The Rundown

Sandisk’s stock has gone up over 1,500% in the last 12 months, so what is causing this surge?

In today’s deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competition

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Market update for Friday February 6, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode:
Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt down
Amazon shares slide after the company unveils a massive $200B AI capex plan
Nvidia delays new gaming chips because of memory shortage
Roblox pops after blowout bookings growth and strong user momentum
Hims slides after warning from FDA and Novo about copycat pill 
A look at the business behind the 2026 Winter Olympics kicking off in Italy

Market update for Thursday February 5, 2026
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In today’s episode:
Tech stocks slide for a second straight day as market continues to broaden
Google crushes earnings, but massive AI capex plans raise concerns on Wall Street
SpaceX looks to fast-track its way into major stock indexes ahead of a potential IPO
Snap surprises investors with a rare profitable quarter, while Qualcomm sinks on weak guidance
Fun fact: Nintendo brings back the Virtual Boy

Market update for Wednesday February 4, 2026
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In today’s episode:
Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption
Eli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance 
Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it

Market update for Tuesday February 3, 2026
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Cathie Wood Interview (Spotify, YouTube)
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In today’s episode:
SpaceX merges with xAI, creating the most valuable private company on Earth
Palantir shares surge after blowout earnings and strong guidance driven by AI demand
Disney officially names Josh D’Amaro as its next CEO, ending a long succession saga