The Rundown

Market update for Friday May 15, 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 oil prices are rising after the Trump-Xi summit 

OpenAI preparing possible legal action against Apple over their failed ChatGPT partnership

How Ford became an AI stock after launching Ford Energy

Figma crushing earnings and proving software stocks aren't dead yet

Applied Materials posting record results but the stock falling anyway

Plus, Zaid answers a listener question about his journey from civil engineering to hosting The Rundown

Market update for Thursday May 14, 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:
Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cuts
Nvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limbo
Cerebras’ massive AI chip IPO and what it says about investor appetite for the AI trade
Cisco soaring on AI data center demand and stronger networking revenue
Doximity plunging after weak guidance disappoints Wall Street
Micron overtaking Nvidia as the most heavily traded stock in the market

Market update for Wednesday May 13, 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:
PPI inflation surges 6%, blowing past expectations

Trump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and more

Amazon kills Rufus chatbot, launches Alexa for Shopping

Wolfspeed surges 23% on power chip hype

Birkenstock misses earnings as Iran war hits sandal sales

You’ll soon be able to trade futures tied to AI computing power and GPU rental prices

Market update for Tuesday May 12, 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:
April CPI coming in hot at 3.8%, the highest inflation reading since May 2023

eBay rejecting GameStop’s $55B+ takeover offer

Cerebras raising its IPO price range as AI chip demand heats up

Wendy’s stock surging on reports Nelson Peltz may pursue a take-private bid

Hims & Hers shares falling after its GLP-1 pivot comes with higher costs

Netflix revealing it spent $135B on films and TV shows over the past decade

Market update for Monday May 11, 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 Moderna and other pharma stocks are surging on hantavirus headlines
Circle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and others
Monday.com’s earnings beat thanks to AI push
Nintendo’s stock drop after a Switch 2 price hike and weak sales forecast
Why the New York Knicks could eventually become their own publicly traded company