The Rundown

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 jumps 13% after raising its Q1 revenue forecastBitcoin drops to a two-week lowFun Fact: Apple is quietly making nearly $1 billion a year from AI apps 

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 addictionGoogle's TurboQuant breakthrough sends memory chip stocks tumblingOlaplex gets acquired by Henkel for $1.4B (a 94% decline from its IPO valuation)Snapchat under investigation in Europe over child safety failuresThe NBA is expanding to Las Vegas and Seattle, and it could cost $10 billion per team

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 with DisneyArm jumps after announcing plans to sell its own AI chipsPop Mart plunges as investors worry about slowing Labubu demandCostco launches a new Kirkland energy drink that could rival Celsius

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 demandJefferies jumps on a potential takeover reportApollo falls as it caps withdrawals from a private credit fundAds coming to Apple Maps

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 bettingFun Fact: “Project Hail Mary” becomes Amazon's biggest movie debut ever

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-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and exchange value autonomously.

In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech. We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.

Market update for Friday March 20, 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:FedEx earnings signal economy still holding upAmazon working on AI-powered smartphone comebackSuper Micro stock plunges after smuggling chargesFirefly Aerospace surges on strong growthTesla Semi wins over truckers

Market update for Thursday March 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:Fed Meeting recap: rate cut hopes fadeUber invests $1.25B* in Rivian to launch robotaxisMicron crushes earnings but stock still fallsFive Below jumps, Red Cat drops on earningsMeta shuts down the metaverse (yes, really)

Market update for Wednesday March 18, 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:Preview of today's Fed meeting and the impact of oil prices Nvidia restarts AI chip sales in China after regulatory approvalJosh D'Amaro takes over as CEO of DisneySwarmer stock explodes up to 700% on IPO debutAmazon tests 1-hour delivery 

Market update for Tuesday March 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:Nvidia unveils new chips and expands partnership with UberOpenAI cuts back on “side projects”Delta jumps on strong travel demandEli Lilly falls after analyst downgrade on weight loss marketThe SEC considers ending quarterly earnings reporting

Market update for Monday March 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:• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth• Market movers: Micron jumps on AI memory expansion while Public Storage falls after a $10.5B acquisition deal• Fun Fact: FedEx overtakes UPS in market value for the first time ever

Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences, services, and even hotels to become a full travel platform. He also discusses how global events like the Olympics and FIFA World Cup drive massive demand for hosts and travelers. Stephenson addresses regulatory challenges facing short-term rentals and how Airbnb works with cities around the world. Plus, he shares how AI, new booking tools, and international growth are shaping the next phase of Airbnb.

In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a legal fight with Novo Nordisk. He also dives into the bull case, the bear case, and whether Hims can actually build a lasting digital healthcare business from here.

Market update for Friday March 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:Oil surges past $100 as the Strait of Hormuz remains shut downAdobe CEO Shantanu Narayen announces plans to step downTesla sales rebound in China while BYD deliveries fallUlta shares drop after issuing weaker growth outlookMLB team values approach $3B despite razor-thin profits

Market update for Thursday March 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:Oil back at $100 / barrelEli Lilly releases health warning regarding “copycat” weightloss drugsCracks emerge in private credit market as major funds limit withdrawals.Bumble stock jumps after unveiling a new AI matchmaking assistant.Dollar General falls on cautious outlook for 2026.Fun fact: Ben Affleck sells his AI company to Netflix for $600M

Market update for Wednesday March 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:Oil prices whipsaw after deleted government tweet about the Strait of HormuzInflation holds steady as February CPI comes in at 2.4%Oracle stock surges after strong AI cloud earningsNvidia invests $2B into NebiusDrone company AeroVironment sees shares dive on sales missFun fact: Meta buys Moltbook, a social network designed for AI agents

Market update for March 10, 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:Oil briefly spikes near $120 before plunging back into the $80sLive Nation reaches a settlement with the DOJ and avoids Ticketmaster breakupRivian jumps after an analyst upgrade ahead of its new R2 launchKohl's stock drops as sales continue to declineAmazon's Zoox expands robotaxi testing into Phoenix and Dallas

Market update for Monday March 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:Oil surpasses $100 a barrel Hims makes peace with Novo Nordisk Oracle & OpenAI bail on major data center planThe S&P 500 has some new entrantsAirline and cruise stocks dip amid oil price spike Fun fact: Pixar has its biggest opening weekend in nearly a decade

Oil prices have surged above $100 after disruptions in the Strait of Hormuz, sending shockwaves through global markets. In this episode, Mike McGlone, Sr. Commodities Strategist at Bloomberg Intelligence, breaks down what's driving the sudden spike in energy prices and why he believes it could trigger a much larger economic shift. We discuss how rising oil prices impact inflation, consumer spending, and the broader stock market. Plus, why volatility in commodities and gold could be an early warning sign for a potential downturn in equities. And what all of this means for investors as markets head into an increasingly uncertain year.

