The Rundown

Market update for September 28, 2026
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In today’s episode, Zaid covers:
Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps again

Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization

MongoDB getting crushed after CEO CJ Desai leaves for Meta

Roblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentals

SpaceX sending Starship into orbit for the first time

AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent, Google’s response, and what intensifying competition means for consumers. Roose shares what he’ll be watching as the next generation of AI models arrives.

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