The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)

The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)

Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.


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Episoder(809)

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Market update for September 9, 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 reactio...

9 Sep 10min

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Market update for September 8thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant...

8 Sep 10min

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into ...

7 Sep 36min

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Market update for September 4, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Planet Labs CEO Interview (YouTube)Follow us on Instagram (@TheRund...

4 Sep 12min

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Market update for September 3, 2026Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and ins...

3 Sep 11min

Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

Market update for September 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 reactio...

2 Sep 10min

Amazon Sued Over Ad Prices, Shein's IPO Falls Flat

Amazon Sued Over Ad Prices, Shein's IPO Falls Flat

Market update for September 1, 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 reactio...

1 Sep 11min

Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes

Tim Cook’s 15-Year Run as Apple CEO Comes to an End, Oil Spikes After U.S. and Iran Exchange Strikes

Market update for Monday August 31, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Tim Cook Deep Dive: {YouTube)(Spotify) Follow us on Instagram (@TheRundown...

31 Aug 10min

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