The Rundown

Market update for October 15, 2026
Interview with Coreweave’s Cofounder Brannin McBee [YouTube]
Interview with Gil Luria [YouTube]
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In today’s episode, Zaid covers:
Why stocks had their worst day since July,

CoreWeave’s bonds fall into distress

TSMC’s record profits and potential Texas expansion

Walmart’s upgrade and unexpected advantage in AI shopping

Rocket Lab’s latest setback for its bigger rocket

Berkshire Hathaway’s surprising bet on Bending Spoons

Market update for October 14, 2026
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In today’s episode, Zaid covers:
Hotter inflation, rising Fed hike odds, and a market counting on strong earnings

The FBI arrest of an OpenAI engineer accused of hiding a microphone in the office

What ASML’s earnings reveal about demand for AI chips

Why money keeps pouring into BlackRock

Bank of America’s costly compliance failures and disappointing quarter

Why Bumble is breaking up with Wall Street

EPISODE DESCRIPTION:
Market update for October 13, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
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In today’s episode, Zaid covers:
Why chip stocks are sliding as the market leans on a few big winners

What JPMorgan, Goldman Sachs, Citigroup and Wells Fargo reveal about banks and consumers

The catch behind Meta’s smarter Muse AI model

What’s fueling UnitedHealth’s comeback

Why Domino’s investors aren’t celebrating better-than-expected earnings

Why a new generation is rediscovering Tamagotchi

Market update for October 12, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
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In today’s episode, Zaid covers:
Why big tech keeps winning while smaller companies feel the pain of higher rates

The AI startup Amazon reportedly wants, and what it has to do with Nvidia

Starbucks responds to the Chipotle takeover chatter

A bitcoin miner turned AI landlord, and a new memory-chip rival out of China

Why Hollywood can’t get enough of cheap horror movies

Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the challenge of valuing Anthropic ahead of a potential IPO.