SpaceX Denied VIP Treatment by S&P 500, Lulul...

Lumentum CEO Michael Hurlston joins The Rundown to explain why fiber optics have become one of the most important pieces of the AI infrastructure boom. He breaks down how AI data centers are shifting from copper to optical networking, why hyperscalers like Amazon, Microsoft, Goog ...  Show more

In today's deep dive, Zaid breaks down how Taiwan became the epicenter of AI. We cover the founding of TSMC, why AI made Taiwan borderline irreplaceable, the economic boom that has Taiwan growing faster than almost every country on Earth, why Nvidia is spending $150 billion a yea ...  Show more

Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ...

Wall Street is reacting to another big rate hike from the Fed. It’s going to hit every aspect of the economy, from debt, to housing and the markets. We’ve got all the angles covered for you. Plus, Tech stocks are taking the brunt of rising rates, with the Nasdaq down 10% in just ...  Show more

Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ...  Show more

Stocks ending the day near their highs of the session with the Nasdaq notching its first record close since November 2021. But in a month that saw broad strength in the market, a couple names really stood out. Do you stick with the big winners into March? Or will some of this ...