The Rundown

Market update for July 22, 2026
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In today’s episode, Zaid covers:
Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressure

SpaceX sets its first earnings and massive share unlock as short sellers pile in

Novo Nordisk sues Eli Lilly over weight-loss drug ads

Super Micro surges on stronger margins and record AI server demand

GE Vernova drops despite raising its outlook

Kraft partners with Mickey Mouse to recharge growth

Market update for Tuesday July 21, 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:
Why a calm S&P 500 is hiding historic volatility beneath the market’s surface

Trump’s new 50% tariffs on certain Canadian goods (and the looming legal fight)

How GM is growing profits while selling fewer cars

Why 3M and Nebius are surging while Equifax gets hammered

How the World Cup boosted American hotels, bars and FIFA’s bottom line

Market update for Monday July 20, 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:
Last week's brutal chip stock selloff and what it means for the AI trade

A stacked week of Big Tech earnings, with Tesla and Google on deck

Kimi K3, the new Chinese AI model rattling Wall Street

Domino's rising thanks to supply chain business

AMC's surprise blockbuster earnings  

Christopher Nolan’s The Odyssey pulled in $124.5 million at the box office

Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.

In this weekend deep dive, Zaid breaks down Apple’s lawsuit against OpenAI and the wild allegations involving stolen laptops, confidential files, and Apple hardware brought to job interviews. He also looks at why Apple may be using the case to slow OpenAI’s hardware ambitions, what Sam Altman and Jony Ive are actually building, and the bad blood between Apple's next CEO John Ternus and OpenAI's hardware chief Tang Tan