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Why Marvell Just Spent $115 Billion On Lasers

Market update for November 2, 2026Limited 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 October’s tech selloff is hidi ... Show more

. 10min 1sec

Amazon and Google’s Mounting Cash Burn Doesn’t Break the Bull Case

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 pr ... Show more

. 27min 21sec

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