Market update for October 5, 2026

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In today's episode, Zaid covers:

• Why a stock market near record highs hides a much weaker picture underneath

• The White House’s new “Super Intelligence Force” and its AI safety assignment

• AI executives facing questions under oath at New York City Council

• Sam Altman’s reassurance to Cerebras

• Elon Musk’s TSMC comments rattling Intel investors

• Tom Cruise’s Digger flop as Warner Bros. prepares for its Paramount merger

The AI boom is driving up memory prices and putting pressure on the smartphone industry. But could the crisis actually strengthen Apple’s position? IDC senior research director Nabila Popal joins Zaid Admani to explain why cheaper phones are taking the biggest hit and how Apple could capture a record share of the market. They also discuss the pricing strategy behind Apple’s new foldable iPhone Duo, whether consumers will pay $2,000 despite its compromises, and why selling out might tell only part of the story.

Market update for October 2, 2026

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In today’s episode, Zaid covers:

• A surprisingly weak jobs report—and why Wall Street is cheering

• Nike’s disappointing outlook and the question hanging over its comeback

• Anthropic’s push to go public before Thanksgiving at a potential $2 trillion valuation

• Onsemi’s deal makeover and the threat rattling Seagate and Western Digital

• China’s electric-truck boom and Tesla’s plans to ramp up the Semi

Market update for October 1, 2026

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In today’s episode, Zaid covers:

• A wild Q3 for stocks and bonds

• Why Micron’s monster earnings barely moved the stock

• Apple’s smart-home plans and its new CEO’s push to move faster

• Accenture’s earnings jump as AI reshapes its business

• Google’s new AI model and its aggressive pricing

• Why Americans keep carrying cash they rarely spend
  

Market update for September 30, 2026

Interview with Tech Journalist Kevin Roose (Spotify, YouTube)

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In today’s episode, Zaid covers:

• Cooler-than-expected PCE inflation and whether the bond market can finally calm down

• President Trump’s new AI safety accord with the biggest names in tech

• OpenAI’s DevDay, its canceled Astra model, new Dots agents, and another massive fundraise

• Boeing landing the Navy’s next-generation fighter contract

• Cal-Maine getting crushed as falling egg prices flip the economics of “eggflation”

• Why holiday airfare has reached its highest level in a decade

Market update for September 29, 2026

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In today’s episode, Zaid covers:

• Why the S&P 500 looks strong even as huge parts of the market move in the opposite direction

• Oura’s last-minute decision to delay its highly anticipated IPO

• CarMax showing signs its turnaround is gaining traction

• Fair Isaac getting hammered as FICO faces new competition in mortgages

• Why minivans are making a comeback

Market update for September 28, 2026

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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
  

AI companies are racing to build more powerful models, even as their leaders warn they may struggle to control what comes next. Former New York Times tech columnist Kevin Roose joins Zaid Admani to explain why he takes those warnings seriously and whether the companies have an incentive to exaggerate the risks. They discuss why Roose believes the labs could coordinate a slowdown, and his prediction that the government may eventually intervene. The conversation also turns to Meta’s new AI agent, Google’s response, and what intensifying competition means for consumers. Roose shares what he’ll be watching as the next generation of AI models arrives.