The Rundown

Market update for September 16th
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In today's episode, Zaid covers:
Why the Fed’s expected rate hike may be the beginning of a new hiking cycle

Mark Zuckerberg and Jensen Huang pushing back against calls for an industry-wide AI slowdown

Meta’s plan for camera-free smart glasses as privacy concerns grow

The Clarity Act failing in the Senate and triggers selloff across crypto stocks

Intel and SK Hynix jumping on talks to manufacture memory chips in the U.S.

J.B. Hunt getting hammered as surging fuel costs squeeze profits

How malls became the best-performing sector in commercial real estate

Market update for September 15th

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In today’s episode, Zaid covers:
Why the 10-year Treasury yield above 5% is putting the Fed and stock market under pressure

Bitcoin’s late-summer rally facing two major tests from the Fed and Congress

The one word from Bank of America’s CEO that rattled bank stocks

Why Waystar could go private just two years after its IPO

What Dave & Buster’s latest quarter says about its struggling arcade business

The surprisingly high cost of owning a car before you even make the monthly payment

Market update for September 14th

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In today’s episode, Zaid covers:
Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week

Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development

CrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocks

Chip and AI infrastructure stocks getting hammered on fears that AI development could slow

How Tesla is reclaiming U.S. EV market share even while selling fewer cars

Market update for September 11, 2026. 
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In today's episode, Zaid covers:
Why sticky inflation and $100 oil just pushed Fed rate hike odds to 90%

The bond market selloff driving the 10-year Treasury yield to the brink of 5%

Oracle's massive cloud earnings and the wild "pre-order" strategy funding its AI buildout

RH’s earnings beat and the tariff refund helping its bottom line

Adobe’s earnings beat and why investors still aren’t convinced about its future in AI

Why retailers are quietly killing the era of free online returns

Market update for September 10, 2026

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In today’s episode, Zaid covers:
PPI inflation report puts energy prices in focus

Apple unveiling its first foldable iPhone at $1,999 

AeroVironment rallying after an earnings beat and growing drone backlog

American Eagle sliding after a same-store sales miss as Aerie continues to drive growth

An Anthropic researcher quitting over AI safety fears