The Rundown
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.
Episodes
SpaceX Makes Historic IPO Debut, Musk Becomes First-Ever Trillionaire
Market update for Friday, June 12, 2026.Check 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:What you need to know about the SpaceX IPO todayArm rallies on a bold AI call Adobe sinks despite beating earningsFun Fact: SpaceX IPO is minting over 4,400 emp
Oracle Sinks on Debt Fears, OpenAI Weighs Drastic Price Cuts
Market update for Thursday June 11thCheck 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:A hot PPI inflation report and escalation with IranOracle's monster quarter that still sent the stock tumbling OpenAI weighing drastic price cuts as an AI price
Anthropic Unleashes Its Most Powerful AI Model, CPI Comes In Hot
Market update for Wednesday June 10thCheck 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:Inflation heats up to 4.2% in May, the hottest reading in three years Anthropic releases Mythos 5, the AI model it once called too dangerous for the publicNvidia a
OpenAI Files for IPO, Apple Disappoints at WWDC
Market update for June 9, 2026. Check 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:OpenAI confidentially filing for an IPOApple unveiling Siri AI at WWDC powered by Google's Gemini technologyGSK acquiring cancer drugmaker Nuvalent for $10.6 billio
Apple’s WWDC Kicks Off, Google Inks $30B Deal with SpaceX
Market update for Monday June, 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:What triggered Friday's massive selloffApple kicks off WWDC with a make-or-break moment for Siri and its AI strategyGoogle signs a $30 billion deal with SpaceX for A
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, Google, and NVIDIA are driving unprecedented demand, and what makes Lumentum’s laser technology so difficult to replicate. M
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 year there, and the geopolitical risk that has Washington warning of an "economic apocalypse" if something go
SpaceX Denied VIP Treatment by S&P 500, Lululemon Tanks on Weak Guidance
Market update for Friday, June 5, 2026. Check 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:May jobs report comes in way hotter than expected 172,000 jobs added vs 80,000 expectedSpaceX denied early entry into the S&P 500 ahead of biggest IPO in hi
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 breather (hint: tariffs)Bitcoin keeps sliding as ETF outflows pile upBroadcom tanks despite a record quarter and huge AI c
GameStop Rides Collectibles Craze to Earnings Beat, Steph Curry Inks $400M Shoe Deal
Market update for Wednesday June 3, 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.
Anthropic Files for IPO, Alphabet to Raise $80B for AI Buildout
Market update for Tuesday June 2, 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:Anthropic filing to go public, kicking off what could be the biggest IPO wave ever alongside SpaceX and OpenAIGoogle raising $80 billion by selling stock to fund
Nvidia Jumps Into PC Market with New Chip, SpaceX Lands $4.2B Gov’t Contract
Market update for June 1, 2026. SpaceX Valuation Deep Dive: [Spotify][YouTube]Check 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:Nvidia shows off new AI chip designed for PCsSpaceX lands two huge Space Force contracts ahead of its record-breaking IPOB
Spotify Bets Its Podcast Future on Video, AI and Memberships (ft. Roman Wasenmüller)
Fresh off Spotify's Investor Day, Zaid talks with Roman Wasenmüller, Spotify's Global Head of Podcasts, about how a music company became a podcasting powerhouse. Wasenmüller traces it back to early consumer signals in Germany in 2015–16, the acquisition spree (Anchor, Megaphone, Gimlet, Parcast, The Ringer), and the exclusivity era that put Spotify on the map. Then he looks ahead: video po
Deep Dive: Can the SpaceX IPO Live Up to the Hype?
