The Rundown

CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. He breaks down the take-or-pay contracts and self-amortizing debt funding the buildout, and answers the "circular financing" concerns head-on. He also makes the case for why customers like Caterpillar are leaving AWS and Azure for CoreWeave, and why older GPUs like the A100 are holding their value far longer than the market expected.

In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion national debt, and Big Tech's AI borrowing boom. Then he shares his take on what the 5% world means for stocks, housing, and the next decade of investing.

Market update for August 21, 2026. 
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In today’s episode, Zaid covers:
Why Treasury Secretary Scott Bessent’s bond buyback plan failed to calm investors and what rising yields say about America’s growing debt problem.

China’s Unitree Robotics IPO, where the humanoid robot maker surged 460% on its first day of trading and why investors are betting robots could become the next major AI platform.

Anthropic’s potential mega IPO timeline

Ross Stores’ strong earnings and why bargain hunting is helping discount retailers win

The Atlanta Falcons’ $10.6 billion valuation and how sports teams have become some of the hottest investment assets in the world.

Market update for August 20, 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 Treasury Secretary Scott Bessent is stepping in to push long-term Treasury yields lower

What the Treasury’s bond buyback strategy means for stocks, mortgages, and borrowing costs

Walmart earnings after the retailer posted its slowest U.S. sales growth in more than six years

Why Bitcoin, Ethereum, Coinbase, and other crypto names are rallying

Alibaba’s 75% profit plunge as AI spending surges

How billions of dollars in tariff refunds are boosting corporate earnings

Market update for August 19, 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 bond yields are surging around the world, and what 5% long-term rates could mean for stocks

Trump’s last-minute pause on 50% tariffs targeting Canadian goods

Target’s latest earnings and whether its turnaround is actually working

Moderna’s major personalized cancer vaccine breakthrough and Lowe’s disappointing outlook

Why some Gen Z investors are treating sports betting like part of their long-term financial strategy