The Rundown

Market update for November 3, 2026

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In today’s episode, Zaid covers:

• The Nasdaq hits correction territory
• How the AI boom is squeezing Apple’s profits
• Palantir’s monster quarter and Wall Street’s reaction
• Ferrari’s surprising earnings boost
• Shopify’s rare miss and what’s behind the selloff
• What history says about stocks after midterm elections—and what makes this year different

Market update for November 2, 2026

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In today’s episode, Zaid covers:

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Why October’s tech selloff is hiding a healthy stock market

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Marvell’s $115 billion all-stock deal to buy Lumentum

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EchoStar jumps on a report that SpaceX could buy Boost Mobile

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Marriott and Estée Lauder beat earnings and raise their outlooks

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CrowdStrike and Rivian rise after analyst upgrades

Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its earnings selloff, while Google could face several more quarters of pressure. He makes the case that AI search could eventually become even more lucrative than traditional search, despite the growing pains. They also discuss what could restore confidence in Big Tech’s spending spree and what Anthropic’s IPO filing reveals about the economics of AI.

In today’s episode, Zaid covers:

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Amazon’s booming cloud business and its massive AI bill.

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Intel’s earnings reveal a problem for the PC market.

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Rivian’s new SUV gives the EV maker a boost.

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Reddit faces a growing Google problem.

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Pinterest’s disappointing holiday outlook.

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Roblox loses users and engagement

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Sandisk’s earnings beat isn’t enough for investors.

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GM makes move to Nasdaq after 115 years on the NYSE.

Market update for October 29, 2026

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In today’s episode, Zaid covers:

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The Fed’s latest rate decision and Kevin Warsh’s surprise calendar change.

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Why Google’s earnings sent its stock tumbling despite booming cloud growth.

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What Microsoft’s results reveal about the cost of the AI buildout.

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What DoorDash’s Instacart deal means for grocery delivery.

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What’s driving another big quarter for Eli Lilly.

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Why Chipotle shares rose despite an earnings miss.

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What sent ServiceNow shares sliding after earnings.

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How Anthropic’s cash pile stacks up against the biggest names in tech.

Market update for October 28, 2026

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In today’s episode, Zaid covers:

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Why Anthropic’s IPO filing gave AI stocks a boost.

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What Visa’s earnings reveal about consumer spending.

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Why Wendy’s could be going private.

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Vertiv’s big earnings report and what it says about AI infrastructure.

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What’s behind Robinhood’s earnings slump.

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Why Instagram and TikTok are making a play for your TV.

Market update for October 27, 2026

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In today’s episode, Zaid covers:

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Tech stocks bouncing back ahead of a big week for the Fed and earnings.

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What Anthropic’s IPO filing reveals about its growth, losses, and massive AI commitments.

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Why JetBlue shares are climbing despite another quarterly loss.

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What’s behind Whirlpool’s disappointing outlook.

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Why Halloween candy is getting so expensive.

Market update for October 26, 2026

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In today’s episode, Zaid covers:

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Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.

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Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.

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Meta’s plan to raise up to $95 billion

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Ross rallying as Wall Street bets on bargain hunters.

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Verizon fell despite strong subscriber growth and an Amazon deal.

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Luxury brands losing billions, and what it reveals about the K-shaped economy.

Market update for October 23, 2026

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In today’s episode, Zaid covers:

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Why the AI selloff is sending investors into Treasury bonds

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

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

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Why Hoka and Ugg owner Deckers is resisting discounting.

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

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

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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:

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Why investors are buying more protection against Big Tech’s debt.

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

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

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

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

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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:

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Why the market rally is finding support outside tech despite high oil prices.

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

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

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

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

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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:

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The AI rally’s share-supply problem, fading buybacks and rising oil prices.

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

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

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

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

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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:

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The AI stock selloff, and why he thinks the shakeout could be healthy

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

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

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Cleveland-Cliffs’ earnings rebound and surprisingly strong 2027 outlook

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

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Harvard’s huge investing year and its outsized SpaceX bet

Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising rates haven't slowed the spending, how earnings growth is spreading beyond big tech, and what's keeping smaller companies from going public.

Market update for October 16, 2026

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In today’s episode, Zaid covers:

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Wall Street’s dramatic comeback, and why the AI trade still looks shaky

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Tesla’s airborne Roadster and the growing SpaceX merger speculation

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Netflix’s layoffs, leadership shakeup and search for its next growth engine

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Alcoa’s earnings beat, and the challenge beneath the rebound

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Strategy’s index-removal risk and the billions in potential selling

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KFC ditching Pepsi for Coke, and the corporate history behind the breakup

Market update for October 15, 2026

Interview with Coreweave’s Cofounder Brannin McBee [YouTube]

Interview with Gil Luria [YouTube]

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In today’s episode, Zaid covers:

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Why stocks had their worst day since July,

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CoreWeave’s bonds fall into distress

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TSMC’s record profits and potential Texas expansion

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Walmart’s upgrade and unexpected advantage in AI shopping

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Rocket Lab’s latest setback for its bigger rocket

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Berkshire Hathaway’s surprising bet on Bending Spoons

Market update for October 14, 2026

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In today’s episode, Zaid covers:

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Hotter inflation, rising Fed hike odds, and a market counting on strong earnings

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The FBI arrest of an OpenAI engineer accused of hiding a microphone in the office

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What ASML’s earnings reveal about demand for AI chips

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Why money keeps pouring into BlackRock

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Bank of America’s costly compliance failures and disappointing quarter

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Why Bumble is breaking up with Wall Street

EPISODE DESCRIPTION:

Market update for October 13, 2026

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In today’s episode, Zaid covers:

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Why chip stocks are sliding as the market leans on a few big winners

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What JPMorgan, Goldman Sachs, Citigroup and Wells Fargo reveal about banks and consumers

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The catch behind Meta’s smarter Muse AI model

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What’s fueling UnitedHealth’s comeback

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Why Domino’s investors aren’t celebrating better-than-expected earnings

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Why a new generation is rediscovering Tamagotchi

Market update for October 12, 2026

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In today’s episode, Zaid covers:

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Why big tech keeps winning while smaller companies feel the pain of higher rates

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The AI startup Amazon reportedly wants, and what it has to do with Nvidia

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Starbucks responds to the Chipotle takeover chatter

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A bitcoin miner turned AI landlord, and a new memory-chip rival out of China

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Why Hollywood can’t get enough of cheap horror movies

Oil prices are climbing. Bond yields are rising. So why are stocks still near record highs? Jason Ware, Chief Investment Officer at Albion Financial, joins Zaid to explain why he remains bullish and what could change his outlook. They discuss the earnings growth supporting the rally, why higher borrowing costs may not derail the AI spending boom, and his case for the Magnificent Seven to keep leading. Plus, what he’s watching this earnings season, the outlook for another Fed rate hike, and the challenge of valuing Anthropic ahead of a potential IPO.