{"podcast":{"title":"The Rundown","slug":"the-rundown-6758831","podcast_index_feed_id":6758831,"rss_url":"https://anchor.fm/s/f06a1be8/podcast/rss","website_url":"https://hoo.be/therundown","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40234858/40234858-1771514111928-3e466e67e524d.jpg","author":"Public.com","episode_count":775,"summary":"Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.","last_synced_at":"2026-08-01T04:17:14.677672+00:00","page_url":"https://stenobird.com/podcast/the-rundown-6758831"},"episode":{"title":"The Earnings Season That Could Make or Break the AI Trade (ft. Hardika Singh)","slug":"the-earnings-season-that-could-make-or-break-the-ai-trade-ft-hardika-singh","published_at":"2026-07-19T18:21:11+00:00","page_url":"https://stenobird.com/podcast/the-rundown-6758831/the-earnings-season-that-could-make-or-break-the-ai-trade-ft-hardika-singh","show_page_url":"https://stenobird.com/podcast/the-rundown-6758831","url":"https://podcasters.spotify.com/pod/show/the-rundown6/episodes/The-Earnings-Season-That-Could-Make-or-Break-the-AI-Trade-ft--Hardika-Singh-e3m9cp9","audio_url":"https://traffic.megaphone.fm/APO8083111783.mp3","summary":"Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat economic strategist Hardika Singh to discuss why AI and memory stocks have cooled off, what to watch during earnings season, and why Big Tech's AI spending remains the market's biggest story. They also break down the latest signals from the Federal Reserve, why the labor market may now matter more than inflation, and what recent bank earnings reveal about the strength of the U.S. consumer. Finally, Hardika shares her outlook for the second half of the year, including whether blockbuster AI IPOs like OpenAI and Anthropic may have to wait.","meta_description":"Markets are hovering near record highs, but many investors still feel like the rally has lost its momentum. In this episode, Zaid sits down with Fundstrat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1464,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/the-earnings-season-that-could-make-or-break-the-ai-trade-ft-hardika-singh/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-rundown-6758831/the-earnings-season-that-could-make-or-break-the-ai-trade-ft-hardika-singh.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}