The Rundown

Market update for October 23, 2026
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In today’s episode, Zaid covers:
Why the AI selloff is sending investors into Treasury bonds

SpaceX’s push for 80,000 cell sites, Crown Castle’s rally

Moderna’s stock plunged despite promising cancer-vaccine results.

Why Hoka and Ugg owner Deckers is resisting discounting.

Western Digital’s strong earnings and investors’ lingering AI worries.

Amex’s mixed quarter, job cuts, and what card spending says about affluent consumers.

Sky-high World Series ticket prices and the Brewers’ “Timeless Ticket” backlash.

Market update for October 22, 2026
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In today’s episode, Zaid covers:
Why investors are buying more protection against Big Tech’s debt.

Tesla’s earnings, and why spending less has Wall Street worried.

Meta’s growing AI bill and whether Muse can buy Zuck more time.

Spotify’s upbeat profit forecast and its potential as an AI winner.

Why IBM’s earnings beat wasn’t enough to convince investors.

Adidas’s World Cup marketing gamble and its record quarter.

Market update for Wednesday October 21, 2026
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In today’s episode, Zaid covers:
Why the market rally is finding support outside tech despite high oil prices.

SpaceX’s AI boom, its massive spending bill, and Elon Musk’s latest Tesla merger push.

Netflix’s advertising setback, and where its next wave of growth could come from.

Super Micro’s surprise sales update and what it signals about AI demand.

Why AT&T’s earnings beat, higher outlook, and buybacks weren’t enough for investors.

Eric Schmidt’s early Anthropic bet and the surprises inside the draft IPO filing.

Market update for October 20, 2026
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In today’s episode, Zaid covers:
The AI rally’s share-supply problem, fading buybacks and rising oil prices.

Apple’s next product event and the long wait for its foldable iPhone Duo.

Why GM’s earnings beat and massive buyback couldn’t stop its stock from sliding.

3M’s Amazon deal and its growing role in AI data centers.

Why GE Aerospace’s stronger earnings weren’t enough for investors.

Walmart’s new membership bundle (and why Zaid is reconsidering Costco)

Market update for October 19, 2026
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In today’s episode, Zaid covers:
The AI stock selloff, and why he thinks the shakeout could be healthy

Anthropic’s public benefit fund and the debate over sharing AI’s wealth

Elon Musk’s SpaceX stock promise and the billionaire push to fund kids’ investments

Cleveland-Cliffs’ earnings rebound and surprisingly strong 2027 outlook

Intel’s upgrade, with a price target that raises eyebrows

Harvard’s huge investing year and its outsized SpaceX bet