The Rundown

Market update for June 29, 2026
Deep Dive: Why is AI making everything more expensive: (Spotify, YouTube)
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In today’s episode, Zaid covers:
Comcast is splitting into two companies (and why the market loved it)
SpaceX's plan to launch a Starlink mobile phone service 
Rocket Lab's $8 billion acquisition of Iridium
Why Verizon stock is getting punished for its international deal
Fun Fact: Microsoft is having its worst month since the dot-com crash

Databricks is one of the most valuable private AI companies in the world, but what exactly does it do and why are investors paying so much attention? In this episode, co founder Arsalan Tavakoli explains why enterprise AI is becoming the next major battleground, how companies are trying to rein in soaring AI costs, and why the winners may not be the companies building the biggest models. We also discuss the competitive race between OpenAI, Anthropic, Google, and open source AI, plus why Databricks believes its biggest opportunity is still ahead. Finally, Arsalan shares his thoughts on the company's eventual IPO and what needs to happen before it goes public.

Apple just raised prices on some of their most popular products and they're blaming the memory chip shortage caused by the AI boom. In this weekend's deep dive, Zaid breaks down how the AI data center buildout created a global memory shortage, why it's now showing up on the price tag of your next laptop, phone, and game console, and whether this is the start of a real AI-driven inflation problem. 
Zaid also breaks down Micron’s latest earnings and why this memory shortage and AI tax could stick around for years.

Market update for Friday, June 26, 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:
Apple AND Microsoft are raising prices and what it means for the AI trade

Why OpenAI could delay their IPO

Bayer jumps on Supreme Court ruling

On Semiconductor falls on acquisition news 

Fun Fact: Iren signed a $50M jersey patch deal with the Warriors

Market update for June 25, 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:
Oil prices falling back near pre-Iran war levels and what that could mean for inflation

Micron’s monster earnings and why it may have just saved the AI trade

Qualcomm pops on AI data center push

Wendy’s meme-stock rally stays alive 

Darden falls on Olive Garden weakness

Fun Fact: CEO pay hitting record high