The Rundown

The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.

Market update for October 2, 2026
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In today’s episode, Zaid covers:
A surprisingly weak jobs report—and why Wall Street is cheering

Nike’s disappointing outlook and the question hanging over its comeback

Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation

Onsemi’s deal makeover and the threat rattling Seagate and Western Digital

China’s electric-truck boom and Tesla’s plans to ramp up the Semi

Market update for October 1, 2026
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In today’s episode, Zaid covers:
A wild Q3 for stocks and bonds

Why Micron’s monster earnings barely moved the stock

Apple’s smart-home plans and its new CEO’s push to move faster

Accenture’s earnings jump as AI reshapes its business

Google’s new AI model and its aggressive pricing

Why Americans keep carrying cash they rarely spend

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