The Rundown

Market update for Tuesday May 5, 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: 
Bitcoin crossing back above $80K

Palantir crushing earnings, but investors question the valuation

Apple talking to Intel and Samsung to build chips in the U.S.

Pinterest surging after a strong earnings report and upbeat guidance

Duolingo dropping as bookings growth slows

Michael Burry dumping GameStop after its wild bid for eBay

The Devil Wears Prada 2 proving millennial nostalgia is big business at the box office

Market update for Monday May 4, 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 earnings are pushing stocks higher 
Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare prices
Highlights from the first Berkshire Hathaway annual meeting without Warren Buffett on stage
GameStop making a wild $56 billion offer to buy eBay

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they could reshape financial advice. Plus, a look at prediction markets, the evolution of retail investing, and where the industry is headed next—including a tease of Public’s upcoming “free money” feature.

In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.

Market update for Friday May 1, 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:
Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April)

PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices from the Iran war

Apple reports a monster quarter thanks to iPhone 17 lineup

Anthropic in talks to raise money at a $900 billion valuation

Reddit stock pops after revenue jumps 69% and profits soar nearly 8x

Roblox gets crushed after child safety measures slow user growth

Saudi Arabia pulls funding from LIV Golf