The Rundown

Market update for Monday June 15, 2026
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In today’s episode, Zaid covers:
The US and Iran reach a peace deal to reopen the Strait of Hormuz

Why the US government forced Anthropic to pull its most powerful AI model just days after launch 

SpaceX pulls off the biggest IPO in history (and just made it even bigger)

Paramount-Warner Bros. gets cleared to buy WBD

Fox buys Roku for $22 Billion

Knicks shatter merch record

Navan CFO Aurélien Nolf joins Zaid to break down the company's rapid growth, why corporate travel demand remains resilient, and how Navan is building custom AI models. They explore the rise of agentic AI, how the company bounced back from a bumpy IPO debut last Fall, and the businesss trends that drove bookings growth of 50% year over year in their most recent quarter. Plus, Nolf shares his perspective on the AI infrastructure boom and what it means for the next generation of software companies.

Google just raised roughly $85 billion by selling stock — even though the company is already sitting on a mountain of cash and generating massive cash flow.
So why would one of the richest companies on Earth sell shares for the first time in nearly two decades?
In this weekend's deep dive, Zaid breaks down Google’s record-breaking stock sale, why the company may have chosen equity instead of taking on more debt, and how its massive AI infrastructure spending is changing the math for Big Tech.
We also dig into Google’s AI buildout, its cloud demand, the risks of overbuilding data centers, and whether this move is a smart financing decision or a warning sign that the AI trade is getting way too stretched.

Market update for Friday, June 12, 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:
What you need to know about the SpaceX IPO today

Arm rallies on a bold AI call 

Adobe sinks despite beating earnings

Fun Fact: SpaceX IPO is minting over 4,400 employee millionaires (and Elon becomes the world's first trillionaire

Market update for Thursday June 11th
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:
A hot PPI inflation report and escalation with Iran

Oracle's monster quarter that still sent the stock tumbling 

OpenAI weighing drastic price cuts as an AI price war brews with Anthropic

Navan soars on earnings while Beijing slaps down Alibaba and JD.com

Why World Cup ticket prices are falling