The Rundown

Market update for November 5, 2026
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In today’s episode, Zaid covers:
Why stocks rallied after the midterms, and why the results might be secretly good news for Big Tech

Why CVS is breaking itself up into two companies

Earnings recap from AppLovin, Figma, Qualcomm, Cava and Snap

Apollo becoming one of the biggest owners of AI chips in the world

Market update for November 4, 2026
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In today’s episode, Zaid covers:
How the market reacted to the midterm results, and what they could mean for AI data centers

Why AMD’s blowout quarter wasn’t enough to keep the stock green

Earnings recap from McDonald’s, Novo Nordisk, Uber and Duolingo

Why Iceland’s Blue Lagoon is preparing to go public

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

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

EchoStar jumps on a report that SpaceX could buy Boost Mobile

Marriott and Estée Lauder beat earnings and raise their outlooks

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.