In this deep dive, Zaid breaks down why the Strait of Hormuz matters so much to the global economy, and why a prolonged disruption could send shockwaves through energy prices, inflation, and global economic growthFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)

Market update for Friday March 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:Unemployment rate hits 4.4%Costco earnings surprise investorsMarvell shows strength within AI chip design Gap's athleisure business shows sales declinesFun fact: Microsoft is working on a new gaming console 

Market update for Thursday March 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 rundown:Tariffs are jumping to 15% this weekBroadcom AI sales doubleNvidia halts production of Chinese H200 chipsOpenAI explores ad deal with The Trade DeskAmerican Eagle warns of $60M tariff hitFun fact: Apple launches its cheapest laptop ever

Market update for Wednesday March 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:OpenAI looks toward NATO defense deal Tesla receives robotaxi driven upgrade from Bank of AmericaRoss Stores provides upbeat 2026 outlook after holiday earnings beat Gitlab shares plummet amid sales slowdown amid AI eraFun Fact: Mark Zuckerberg buys the most expensive home in Miami

Market update for Tuesday March 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.In today's episode:Oil and gas jumps from Strait of Hormuz disruptionTarget forecasts sales growth for the first time in three yearsBest Buy beats on profits despite soft holiday salesApple kicks off a major product wave this weekPinterest pops after a $1B investment from activist Elliott ManagementOn Holding tumbles on slower 2026 growth outlookFun Fact: 40% of Americans didn't read a single book last year

Market update for Monday March 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 U.S.–Iran conflict escalates and shipping through the Strait of Hormuz faces disruptionAnthropic blacklisted by the Pentagon after refusing expanded AI use in military operationsOpenAI raises a record $110 billion at a $730B valuation backed by Amazon, Nvidia, and SoftBankDefense stocks soar Berkshire Hathaway fallsFun Fact: Red Bull sells 14 billion cans and still dominates the energy drink market

Federal tax policy expert Erica York unpacks the Supreme Court ruling against Donald Trump's tariffs. York breaks down what the decision means for the current landscape of U.S. tariffs, how it reshapes executive authority over trade policy, and what could come next for Trump's proposed new tariff initiatives.

Nvidia just posted another monster quarter, so why did the stock drop nearly 10% after earnings?In this deep dive, Zaid breaks down Nvidia's blowout results, the growing fears of an AI bubble, Michael Burry's warning about massive purchase commitments, and the real risk that hyperscalers could slow their spending. Then we flip to the bull case: agentic AI, a potential China comeback, new inference chips, and why Nvidia might actually be cheap at 22x forward earnings.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.

Market update for Friday February 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:January PPI comes in hot, core wholesale prices jump 0.8%Netflix walks away from its Warner Bros. Discovery deal after Paramount's $31/share bidCoreWeave stock tumbles after light revenue guidance and rising debtBlock cuts nearly 50% of its workforce in the name of AI efficiencyFun Fact: More people are are moving out of the US than moving in

Market update for Thursday February 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:Nvidia earnings show signs of continued AI growthSalesforce guidance disappoints, hurting consensus on software stocksCelsius earnings shows customer loyalty for energy drinksC3.AI shares plummet amid massive sales declinesKalshi goes after MrBeast employee for insider trading

Market update for Wednesday February 25, 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:Stripe reportedly considers acquiring PayPal after its stock slumpCircle stock surges after crushing earnings and strong USDC growthCava jumps on surprise same-store sales growthLucid slides after a wide earnings miss and continued cash burnApple plans to manufacture Mac Mini in Houston

Market update for Tuesday February 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:A viral AI “doomsday” report spooks investorsMeta strikes a massive $100B+ AI chip deal with AMDHome Depot beats earnings but warns housing demand remains “frozen”BWX Technologies surges as nuclear momentum buildsHims & Hers drops on weak guidance and weight-loss drug lawsuitUber acquires SpotHero, expanding deeper into the transportation ecosystem

Market update for Monday February 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's slaps 15% tariffs after Supreme Court rulingDOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. dealNovo Nordisk falls further behind Eli Lilly in the GLP-1 obesity drug race as new trial data disappointsDomino's beats on U.S. sales as value deals win over consumersGilead buys cancer biotech Arcellx for $7.8BFun Fact: Olympic gold medals only have 6g of gold

John Petrides, Portfolio Manager at Tocqueville Asset Management, discusses the implications of the Supreme Court's decision to rule against President Trump's sweeping global tariffs, and what the lasting impact of AI will be on software stocks. 