In today's deep dive, Zaid breaks down the upcoming SpaceX IPO which is on track to be the biggest in history at a $1.75 trillion valuationThe recent filing showed a company that's burning cash, growing slower, and looks very different from the rocket company you think it is. We get into all of it, the business, the numbers, the valuation, and whether retail investors are being set up as e
Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation
Market update for Friday May 28, 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:Stocks close at record highs as Wall Street bets on an Iran peace dealDell’s stock surges after a monster quarter, with AI server sales exploding 757%Anthropic rai
Fed’s Favorite Inflation Gauge Comes in Hot, Snowflake Beats AI Doomsday Narrative
Market update for May 28, 2026.Check 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:April PCE inflation hitting 3.8%, its hottest reading since 2023Meta charging for AI and rolls out paid subscriptions for Instagram, Facebook, and WhatsAppSalesforce bea
Nvidia Bets Big on Taiwan, American Airlines Inks Starlink Deal
Market update for Wednesday May 27, 2026.Check 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:Micron crossing $1 trillion in market cap Nvidia announcing a $150 billion annual investment in TaiwanAmerican Airlines picking SpaceX's Starlink for in-flight
Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double
Market update for May 26, 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 stocks keep ripping despite bond yields flashing warning signsThe latest on the Iran war and what it all means for oil pricesEli Lilly's $4 billion vaccine shoppi
How Applied Digital Became the Landlord for Big Tech’s AI Buildout
AI data centers are becoming the backbone of the global economy, and Applied Digital CEO Wes Cummins says we’re still in the early innings. In this episode, Wes breaks down how his company went from building crypto infrastructure to making a massive early bet on AI before the rest of Wall Street caught on. He explains why hyperscalers like CoreWeave, Meta, and Microsoft are scrambling for power an
Spotify Charms Wall Street at Investor Day, Anthropic & Microsoft Eye Chip Deal
Market update for Friday May 22, 2026.Check 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:Spotify stock rips after AI music deal announced on Investor DayAnthropic working on custom chip deal with MicrosoftOpenAI preparing to file for an IPO very soonZ
SpaceX Files for IPO, Nvidia Rides Chip Sales to Record Quarter
Market update for Thursday May 21, 2026.Check 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: Nvidia's $81 billion quarter and why Wall Street wasn't impressedWhat Walmart's earnings reveal about the American consumer right nowE.l.f. Beauty
Google Revamps Search for the AI Era, Target's Turnaround Gains Steam as Sales Surge
Check 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:Google unveils Gemini 3.5 Flash, AI agent and a major overhaul to Search at its annual I/O developer conferenceTarget crushes earnings with its first positive same-store sales in five quarters and raises its full-
Musk Loses Landmark Court Case Against OpenAI, Google & Blackstone to Create New AI Company
arket update for Tuesday May 19, 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:Bond yields hitting their highest levels in over a year and what that means for stocksElon Musk losing his $150 billion lawsuit against OpenAI and Sam AltmanGoogle
Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever
Market update for Monday May 18, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Check out the Cerebras Deep Dive: (Spotify, YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode, Zaid covers:What to watch this week from Nvidia, Walmart, and Target earningsNextEra Energy’s $67 billion deal to buy Domin
The CEO Behind the Most Controversial New League in Sports
The Enhanced Games are one of the most controversial new ideas in sports. In this interview, Enhanced Games CEO Maximilian Martin explains why the company is allowing athletes to use FDA approved performance enhancers, how the league plans to compete with traditional sports organizations, and why critics from the Olympic world are pushing back. We also break down the company’s business model, incl
Deep Dive: Can Cerebras IPO Live Up to the Hype?
In today's deep dive, Zaid breaks down the Cerebras IPO. Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme,
OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings
Market update for Friday May 15, 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 oil prices are rising after the Trump-Xi summit OpenAI preparing possible legal action against Apple over their failed ChatGPT partnershipHow Ford became an AI
Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China
Market update for Thursday May 14, 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: Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cutsNvidia’s push to reopen chip sales in China as H200 approvals remain stu
Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy
Market update for Wednesday May 13, 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:PPI inflation surges 6%, blowing past expectationsTrump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and moreAmazon kills Rufus chatbot, launches Ale
Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss
Market update for Tuesday May 12, 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:April CPI coming in hot at 3.8%, the highest inflation reading since May 2023eBay rejecting GameStop’s $55B+ takeover offerCerebras raising its IPO price range as
Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain
Market update for Monday May 11, 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 Moderna and other pharma stocks are surging on hantavirus headlinesCircle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and othersMonday.com
How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)
Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than bui
Deep Dive: Are Chip Stocks in a Bubble?
