The Rundown

Meta Debuts New AI Devices, Oracle Falls After Data Center Construction Faces Delays

The Rundown

Show Notes

Market update for September 24, 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 the bond market suddenly sold off and Treasury yields surged above 5%

Meta Connect and Zuckerberg’s push to put Muse AI into glasses, VR, and a new dedicated gadget

Activist investor Starboard pushing Knife River to improve margins or consider a sale

Darden falling as higher restaurant costs eat into profits

Oracle’s Project Jupiter data center running into uncertainty

Why Disney+ has gotten dramatically more expensive since its 2019 launch

More from The Rundown

Oct 22, 2026

Market update for October 22, 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 investors are buying more protection against Big Tech’s debt.

Oct 21, 2026

Market update for Wednesday October 21, 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 the market rally is finding support outside tech despite high oil prices.

Oct 20, 2026

Market update for October 20, 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: The AI rally’s share-supply problem, fading buybacks and rising oil prices.

Oct 19, 2026

Market update for October 19, 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: The AI stock selloff, and why he thinks the shakeout could be healthy

Oct 19, 2026

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.

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