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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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Today10 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
- Yesterday10 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
- 2 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
- 3 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.
- 4 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.
- 5 days 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
- 6 days ago10 min
Tesla Tanks As AI Gamble Gets Pricier, Alphabet’s CapEx Spending Rattles Investors
Market update for Thursday July 23, 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:Oil prices are surging toward $100 and why bond yields are rising Google posts blowout cloud numbers, but its $205 billion spending plan spooked Wall StreetTesla's car sales are back, but profits fall and cash flow went negativeServiceNow’s jumps on strong growth IBM is still struggling after its brutal earnings warningFun fact: The Japanese yen just fell to its weakest level in roughly 40 years
- 1 weeks ago10 min
Short Sellers Pile Into SpaceX, Novo Nordisk Sues Eli Lilly
Market update for July 22, 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:Chip stocks bounce back, but rising oil prices and new tariffs are building inflation pressureSpaceX sets its first earnings and massive share unlock as short sellers pile inNovo Nordisk sues Eli Lilly over weight-loss drug adsSuper Micro surges on stronger margins and record AI server demandGE Vernova drops despite raising its outlookKraft partners with Mickey Mouse to recharge growth
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