In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest
CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce
Market update for Friday May 8, 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:The April jobs report: 115,000 jobs added, unemployment steady at 4.3%CoreWeave sinking after earnings as AI infrastructure costs keep climbingIREN jumping on a maj
Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off
Market update for Thursday May 7, 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:The two reasons stocks keep ripping higher McDonald’s earnings beat and why its value push is workingAnthropic signing a major compute deal with SpaceX to power C
AMD Soars on AI Demand, Corning gets $500M from Nvidia
Market update for Wednesday May 6, 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:Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the warAMD’s blowout earnings, including surging data center revenueDisney
Palantir Crushes Earnings, Apple in Talks with Intel
Market update for Tuesday May 5, 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: Bitcoin crossing back above $80KPalantir crushing earnings, but investors question the valuationApple talking to Intel and Samsung to build chips in the U.S.Pinte
Spirit Airlines Shuts Down, GameStop Makes $56B Bid for eBay
Market update for Monday May 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 earnings are pushing stocks higher Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare pricesHighlights from the f
Investing Is Entering the Agentic AI Era (ft. Public.com CEO)
Zaid sits down with Public co-CEO Leif Abraham to break down the launch of AI agents and what they could mean for everyday investors. They discuss how these tools can automate trading strategies, analyze portfolios, and potentially close the sophistication gap for retail investors. Leif explains the safeguards behind the technology, why agents are different from traditional AI tools, and how they
Deep Dive: What Happens if OpenAI Fails?
In today's deep dive, Zaid breaks down what's going on at OpenAI. From missed revenue targets and internal tensions between Sam Altman and his CFO, to rising competition from Anthropic and Google that's eating into ChatGPT's dominance. Zaid explores OpenAI's business model problem, the company's pivot to advertising, and what it all means for the AI trade and whether OpenAI
Apple Rides iPhone Strength to Record Quarter, Reddit Sales Surge 69%
Market update for Friday May 1, 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:Stocks wrapped up their best month since 2020 (S&P 500 up 10%, Nasdaq up 15% in April)PCE inflation hits 3.5%, the highest since 2023, driven by rising oil prices from the I
Google and Amazon Cloud Revenue Surges, Meta Tanks After Earnings
Market update for Thursday April 30, 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:Jerome Powell's last Fed meeting and what comes nextGoogle crushes earnings, cloud revenue surges 63% to $20BAmazon's AWS grows 28%, fastest pace in ne
UAE Quits OPEC, Starbucks Soars As Turnaround Plan Pays Off
Market update for Wednesday April 29Check 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:Oil prices rip higher for a 7th straight dayThe UAE quits OPEC. what it means for oil prices and the future of the cartelStarbucks crushes earnings and raises its full-year outl
OpenAI Fails to Hit Revenue Target, Google Inks AI Deal with Pentagon
Market update for Tuesday April 28, 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:OpenAI misses key revenue and user growth targets, raising questions about its massive spending plans and IPO timelineGoogle signs a classified AI deal with the Pentagon, jo
China Blocks Meta’s $2B AI Acquisition, OpenAI Partners with Qualcomm on Smartphone
Market update for April 27, 2026. Check 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:Big Tech earnings and the Fed meeting set up a massive week for investorsQualcomm jumps on reports it may help power OpenAI’s future AI smartphoneOpenAI reworks its Microsoft part
Firefly Aerospace CEO on the Race to Monetize the Moon
Firefly Aerospace CEO Jason Kim joins The Rundown to break down the business behind the new space race. From a historic commercial moon landing to a $1.4 billion backlog, he explains how Firefly ($FLY) is building a full-stack space company beyond just rockets. The conversation also touches on the real-world stakes, including how space-based data and defense systems are playing a role in tracking
Deep Dive: Was Tim Cook Actually Overrated?
