The Rundown

Market update for September 18, 2026
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In today’s episode, Zaid covers:
Why stocks rallied after the Fed’s first rate hike in three years 
Why the Bank of Japan’s highest interest rate since 1995 could matter to U.S. investors
Warren Buffett stepping down as Berkshire Hathaway chairman after six decades
Yeti rising on an analyst upgrade
Netflix falling as Wells Fargo raises concerns about engagement
Apple sweeping the Emmy Awards despite almost nobody watching their shows

Market update for September 17th
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In today’s episode, Zaid covers:
The Fed’s first rate hike in three years, its unanimous vote, and why more hikes could be coming

Why stocks are still holding near record highs despite higher oil, bond yields, and interest rates

The SEC opening the door to tokenized stocks and potentially 24/7 U.S. stock trading

Generac surging after landing a massive Amazon data-center power deal

Lennar getting squeezed by higher mortgage rates and a weakening housing market

The frenzy around Starbucks Snoopy cup (and why it’s a genius business move)

Market update for September 16th
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In today's episode, Zaid covers:
Why the Fed’s expected rate hike may be the beginning of a new hiking cycle

Mark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdown

Meta’s plan for camera-free smart glasses as privacy concerns grow

The Clarity Act failing in the Senate and triggers selloff across crypto stocks

Intel and SK Hynix jumping on talks to manufacture memory chips in the U.S.

J.B. Hunt getting hammered as surging fuel costs squeeze profits

How malls became the best-performing sector in commercial real estate

Market update for September 15th

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In today’s episode, Zaid covers:
Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressure

Bitcoin’s late-summer rally facing two major tests from the Fed and Congress

The one word from Bank of America’s CEO that rattled bank stocks

Why Waystar could go private just two years after its IPO

What Dave & Buster’s latest quarter says about its struggling arcade business

The surprisingly high cost of owning a car before you even make the monthly payment

Market update for September 14th

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In today’s episode, Zaid covers:
Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week

Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development

CrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocks

Chip and AI infrastructure stocks getting hammered on fears that AI development could slow

How Tesla is reclaiming U.S. EV market share even while selling fewer cars