The Rundown

Market update for November 12, 2026
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In today’s episode, Zaid covers:
Jensen Huang resigns as Nvidia CEO, and what led to his exit

AMD and Broadcom rally on the Nvidia fallout

Why Nebius is getting crushed despite a huge revenue beat

Why United Airlines is blocking AI agents from booking your flights

Market update for November 11, 2026
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In today’s episode, Zaid covers:
Why investors are paying a premium for stocks like Walmart over tech 

CoreWeave’s earnings rally and the debt question facing its AI buildout

The latest developments in Nvidia’s investigation into Jensen Huang

Why Hims & Hers shares fell after earnings

What shoppers are buying during China’s massive Singles’ Day event

Market update for November 10th
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In today’s episode, Zaid covers:
Why a hotter-than-expected inflation report has investors bracing for a bigger Fed rate hike

Anthropic’s IPO price range, and why the valuation came in lower than expected

Take-Two climbs ahead of the GTA 6 launch

Rocket Lab’s growing backlog and falling stock

What’s behind On Holding’s post-earnings slide

The $10 billion TV franchise nobody talks about

Market update for November 9, 2026
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In today’s episode, Zaid covers:
Nvidia’s Board launches investigation into Jensen Huang

Constellation Energy’s earnings and the outlook for data-center power demand

AMD’s upgrade and a potential opening in the chip race

Monday.com’s earnings beat and the forecast that disappointed investors

Why Tesla is winding down Cybertruck production

Market update for November 6, 2026
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In today’s episode, Zaid covers:
The AI selloff that dragged the entire market lower

A surprise in the October jobs report and what it means for the Fed

Earnings from Cloudflare, IREN, Airbnb, Lyft and DraftKings

Just how big the global anime business has become