Show Notes
Market update for September 28, 2026 Limited 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 reactions. In today’s episode, Zaid covers: Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps again
Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization
MongoDB getting crushed after CEO CJ Desai leaves for Meta
Roblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentals
SpaceX sending Starship into orbit for the first time
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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.