Episode · The Rundown
Meta Muse’s $27 Billion Potential, Google Locks In Nuclear Power
6 Oct 2026 · 10 min
Episode notes
Market update for October 6, 2026 Limited 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 corporate America sounds unusually confident heading into earnings season, even as yields climb Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting Google and Amazon’s growing appetite for nuclear power Vistra’s rally as federal financing backs nuclear upgrades The supplier bidding war rattling Seagate and Western…
Podcast
The Rundown
Public.com · Business · English
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. Created by Public.com.
More from The Rundown All episodes →
-
12 Oct 2026 · 10 minNew
Amazon Eyes $7B AI Deal, Starbucks Denies Chipotle Takeover
Market update for October 12, 2026 Limited 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 big tech keeps winning while smaller companies feel the pain of higher rates The AI startup Amazon reportedly wants, and what it has to do with Nvidia Starbucks responds to the Chipotle takeover chatter A bitcoin miner turned AI landlord, and a new memory-chip rival out of China Why Hollywood can’t get enough of cheap horror movies
-
12 Oct 2026 · 29 minNew
Why This Market Refuses to Break (ft. Jason Ware)
Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the challenge of valuing Anthropic ahead of a potential IPO.
-
9 Oct 2026 · 12 min
SpaceX Takes Aim at Phone Carriers, Starbucks Explores Chipotle Takeover
Market update for October 9, 2026 Limited 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 OpenAI’s revenue numbers rattled AI stocks SpaceX’s wireless ambitions and the selloff in phone-carrier stocks Why Starbucks is exploring a Chipotle takeover Lumentum’s rally as AI customers reserve supplies years ahead Delta’s profit warning as fuel costs and airfares climb What Spotify is paying for in its renewed Joe Rogan deal
-
8 Oct 2026 · 11 min
Paramount-Warner Deal Closes with $79B in Debt, Pepsi Cuts Its Outlook
Market update for October 8, 2026 Limited 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: What the highest Treasury yields since 2002 are doing to stock prices Why PepsiCo lowered its outlook even after beating estimates Paramount and Warner Bros. finally become one company, and the bill comes due Palantir gets an upgrade from Goldman Sachs Levi's earnings get a boost from tariff refunds Webull slides after a House report on its…
-
7 Oct 2026 · 11 min
SpaceX in Talks to Borrow $40B to Buy Nvidia Chips, Uber Gets Into the Catering Business
Market update for October 7, 2026 Limited 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 the S&P's latest record isn't as healthy as it looks SpaceX's push to raise $40B in debt, and why its bondholders are nervous Uber's $2.3B bet on workplace catering with ezCater The growing pressure on Mattel to consider a sale Why Constellation Brands fell despite beating earnings expectations What Anthropic CEO Dario Amodei earned in…
-
5 Oct 2026 · 10 min
White House Launches 'Super Intelligence Force', The Stock Market Is More Divided Than It Looks
Market update for October 5, 2026 Limited 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 a stock market near record highs hides a much weaker picture underneath The White House’s new “Super Intelligence Force” and its AI safety assignment AI executives facing questions under oath at New York City Council Sam Altman’s reassurance to Cerebras Elon Musk’s TSMC comments rattling Intel investors Tom Cruise’s Digger flop as Warner…
-
5 Oct 2026 · 23 min
Apple Is Gaining an Unexpected Edge From the AI Boom (Ft. Nabila Popal)
The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.
-
2 Oct 2026 · 12 min
Nike Sinks After Earnings, Weak Jobs Report Sends Stocks Higher
Market update for October 2, 2026 Limited 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: A surprisingly weak jobs report—and why Wall Street is cheering Nike’s disappointing outlook and the question hanging over its comeback Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation Onsemi’s deal makeover and the threat rattling Seagate and Western Digital China’s electric-truck boom and Tesla’s plans…
-
1 Oct 2026 · 12 min
Micron Posts Monster Quarter, Apple Readies Smart Home Devices
Market update for October 1, 2026 Limited 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: A wild Q3 for stocks and bonds Why Micron’s monster earnings barely moved the stock Apple’s smart-home plans and its new CEO’s push to move faster Accenture’s earnings jump as AI reshapes its business Google’s new AI model and its aggressive pricing Why Americans keep carrying cash they rarely spend
-
30 Sep 2026 · 12 min
AI CEOs Sign Safety Accord, PCE Inflation Comes In Cool
Market update for September 30, 2026 Interview with Tech Journalist Kevin Roose ( Spotify , YouTube ) Limited 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: Cooler-than-expected PCE inflation and whether the bond market can finally calm down President Trump’s new AI safety accord with the biggest names in tech OpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraise Boeing landing the Navy’s…
