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About this episode
Market update for September 14th
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In today’s episode, Zaid covers:
Why the market is pricing in a 90% odds of a rate-hike for the Fed meeting this week
Why Anthropic, OpenAI and other AI leaders suddenly want to slow AI development
CrowdStrike and Palo Alto surging as AI safety fears boost cybersecurity stocks
Chip and AI infrastructure stocks getting hammered on fears that AI development could slow
How Tesla is reclaiming U.S. EV market share even while selling fewer cars
Get every episode summarized
Each time The Rundown publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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