The Rundown

Market update for November 9, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Nvidia’s Board launches investigation into Jensen HuangConstellation Energy’s earnings and the outlook for data-center power demandAMD’s upgrade and a potential opening in the chip raceMonday.com’s earnings beat and the forecast that disappointed investorsWhy Tesla is winding down Cybertruck production

Market update for November 6, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The AI selloff that dragged the entire market lowerA surprise in the October jobs report and what it means for the FedEarnings from Cloudflare, IREN, Airbnb, Lyft and DraftKingsJust how big the global anime business has become

Market update for November 5, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why stocks rallied after the midterms, and why the results might be secretly good news for Big TechWhy CVS is breaking itself up into two companiesEarnings recap from AppLovin, Figma, Qualcomm, Cava and SnapApollo becoming one of the biggest owners of AI chips in the world

Market update for November 4, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:How the market reacted to the midterm results, and what they could mean for AI data centersWhy AMD’s blowout quarter wasn’t enough to keep the stock greenEarnings recap from McDonald’s, Novo Nordisk, Uber and DuolingoWhy Iceland’s Blue Lagoon is preparing to go public

Market update for November 3, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The Nasdaq hits correction territory How the AI boom is squeezing Apple’s profitsPalantir’s monster quarter and Wall Street’s reactionFerrari’s surprising earnings boostShopify’s rare miss and what’s behind the selloffWhat history says about stocks after midterm elections—and what makes this year different

Market update for November 2, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why October’s tech selloff is hiding a healthy stock marketMarvell’s $115 billion all-stock deal to buy LumentumEchoStar jumps on a report that SpaceX could buy Boost MobileMarriott and Estée Lauder beat earnings and raise their outlooksCrowdStrike and Rivian rise after analyst upgrades

Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its earnings selloff, while Google could face several more quarters of pressure. He makes the case that AI search could eventually become even more lucrative than traditional search, despite the growing pains. They also discuss what could restore confidence in Big Tech’s spending spree and what Anthropic’s IPO filing reveals about the economics of AI.

In today’s episode, Zaid covers:Amazon’s booming cloud business and its massive AI bill.Intel’s earnings reveal a problem for the PC market.Rivian’s new SUV gives the EV maker a boost.Reddit faces a growing Google problem.Pinterest’s disappointing holiday outlook.Roblox loses users and engagementSandisk’s earnings beat isn’t enough for investors.GM makes move to Nasdaq after 115 years on the NYSE.

Market update for October 29, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:The Fed’s latest rate decision and Kevin Warsh’s surprise calendar change.Why Google’s earnings sent its stock tumbling despite booming cloud growth.What Microsoft’s results reveal about the cost of the AI buildout.What DoorDash’s Instacart deal means for grocery delivery.What’s driving another big quarter for Eli Lilly.Why Chipotle shares rose despite an earnings miss.What sent ServiceNow shares sliding after earnings.How Anthropic’s cash pile stacks up against the biggest names in tech.

Market update for October 28, 2026Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why Anthropic’s IPO filing gave AI stocks a boost.What Visa’s earnings reveal about consumer spending.Why Wendy’s could be going private.Vertiv’s big earnings report and what it says about AI infrastructure.What’s behind Robinhood’s earnings slump.Why Instagram and TikTok are making a play for your TV.