Afleveringen
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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
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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.
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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.
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Market update for Friday, June 12, 2026.
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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
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Market update for Thursday June 11th
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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
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Market update for Wednesday June 10th
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In today’s episode, Zaid covers:
Inflation heats up to 4.2% in May, the hottest reading in three years
Anthropic releases Mythos 5, the AI model it once called too dangerous for the public
Nvidia and Google are co-signing massive data center deals for OpenAI and Anthropic
Cracker Barrel posts a surprise profit
Super Micro sinks on a $7 billion stock sale
Fun Fact: the Knicks are making $20 million per home game at the NBA Finals
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Market update for June 9, 2026.
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In today’s episode, Zaid covers:
OpenAI confidentially filing for an IPOApple unveiling Siri AI at WWDC powered by Google's Gemini technologyGSK acquiring cancer drugmaker Nuvalent for $10.6 billionVail Resorts cutting outlook for the second time this year after worst snowfall season on recordFun Fact: University endowments are about to make billions off the SpaceX IPO this Friday -
Market update for Monday June, 2026
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In today’s episode, Zaid covers:
What triggered Friday's massive selloff
Apple kicks off WWDC with a make-or-break moment for Siri and its AI strategy
Google signs a $30 billion deal with SpaceX for AI computing power ahead of the IPO
Corning lands AI data center deal with Amazon
Wix cuts 20% of its workforce and slashes its revenue outlook
Fun Fact: South Korea has been the best-performing major stock market in the world this year
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Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.
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In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.
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Market update for Friday, June 5, 2026.
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In today’s episode, Zaid covers:
May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expectedSpaceX denied early entry into the S&P 500 ahead of biggest IPO in historyLululemon slashes full-year forecastServiceTitan surges after blowout earningsDocusign beats expectations but stock still dropsFun fact: AI bots now generate more web traffic than humans -
Market update for Thursday June 4, 2026
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In today’s episode, Zaid covers:
Why the stock market is finally take a breather (hint: tariffs)
Bitcoin keeps sliding as ETF outflows pile up
Broadcom tanks despite a record quarter and huge AI chip growth
Amazon signs a $4 billion AWS deal with Pinterest to power AI discovery
UnitedHealth rises after a Bank of America upgrade
CrowdStrike falls after earnings as guidance disappoints investors
Fun Fact: companies are starting to ration AI usage as token costs explode
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Market update for Wednesday June 3, 2026
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Market update for Tuesday June 2, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode, Zaid covers:
Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAI
Google raising $80 billion by selling stock to fund its AI buildout
Marvell surging after Jensen Huang calls it a potential trillion-dollar company
Shake Shack tumbling after cutting guidance
Fun Fact: SoftBank overtakes Toyota as Japan’s most valuable company for the first time since the dot-com bubble
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Market update for June 1, 2026.
SpaceX Valuation Deep Dive: [Spotify][YouTube]
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In today’s episode, Zaid covers:
Nvidia shows off new AI chip designed for PCs
SpaceX lands two huge Space Force contracts ahead of its record-breaking IPO
Berkshire Hathaway buys homebuilder Taylor Morrison for $6.8 billion
AST SpaceMobile drops after a Blue Origin rocket explosion rattles space stocks
Fun fact: what the Spurs-Knicks NBA Finals has to do with the dot-com bubble
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Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video podcasting as a discovery engine, distributing full Ringer episodes on both Spotify and Netflix, AI "personal podcasts" made just for you, verification for human-made shows, and a monetization mix spanning ads, Premium video payouts, and memberships.
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In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuation
The recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is.
We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as exit liquidity.
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Market update for Friday May 28, 2026
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In today’s episode, Zaid covers:
Stocks close at record highs as Wall Street bets on an Iran peace deal
Dell’s stock surges after a monster quarter, with AI server sales exploding 757%
Anthropic raises $65B and passes OpenAI to become the world's most valuable AI startup
Movers: NetApp rips on earnings, Gap gets crushed after cutting guidance
Fun Fact: US Treasury to release new $250 bill with Trump's face on it (maybe)
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Market update for May 28, 2026.
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In today’s episode, Zaid covers:
April PCE inflation hitting 3.8%, its hottest reading since 2023
Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsApp
Salesforce beat on earnings but the stock barely moves
Snowflake pops on a blowout quarter and a $6B Amazon deal
Fun fact: just 10 companies now make up almost 40% of the entire S&P 500
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Market update for Wednesday May 27, 2026.
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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Micron crossing $1 trillion in market cap
Nvidia announcing a $150 billion annual investment in Taiwan
American Airlines picking SpaceX's Starlink for in-flight Wi-Fi
Lululemon ending its messy proxy battle with founder Chip Wilson
Zscaler stock plunging after weak guidance
How much Knicks Finals tickets are actually going for
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