Show Notes
Market update for September 8th 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 strong jobs, oil near $100, and upcoming inflation data are putting the Fed back in focus
Apple’s biggest iPhone event in years and the expected debut of its first foldable iPhone
Qualcomm landing a major Amazon deal as it pushes deeper into AI data centers
Bloom Energy joining the S&P 500 after a massive AI-powered run
Novartis getting crushed after its third major drug-trial setback in a week
Microsoft putting monthly limits on Xbox cloud gaming as data-center capacity gets more valuable
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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.