The Rundown

Market update for Monday May 18, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Check out the Cerebras Deep Dive: (Spotify, YouTube)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
What to watch this week from Nvidia, Walmart, and Target earnings

NextEra Energy’s $67 billion deal to buy Dominion Energy

Berkshire Hathaway’s first major portfolio shakeup under new CEO Greg Abel

Why Cerebras is bouncing after its volatile IPO debut

Why Regeneron shares are falling after a failed late-stage melanoma trial

How OpenAI and Anthropic now dominate the AI startup space

The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, including its growing consumer health platform focused on peptides, longevity, and human optimization. Plus, why the company believes the future of sports and healthcare are becoming increasingly connected.

In today's deep dive, Zaid breaks down the Cerebras IPO. 
Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme, and whether the stock can justify a valuation of 130x sales.

Market update for Friday May 15, 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:
Why oil prices are rising after the Trump-Xi summit 

OpenAI preparing possible legal action against Apple over their failed ChatGPT partnership

How Ford became an AI stock after launching Ford Energy

Figma crushing earnings and proving software stocks aren't dead yet

Applied Materials posting record results but the stock falling anyway

Plus, Zaid answers a listener question about his journey from civil engineering to hosting The Rundown

Market update for Thursday May 14, 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:
Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cuts
Nvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limbo
Cerebras’ massive AI chip IPO and what it says about investor appetite for the AI trade
Cisco soaring on AI data center demand and stronger networking revenue
Doximity plunging after weak guidance disappoints Wall Street
Micron overtaking Nvidia as the most heavily traded stock in the market