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 Aug 16min
Unitree Surges 460% In Wild IPO Debut, Anthropic Looks to One-Up SpaceX
Market update for August 21, 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...
21 Aug 10min
Bessent Steps In with Rare Bond Buyback, Walmart Sinks On Weak Sales Growth
Market update for August 20, 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...
20 Aug 10min
Moderna Soars on Cancer Vaccine Breakthrough, Target’s Turnaround Gains Steam
Market update for August 19, 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...
19 Aug 9min
Tesla Targets Cybercab Launch in August, Google Buys Spirit Airlines’ Data
Market update for Tuesday August 18, 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 r...
18 Aug 10min
Apple Warned Not to Buy Chinese Chips, Meta Faces $1.4 Trillion Trial
Market update for Monday August 17, 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...
17 Aug 10min
The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)
Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial fi...
16 Aug 26min
Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?
In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a last...
15 Aug 14min
