The Rundown

Market update for October 27, 2026
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In today’s episode, Zaid covers:
Tech stocks bouncing back ahead of a big week for the Fed and earnings.

What Anthropic’s IPO filing reveals about its growth, losses, and massive AI commitments.

Why JetBlue shares are climbing despite another quarterly loss.

What’s behind Whirlpool’s disappointing outlook.

Why Halloween candy is getting so expensive.

Market update for October 26, 2026
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In today’s episode, Zaid covers:
Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.

Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.

Meta’s plan to raise up to $95 billion

Ross rallying as Wall Street bets on bargain hunters.

Verizon fell despite strong subscriber growth and an Amazon deal.

Luxury brands losing billions, and what it reveals about the K-shaped economy.

Market update for October 23, 2026
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In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds

SpaceX’s push for 80,000 cell sites, Crown Castle’s rally

Moderna’s stock plunged despite promising cancer-vaccine results.

Why Hoka and Ugg owner Deckers is resisting discounting.

Western Digital’s strong earnings and investors’ lingering AI worries.

Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers.

Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.

Market update for October 22, 2026
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In today’s episode, Zaid covers:
Why investors are buying more protection against Big Tech’s debt.

Tesla’s earnings, and why spending less has Wall Street worried.

Meta’s growing AI bill and whether Muse can buy Zuck more time.

Spotify’s upbeat profit forecast and its potential as an AI winner.

Why IBM’s earnings beat wasn’t enough to convince investors.

Adidas’s World Cup marketing gamble and its record quarter.

Market update for Wednesday October 21, 2026
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In today’s episode, Zaid covers:
Why the market rally is finding support outside tech despite high oil prices.

SpaceX’s AI boom, its massive spending bill, and Elon Musk’s latest Tesla merger push.

Netflix’s advertising setback, and where its next wave of growth could come from.

Super Micro’s surprise sales update and what it signals about AI demand.

Why AT&T’s earnings beat, higher outlook, and buybacks weren’t enough for investors.

Eric Schmidt’s early Anthropic bet and the surprises inside the draft IPO filing.