The Rundown

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. Michael also shares his perspective on NVIDIA’s investment in the company, the risk of another fiber bubble, and why he believes AI infrastructure spending is still in its early stages. Plus, we discuss the next big trend in networking: co-packaged optics and the future of AI connectivity.

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something goes wrong.

Market update for Friday, June 5, 2026. 
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In today’s episode, Zaid covers:
May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expected
SpaceX denied early entry into the S&P 500 ahead of biggest IPO in history
Lululemon slashes full-year forecast
ServiceTitan surges after blowout earnings
Docusign beats expectations but stock still drops
Fun fact: AI bots now generate more web traffic than humans

Market update for Thursday June 4, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode, Zaid covers:
Why the stock market is finally take a breather (hint: tariffs)

Bitcoin keeps sliding as ETF outflows pile up

Broadcom tanks despite a record quarter and huge AI chip growth

Amazon signs a $4 billion AWS deal with Pinterest to power AI discovery

UnitedHealth rises after a Bank of America upgrade

CrowdStrike falls after earnings as guidance disappoints investors

Fun Fact: companies are starting to ration AI usage as token costs explode

Market update for Wednesday June 3, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)

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