The Rundown

Market update for September 24, 2026
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In today’s episode, Zaid covers:
Why the bond market suddenly sold off and Treasury yields surged above 5%

Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadget

Activist investor Starboard pushing Knife River to improve margins or consider a sale

Darden falling as higher restaurant costs eat into profits

Oracle’s Project Jupiter data center running into uncertainty

Why Disney+ has gotten dramatically more expensive since its 2019 launch

Market update for September 23, 2026
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In today’s episode, Zaid covers:
Why the Nasdaq is hitting records even as AI fears spread to financial stocks

Mortgage rates climbing above 7% as buyers increasingly turn to adjustable-rate loans

The humans secretly helping Meta’s Muse AI agent make phone calls

IonQ sending quantum stocks higher after a major error-correction milestone

KB Home falling as high mortgage rates keep pressure on housing

Why Apple may owe some iPhone owners money over its delayed Siri AI rollout

Market update for September 22, 2026
Limited Time Promo: Sign up for a Public account, deposit $1,000 and get $100 in free stock (LINK)
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In today’s episode, Zaid covers:
Monday’s huge market rally (and the strange signal hiding underneath)
Meta’s Muse AI app taking off causing Amazon to block it
On Holding’s ambitious growth plans as it expands deeper into sports
Why Labcorp and Quest Diagnostics are getting hit by Medicare reimbursement changes
How a “Super El Niño” could disrupt food prices, shipping and the global economy

Market update for September 21, 2026
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Interview with Matt Hougan, CIO of Bitwise: (YouTube)
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In today’s episode, Zaid covers:
Why a 5% Treasury yield might actually be good news

Novo’s plan to find its next blockbusters as it tries to regain momentum against Eli Lilly

Paramount’s push to clear a major hurdle in its Warner Bros. merger

Accenture jumping after landing an AI-safety role with Anthropic

Bitcoin breaking above $85,000 as crypto stocks rally

The best-performing stock of the last 45 years (it's not a tech company)

Bitwise CIO Matt Hougan joins Zaid Admani to explain why tokenization could bring the biggest change to stock trading in a century. He breaks down how investors could soon trade stocks around the clock with nearly instant settlement and why everything from real estate to Pokémon cards could eventually move onto the blockchain. Hougan also explains why major banks pushed back against the Clarity Act and what its failure means for crypto regulation. Plus, he makes the case that Bitcoin’s ability to rally through bad news is a powerful signal of strength. The conversation explores what could drive crypto’s next major bull market and whether Bitcoin is finally beginning to behave like digital gold.