In today's deep dive, Zaid takes a look back at Tim Cook's 15-year run as Apple CEO. We break down how Cook transformed Apple from a $350 billion company into a $4 trillion empire, his biggest wins including the services business and stock buyback program, his misses including the Apple Car and Vision Pro, and why Apple is falling behind in AI. We also look at who John Ternus is and why Apple chos
Intel Hits All-Time High for First Time in 26 Years, Nike Cuts 1,400 Jobs
Market update for April 24, 2026.Check 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:Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUsNike, Meta, and Microsoft cut jobs as corporate America pushes for more efficiency
Tesla’s $25B CapEx Splurge Spooks Investors, Trump Weighs Rescuing Spirit Airlines
Market update for Thursday April 23, 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:Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous.Lululemon named former Nike exec Heidi
SpaceX Makes Moonshot Bet on Coding, Palantir Inks $300M Contract with USDA
Market update for April 22, 2026.Check 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:Kevin Warsh faces tough questions over Fed independenceSpaceX strikes a $60 billion AI deal with coding startup CursorPalantir signs a $300 million USDA deal to help safeguard the
Tim Cook Steps Down as Apple CEO, Amazon Expands Anthropic Partnership
Market update for Tuesday April 21, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:March retail sales come in stronger than expected as consumers keep spendingTim Cook steps down as Apple CEO, with hardware chief John Ternus set to take overAmazon expands
Meta to Axe 10% of Staff in First Wave of Layoffs, Google Partners with Marvell for Two AI Chips
Market update for April 20, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higherMeta is reportedly preparing another major round of layoffsGoogle is in
Swarmer CEO on Building the “Microsoft of Drones”
Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s
Deep Dive: Sizing Up the Oil Shock's Economic Impact
In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation. Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could
Iran Reopens Strait of Hormuz, Netflix Tanks After Reed Hastings Steps Down
Market update for Friday April 17, 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:Iran opens the Strait of Hormuz, oil drops below $90Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving)Google's SpaceX investment cou
TSMC Posts Record Profit, Pepsi’s Snack Business Bounces Back
Market update for Thursday April 16, 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:Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streakTSMC posts record profits, raises its outlook, and says AI chip dem
Meta Expands Chip Deal with Broadcom, Wall Street Traders Cash In on Volatility
Market update for Wednesday April 15, 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:Big bank traders cash in on volatilityMeta expands its AI chip partnership with BroadcomSnap jumps after cutting 16% of its workforce thanks to AIASML drops despite strong
Amazon Acquires Globalstar to Challenge Starlink, Big Banks Kick Off Earnings Season
Market update for April 14, 2026.Check 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:March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecastBig banks kick off earnings season: JPMorgan, Citi, and Wells Fargo reportAmazon acquires
U.S. Blockage of Hormuz Sends Oil Higher, Goldman Delivers Strong Earnings
Market update for Monday April 13, 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:U.S. begins Strait of Hormuz blockade targeting Iran’s oil exportsGoldman Sachs beats earnings expectations, but shares fall on weakness in fixed income tradingRevolution Med
Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)
Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s
Deep Dive: Why Artemis II Matters for Investors
NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story. In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.
