The Rundown

Market update for Monday August 10, 2026
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In today’s episode, Zaid covers:
Berkshire Hathaway’s earnings and how Greg Abel is starting to put Warren Buffett’s massive cash pile to work
Meta’s new open-weight AI models and Mark Zuckerberg’s 6,500-word AI manifesto
HPE’s analyst upgrade and Intel’s $15 billion stock offering
Why more than half of Americans now have passports, and why American tourists are flooding Europe

Market update for Friday August 7, 2026
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In today’s episode, Zaid covers:
The surprisingly weak July jobs report and what it could mean for the Fed

Airbnb’s strong earnings and why Brian Chesky says AI is transforming the company

Google’s major AI leadership shake-up as longtime chief scientist Jeff Dean leaves

Atlassian surging as investors warm back up to software stocks

DraftKings slips after bettors won too much

SpaceX and Tesla’s enormous new Terafab chip factory planned for Texas

Market update for Thursday August 6, 2026
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In today’s episode, Zaid covers:
What the gold rally says about the dollar, bond yields and the Fed
Disney’s earnings beat, powered by parks, streaming and Toy Story 5
Eli Lilly’s monster quarter as Mounjaro and Zepbound sales surge
DoorDash’s DashPass growth and Sandisk’s surprising post-earnings selloff
Why used electric vehicles are suddenly rising in value

Market update for Wednesday August 5, 2026
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In today’s episode, Zaid covers:
Stocks hit new records as the AI trade makes a massive comeback

SpaceX reports earnings for the first time as a public company, revealing a huge AI infrastructure spending 

AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.

Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.

MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

Market update for Tuesday August 4, 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:
Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz
Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue
McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic
Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough
How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests