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The Rundown: Daily Summaries Delivered
by Public.com
Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani.
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- Today13 min
Apple Slides on Chip Shortage, Amazon Soars on Cloud Blowout
Market update for Friday July 31, 2026Check 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:The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI tradeWhy Apple's record quarter wasn't enough to keep the stock from slidingAmazon’s booming cloud business and its massive $220 billion AI spending planPeacock joining YouTube Premium as streaming slowly rebuilds the cable bundle
- Yesterday12 min
Kevin Warsh Rattles the Market, Meta and Microsoft Split on AI
Market update for Thursday July 30thCheck 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 the bond market is already questioning Kevin Warsh’s credibilityMeta’s earnings miss, shrinking free cash flow, and Wall Street’s frustration with its massive AI spendingMicrosoft’s strong quarter as Azure growth accelerates and Copilot adoption jumpsStarbucks’ turnaround gaining momentum as customer traffic and same-store sales improveCarvana’s record quarter getting overshadowed by weaker-than-expected guidanceDoorDash’s plan to build its own delivery drones and take food delivery to the sky
- 2 days ago10 min
SK Hynix Drops Despite $42B Profit, Ford Bets Big On Gas Guzzlers
Market update for Wednesday July 29, 2026Check 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:The Fed's biggest decision in years (a rate HIKE is actually on the table)Iran attacks US forces overnight and oil spikes back toward $90Ford raises its outlook again thanks to America's gas guzzler obsessionSK Hynix posts a $42 billion quarter... and the stock still dropsOne AI storage stock pops while another gets punished despite beating earningsSomebody paid almost $1 million for Jensen Huang's leather jacket
- 3 days ago10 min
Chip Stocks Suffer Meltdown as China Flexes AI, Coca-Cola Pops On Earnings Beat
Market update for Tuesday July 28, 2026Check 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:The global chip selloff, Apple passing Nvidia in market value, and the market rotation beneath the surfaceChina’s rapid AI progress, from Kimi K3 and CXMT to homegrown chipmaking equipmentCoca-Cola’s World Cup-fueled earnings boost and Corning’s painful post-earnings selloffHow Google’s AI Overviews are reshaping search
- 4 days ago10 min
Nvidia Pushes for Open Weight AI Models, D-Wave Quantum Lands AT&T Partnership
Market update for Monday July 27, 2026Check 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:Markets rally as the U.S. and Iran pause fighting and oil prices retreatWhy Nvidia is pushing for open-weight AI models, and backing massive AI infrastructure dealsD-Wave Quantum’s expanded partnership with AT&TWarner Bros. Discovery’s delayed Paramount merger and Supergirl strugglesWhy Waymo’s robotaxis are racking up parking tickets in Austin
- 5 days ago22 min
The AI Spending Boom Faces a Reality Check (ft. John Petrides)
Big Tech is spending more on AI than ever before, but investors are starting to question when that investment will actually pay off. John Petrides of Tocqueville Asset Management joins Zaid to break down Google's surprising earnings reaction, why soaring AI capital spending is becoming a growing concern, and what to expect from Microsoft, Amazon, and Meta as earnings season heats up. They also discuss rising oil prices, the possibility of Fed rate hikes, whether markets are underestimating geopolitical risks, and why the health of the U.S. consumer could become the biggest story of the second half of the year. If AI has been the market's biggest tailwind, this conversation explores what could happen if that narrative begins to change.
- 6 days ago17 min
Deep Dive: Did China Break the AI Trade Again?
In this weekend deep dive, Zaid breaks down Kimi K3, the new Chinese AI model that rattled tech stocks and revived fears that America’s AI lead is shrinking. Zaid explains why cheaper open-weight models could pressure companies like OpenAI and Anthropic, why this might be a good thing for Nvidia and the broader AI buildout, and what Washington should do as China closes the gap.
- 1 weeks ago11 min
Intel Crushes Earnings, Oracle Locks In $7 Billion Pentagon Contract
Market update for Friday July 24, 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:Trump's new tariffs on 60 countries that took effect overnightIntel’s blowout earnings and why the chipmaker is finally benefiting from the AI boomOracle’s a $7 billion deal with the Pentagon Why American Express stock is falling despite strong consumer spending and an earnings beatHow Google’s SpaceX investment distorted their quarterly earnings
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