnings

What shoppers are buying during China’s massive Singles’ Day event

Market update for November 10th
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In today’s episode, Zaid covers:
Why a hotter-than-expected inflation report has investors bracing for a bigger Fed rate hike

Anthropic’s IPO price range, and why the valuation came in lower than expected

Take-Two climbs ahead of the GTA 6 launch

Rocket Lab’s growing backlog and falling stock

What’s behind On Holding’s post-earnings slide

The $10 billion TV franchise nobody talks about

Market update for November 9, 2026
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In today’s episode, Zaid covers:
Nvidia’s Board launches investigation into Jensen Huang

Constellation Energy’s earnings and the outlook for data-center power demand

AMD’s upgrade and a potential opening in the chip race

Monday.com’s earnings beat and the forecast that disappointed investors

Why Tesla is winding down Cybertruck production

Market update for November 6, 2026
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In today’s episode, Zaid covers:
The AI selloff that dragged the entire market lower

A surprise in the October jobs report and what it means for the Fed

Earnings from Cloudflare, IREN, Airbnb, Lyft and DraftKings

Just how big the global anime business has become

Market update for November 5, 2026
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In today’s episode, Zaid covers:
Why stocks rallied after the midterms, and why the results might be secretly good news for Big Tech

Why CVS is breaking itself up into two companies

Earnings recap from AppLovin, Figma, Qualcomm, Cava and Snap

Apollo becoming one of the biggest owners of AI chips in the world