The Rundown

Market update for October 6, 2026
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In today’s episode, Zaid covers:
Why corporate America sounds unusually confident heading into earnings season, even as yields climb

Wall Street’s $27 billion vision for Meta Muse, and the chipmakers benefiting

Google and Amazon’s growing appetite for nuclear power

Vistra’s rally as federal financing backs nuclear upgrades

The supplier bidding war rattling Seagate and Western Digital

How the AI boom is reshuffling the world’s biggest fortunes

Market update for October 5, 2026
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In today's episode, Zaid covers:
Why a stock market near record highs hides a much weaker picture underneath

The White House’s new “Super Intelligence Force” and its AI safety assignment

AI executives facing questions under oath at New York City Council

Sam Altman’s reassurance to Cerebras

Elon Musk’s TSMC comments rattling Intel investors

Tom Cruise’s Digger flop as Warner Bros. prepares for its Paramount merger

The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.

Market update for October 2, 2026
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In today’s episode, Zaid covers:
A surprisingly weak jobs report—and why Wall Street is cheering

Nike’s disappointing outlook and the question hanging over its comeback

Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation

Onsemi’s deal makeover and the threat rattling Seagate and Western Digital

China’s electric-truck boom and Tesla’s plans to ramp up the Semi

Market update for October 1, 2026
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In today’s episode, Zaid covers:
A wild Q3 for stocks and bonds

Why Micron’s monster earnings barely moved the stock

Apple’s smart-home plans and its new CEO’s push to move faster

Accenture’s earnings jump as AI reshapes its business

Google’s new AI model and its aggressive pricing

Why Americans keep carrying cash they rarely spend