The Rundown

Market update for Thursday July 3, 2026
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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
What a WEAK June jobs report could mean for the Fed
Why Apple is looking to buy memory chips from blacklisted Chinese companies
Sam Altman's pitch to hand the U.S. government a 5% stake in OpenAI
Palantir rallying on its Nvidia partnership and a fresh analyst upgrade
Bending Spoons cools after its big IPO debut
Why this year’s Fourth of July barbecue is getting hit hard by inflation, especially beef prices

Market update for July 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, Zaid covers:
S&P 500 and Nasdaq posting their best quarter since 2020

What investors should watch in the second half

Nike earnings, and why the stock is sliding despite beating expectations

Anthropic reaching a deal with the Trump administration to restore access to Fable and Mythos

Meta building a cloud business to sell AI compute

President Trump reporting more than $1 billion in crypto-related income last year

Market update for Tuesday June 30, 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:
Monday’s market bounce as the S&P 500 and Nasdaq snapped five-day losing streaks

The Dow hitting a record high after Alphabet officially joined the index

The Supreme Court blocking Trump’s attempt to fire Fed Governor Lisa Cook

Dronemaker AeroVironment's blowout earnings

Why Michael Saylor's Strategy is abandoning its "never sell Bitcoin" mantra after the stock cratered 80% from its peak

Gold’s worst quarter in more than a decade, and whether a second-half comeback is still possible

Market update for June 29, 2026
Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)
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:
Comcast is splitting into two companies (and why the market loved it)
SpaceX's plan to launch a Starlink mobile phone service 
Rocket Lab's $8 billion acquisition of Iridium
Why Verizon stock is getting punished for its international deal
Fun Fact: Microsoft is having its worst month since the dot-com crash

Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also discuss the competitive race between OpenAI, Anthropic, Google, and open source AI, plus why Databricks believes its biggest opportunity is still ahead. Finally, Arsalan shares his thoughts on the company's eventual IPO and what needs to happen before it goes public.