The Rundown

Alex Heath returns to the show to talk about all things AI.
In today’s conversation we get into Meta’s earnings and AI plans, whether Apple is a genius or just lucky for sitting out the AI capex wars, the Apple vs. OpenAI lawsuit, who actually has the momentum between OpenAI and Anthropic, and some hot takes at the end. 

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Market update for Friday July 31, 2026
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In today’s episode, Zaid covers:
The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade
Why Apple's record quarter wasn't enough to keep the stock from sliding
Amazon’s booming cloud business and its massive $220 billion AI spending plan
Peacock joining YouTube Premium as streaming slowly rebuilds the cable bundle

Market update for Thursday July 30th
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In today’s episode, Zaid covers:
Why the bond market is already questioning Kevin Warsh’s credibility

Meta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spending

Microsoft’s strong quarter as Azure growth accelerates and Copilot adoption jumps

Starbucks’ turnaround gaining momentum as customer traffic and same-store sales improve

Carvana’s record quarter getting overshadowed by weaker-than-expected guidance

DoorDash’s plan to build its own delivery drones and take food delivery to the sky

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
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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