The Rundown

Market update for Wednesday July 29, 2026
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In today’s episode, Zaid covers:
The Fed's biggest decision in years (a rate HIKE is actually on the table)

Iran attacks US forces overnight and oil spikes back toward $90

Ford raises its outlook again thanks to America's gas guzzler obsession

SK Hynix posts a $42 billion quarter... and the stock still drops

One AI storage stock pops while another gets punished despite beating earnings

Somebody paid almost $1 million for Jensen Huang's leather jacket

Market update for Tuesday July 28, 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 global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surface

China’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipment

Coca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloff

How Google’s AI Overviews are reshaping search

Market update for Monday July 27, 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:
Markets rally as the U.S. and Iran pause fighting and oil prices retreat

Why Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure deals

D-Wave Quantum’s expanded partnership with AT&T

Warner Bros. Discovery’s delayed Paramount merger and Supergirl struggles

Why Waymo’s robotaxis are racking up parking tickets in Austin

Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.

In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.