The Rundown

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:
Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conference

Target crushes earnings with its first positive same-store sales in five quarters and raises its full-year outlook

Cava defies the restaurant slowdown with 9.7% same-store sales growth and a raised forecast

Lowe's beats on earnings but stock slips as comparable sales disappoint in a tough housing market

OpenAI co-founder Andrej Karpathy joins Anthropic

arket update for Tuesday May 19, 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:
Bond yields hitting their highest levels in over a year and what that means for stocks

Elon Musk losing his $150 billion lawsuit against OpenAI and Sam Altman

Google and Blackstone creating a new AI cloud company to rival Nvidia and Coreweave

Amer Sports stock surging on blowout Salomon and Arc'teryx demand

Home Depot beating earnings but falling on weak comparable sales

Amazon launching AI-generated podcasts through Alexa+

Market update for Monday May 18, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Check out the Cerebras Deep Dive: (Spotify, YouTube)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
What to watch this week from Nvidia, Walmart, and Target earnings

NextEra Energy’s $67 billion deal to buy Dominion Energy

Berkshire Hathaway’s first major portfolio shakeup under new CEO Greg Abel

Why Cerebras is bouncing after its volatile IPO debut

Why Regeneron shares are falling after a failed late-stage melanoma trial

How OpenAI and Anthropic now dominate the AI startup space

The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, including its growing consumer health platform focused on peptides, longevity, and human optimization. Plus, why the company believes the future of sports and healthcare are becoming increasingly connected.

In today's deep dive, Zaid breaks down the Cerebras IPO. 
Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme, and whether the stock can justify a valuation of 130x sales.