The Rundown

Market update for Wednesday August 26, 2026
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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?

Market update for August 24, 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:
The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speech

The US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sight

What to expect from Nvidia’s earnings report on Wednesday

US Steel stocks surge from Canada tariffs 

Alibaba falls and the company issues new shares 

Fun fact: A humanoid robot that just beat Usain Bolt’s 100-meter world record

CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.

In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.