The Rundown

Market update for Thursday August 6, 2026
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In today’s episode, Zaid covers:
What the gold rally says about the dollar, bond yields and the Fed
Disney’s earnings beat, powered by parks, streaming and Toy Story 5
Eli Lilly’s monster quarter as Mounjaro and Zepbound sales surge
DoorDash’s DashPass growth and Sandisk’s surprising post-earnings selloff
Why used electric vehicles are suddenly rising in value

Market update for Wednesday August 5, 2026
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In today’s episode, Zaid covers:
Stocks hit new records as the AI trade makes a massive comeback

SpaceX reports earnings for the first time as a public company, revealing a huge AI infrastructure spending 

AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.

Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.

MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

Market update for Tuesday August 4, 2026
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In today’s episode, Zaid covers:
Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz
Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue
McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic
Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough
How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests

Market update for Monday August 3, 2026
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In today’s episode, Zaid covers:
Why the U.S. government stepped in to support the Japanese yen
AstraZeneca’s in talk over $400 billion merger with Bristol Myers Squibb
Ferguson Enterprises joining the S&P 500 
Roblox’s had worst day even after earnings 
Fun Fact: Spider-Man: Brand New Day nearly broke the all-time box-office opening record

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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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.