Anthropic’s Mythos Model Spooks the Fed, March CPI Highest in 4 Years
Market update for Friday April 10, 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: March CPI jumps 3.3%, the biggest monthly increase since 2022,Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI modelTSMC posts recor
Meta Drops New AI Model, Oil Back Near $100
Market update for Thursday April 9, 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:Stocks surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blockedMeta unveils Muse Spark, its first AI model from the new
Markets Surge After Iran Ceasefire, Apple Hit by iPhone Delay Rumors
Market update for Wednesday April 8, 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:Stocks surge after a last-minute Iran ceasefire eases global tensionsOil prices plunge as the Strait of Hormuz reopensDelta beats earnings but warns about rising fuel costs
Broadcom Jumps on Google AI Deal, Health Insurers Surge on Medicare Boost
Market update for Tuesday April 7, 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:Health insurance stocks surged after a better-than-feared Medicare Advantage payment updateBroadcom jumps after signing major AI deals with Google and AnthropicUniversal Musi
OpenAI’s IPO Timing in Question, Jamie Dimon Warns of Rising Inflation
Market update for Monday, April 6, 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:Strong jobs report shows the U.S. economy is still holding up Jamie Dimon warns inflation could rise again and flags risks in private credit and global marketsOpenAI faces in
CAVA CEO On Its Growth Playbook: Smaller Price Hikes, Bigger Footprint
Since its 2023 IPO, Cava stock has surged roughly 3x. This year, $CAVA is outpacing fast-casual restaurant peers like Chipotle ($CMG) and Sweetgreen ($SG). What's driving that success? CEO and Co-Founder Brett Schulman joins The Rundown to break down how new market expansion and a disciplined pricing strategy helped scale the company from a single restaurant to a $1 billion business. Schulman
Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)
In today's deep dive, Zaid breaks down the first quarter of 2026. Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the biggest winners including energy stocks, Sandisk, and Lumentum, and explain why Microsoft, Robinhood, and AppLovin were among the quarter's biggest losers. Zaid also previews Q2, shares what Wall S
SpaceX Files for IPO, Tesla Delivery Slump Continues
Market update for Thursday April 2, 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:Oil surges 8% after Trump's prime-time speech signals escalation in IranSpaceX files confidential IPO paperwork with the SEC, aiming to raise up to $75 billion in what c
Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion
Market update for Wednesday April 1, 2026Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Nike stock slides after the company warns turnaround will take longer than expectedOpenAI closes $122 billion fundraising round and hits $852 billion valuationn
Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion
Market update for Tuesday March 31, 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:Delta tapped Amazon’s Leo satellite service for in-flight Wi-FiMcCormick struck a deal to buy most of Unilever’s food business for $45 billionEli Lilly agreed to buy Centess
Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows
Market update for Monday March 30, 2026Interview with Amos Hochstein (Spotify, YouTube)Check 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:The growing problems in private credit, including hidden software exposureEli Lilly’s $2.75 billion AI drug deal with Insilico
Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)
Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical tensions. Drawing on firsthand experience in high-stakes diplomacy, including as a key negotiator in talks involving Hezbollah, he explains how backchannel negotiations actually work and why today’s ma
Deep Dive: Is Meta Having an Identity Crisis?
In this deep dive, Zaid checks in on Meta and asks the big question: is the company having an identity crisis? We break down Meta’s shift away from the metaverse, its massive AI spending spree, the recent layoffs, the legal trouble piling up, and the bull and bear case for the stock moving forward.
Netflix Raises Prices (Again), Nasdaq Falls Into Correction
Market update for Friday March 27, 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:Nasdaq enters correction territory Netflix raises prices across all streaming plans JetBlue reportedly exploring a sale to United, Alaska Air, or SouthwestUnity Software jump
Meta Loses Landmark Case in Court, Google’s Breakthrough Tanks Memory Stocks
Market update for Thursday, March 26th, 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:Oil surges back above $106 as Iran rejects U.S. peace plan, gas prices near $4 a gallonMeta loses two landmark court cases over child safety and social media addictionGo
Stablecoin Regulation Fears Hit Crypto, OpenAI Ends Sora
Market update for Wednesday March 25, 2026Interview with CFO of Circle (Spotify, YouTube)Check 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:Crypto stocks drop after proposed stablecoin regulation threatens yieldsOpenAI shuts down Sora, ending a potential $1B deal
Claude Gets More Powerful, Nintendo Cuts Switch 2 Production
Market update for Tuesday March 24, 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:Gold slides as rate expectations stay elevatedThe rise of AI agents and the race between OpenAI and AnthropicNintendo cuts Switch 2 production after weak holiday demandJeffe
Trump Hits Pause on Iran Strikes, Palantir Becomes AI Backbone for Military
Market update for Monday March 23, 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:Trump delays Iran strikes, markets rally on de-escalation hopesPalantir becomes a core AI system for the U.S. militaryDraftKings jumps as lawmakers target prediction market b
Circle CFO On Why Stablecoin Growth Is Defying the Crypto Bear Market
Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-bord
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