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Jun 5

10m 58s

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

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How Lumentum Became a Critical Piece of the AI Boom

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

Deep Dive: How Taiwan Became the Epicenter of AI

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

Broadcom Plunges Despite Record Quarter, Companies Start Rationing AI

Market update for Thursday June 4, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:Why the stock market is finally take a br ... Show More

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