How Lumentum Became a Critical Piece of the AI Boom
Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting ...
7 Jun 25min
Deep Dive: How Taiwan Became the Epicenter of AI
In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing fast...
6 Jun 16min
Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI
Market update for Thursday June 4, 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 rea...
4 Jun 10min
GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal
Market update for Wednesday June 3, 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 re...
3 Jun 10min
Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout
Market update for Tuesday June 2, 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 reac...
2 Jun 10min
Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract
Market update for June 1, 2026. SpaceX Valuation Deep Dive: [Spotify][YouTube]Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownD...
1 Jun 10min
Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)
Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early co...
31 Mai 24min
