The Rundown

Market update for September 25, 2026
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In today’s episode, Zaid covers:
Why bond yields just hit levels we haven't seen since before the financial crisis, and how AI might be making it worse

Costco’s strong earnings and why it’s using tariff refunds to lower prices

Akamai’s massive Anthropic compute deal and why the stock is surging

Nike’s latest downgrade as Wall Street questions how long its turnaround will take

How Public is combining prediction markets with AI tools for investors

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
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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)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
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)