The Rundown

Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they could reshape financial advice. Plus, a look at prediction markets, the evolution of retail investing, and where the industry is headed next—including a tease of Public’s upcoming “free money” feature.

In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI is actually ready to go public.

Market update for Friday May 1, 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:
Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April)

PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices from the Iran war

Apple reports a monster quarter thanks to iPhone 17 lineup

Anthropic in talks to raise money at a $900 billion valuation

Reddit stock pops after revenue jumps 69% and profits soar nearly 8x

Roblox gets crushed after child safety measures slow user growth

Saudi Arabia pulls funding from LIV Golf

Market update for Thursday April 30, 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:
Jerome Powell's last Fed meeting and what comes next
Google crushes earnings, cloud revenue surges 63% to $20B
Amazon's AWS grows 28%, fastest pace in nearly four years
Microsoft beats estimates but stock drops as cloud momentum stalls
Meta revenue jumps 33% but stock tanks on raised AI spending and user decline
Eli Lilly blows past estimates, Zepbound and Mounjaro sales skyrocket
Fun fact; 69% of Polymarket traders are losing money

Market update for Wednesday April 29
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:
Oil prices rip higher for a 7th straight day
The UAE quits OPEC. what it means for oil prices and the future of the cartel
Starbucks crushes earnings and raises its full-year outlook
Visa beats across the board as consumer spending stays resilient
Robinhood misses estimates as crypto revenue plunges 47%
Disney decides to keep ESPN