SpaceX’s Real Crown Jewel Isn’t Starlink or AI (ft. Julie Zhu)
Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s la...
30 Elo 24min
Nvidia Adds $442B in Market Cap, Meta Weaponizes Its $18B Settlement Against TikTok
Market update for August 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 toda...
28 Elo 10min
Nvidia’s Blockbuster Earnings Sends Stock Soaring, Salesforce Silences Software Bears
Market update for August 27, 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 reactio...
27 Elo 11min
OpenAI Builds Its Own AI Chip, Wall Street Braces for Nvidia Earnings
Market update for Wednesday August 26, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant...
26 Elo 10min
Bond Market Chaos Sends Bitcoin Soaring, Apple Unveils New Generation of Macs
Market update for August 25, 2026Check 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...
25 Elo 10min
U.S. Tariff Deal with Canada Collapses, Nvidia Warns Price Hikes are Coming
Market update for August 24, 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 reactio...
24 Elo 10min
CoreWeave Co-Founder on Sold-Out Compute and What the Market Gets Wrong about GPUs
CoreWeave co-founder and Chief Development Officer Brannin McBee joins The Rundown to explain why the company's compute is effectively sold out through 2027, and what's driving demand at this scale. H...
23 Elo 33min
Deep Dive: Is the Era of Cheap Money Over?
In this deep dive, Zaid breaks down the surge in Treasury yields, the Treasury Secretary's failed attempt to stop it, and the three forces driving borrowing costs higher: inflation, a $40 trillion nat...
22 Elo 16min
