The Rundown

Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflation problem. 
Zaid also breaks down Micron’s latest earnings and why this memory shortage and AI tax could stick around for years.

Market update for Friday, June 26, 2026. 
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In today’s episode, Zaid covers:
Apple AND Microsoft are raising prices and what it means for the AI trade

Why OpenAI could delay their IPO

Bayer jumps on Supreme Court ruling

On Semiconductor falls on acquisition news 

Fun Fact: Iren signed a $50M jersey patch deal with the Warriors

Market update for June 25, 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:
Oil prices falling back near pre-Iran war levels and what that could mean for inflation

Micron’s monster earnings and why it may have just saved the AI trade

Qualcomm pops on AI data center push

Wendy’s meme-stock rally stays alive 

Darden falls on Olive Garden weakness

Fun Fact: CEO pay hitting record high

Market update for Wednesday June 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:
The global tech selloff rattling markets, and where investors are running for safety

Why Cerebras dropped in its first earnings report since going public

Why FedEx beat expectations but still got hit

Why Reddit is suddenly piling into Wendy's, and why Hertz is getting crushed

Google is finally joining the Dow Jones (I still don’t care about the Dow)

Market update for Tuesday June 23rd
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Follow us on Instagram (@TheRundownDaily) and YouTube for bonus content and instant reactions.
In today’s episode, Zaid covers:
Why tech stocks are selling off

Google just had the worst day in its history after losing two of its top AI minds to rivals

Why Meta is going all-in on $299 smart glasses

IBM rises after getting an upgrade from JPM

Qualcomm drops despite a $4B AI deal

Fun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it