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 this deep dive, Zaid breaks down how Walmart became a $1 trillion company and why Wall Street is suddenly treating it like a tech stock.E-commerce is growing over 20%. Advertising revenue is surging. Orders are arriving in under three hours. And operating profits are expanding faster than sales.But at 42x forward earnings and with a new CEO stepping in, is this transformation sustainable?

Market update for Friday February 20, 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:Supreme Court rules against Trump's tariffs Nvidia lowers OpenAI investment to $30BBlue Owl flashes warnings signs for private credit industryOpendoor points to profitability by year-endNewmont's gold production slows amid gold surge 2025 was the best year for hedge funds since 2009

Market update for Thursday February 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:Bitcoin drops near 2026 lows as crypto enthusiasm fadesWalmart beats on earnings but issues cautious guidanceFigma revenue jump 40% as AI monetization acceleratesEtsy sells Depop to eBay for $1.2BCarvana stock slides after earnings missAmazon surpasses Walmart in annual revenue

Market update for Wednesday February 18, 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:Berkshire Hathaway slashes Amazon stake, trims AppleGold and silver pull back after recent runMeta strikes multiyear deal to buy millions of Nvidia AI chipsUber invests $100M in autonomous vehicle charging hubsCaesars jumps on Vegas reboundSandisk falls after Western Digital announces $3.1B share saleRecord CEO turnover hits Corporate America, and leaders are getting younger

Market update for Tuesday February 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Software Selloff Deep Dive: Spotify, YouTubeFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today's episode:Apple brings video to Podcasts, taking on YouTube and SpotifyWarner Bros. reopens talks with Paramount after a sweetened bidActivist Elliott takes a 10% stake in Norwegian Cruise LineGeneral Mills cuts its outlook as consumer spending weakensLogan Paul sells a Pokémon card for $16.5 million

Affirm CEO Max Levchin takes aim at credit cards, explaining how compounding interest and revolving balances keep Americans trapped in debt. He pushes back on claims that Buy Now, Pay Later fuels overspending, weighs the risks of a recession, and argues the real problem isn't high interest rates — it's endless revolving debt.

Software stocks were once Wall Street's favorite trade. Investors loved the high margins, recurring revenue, and sticky users. But now they're getting crushed, and AI is at the center of the panic. In this deep dive, we break down why SaaS became one of the best business models ever created, what's driving the recent selloff, whether AI agents and “vibe coding” actually threaten traditional software, and if this is a massive overreaction or a permanent repricing.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)

Market update for Friday February 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:January CPI cools to 2.4% Airbnb beats on revenue but sees profits dipAnthropic raises $30B at a $380B valuationRivian jumps on strong 2026 production guidanceDraftKings tumbles after weak 2026 revenue outlookFun Fact: Waymo is paying gig workers to close robotaxi doors

Market update for Thursday February 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:AI disruption concerns continue to pressure financial and software stocksMcDonald's U.S. same-store sales jump 6.8%Kraft Heinz pauses its planned breakup and commits $600M to revive growthViking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trialsCisco beats earnings but falls on margin pressure and cautious AI guidanceFun Fact: Americans are spending more of the workday sitting

Market update for Wednesday February 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:AI disruption fears spread from software to financial stocksU.S. adds 130,000 jobs in January, unemployment falls to 4.3%Ford reports an $11.1B quarterly loss after a surprise $900M tariff hitActivist investor takes $200M stake in WBD,  pushes board to reconsider $72B Netflix dealBeta Technologies jumps after Amazon stake disclosureLyft plunges on revenue miss, despite $1B buybackNew poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain

Market update for Tuesday February 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:Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026Spotify delivers blowout earnings, setting a record for user growth TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff reliefAppLovin shares jump after a short seller retracts key allegations tied to a major shareholderCoca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spendingFun fact: MrBeast is getting into the banking business

Market update for Monday February 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 rally to end last week, but Wall Street remains skeptical of the bounceNovo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patentsChina urges banks to limit exposure to U.S. Treasuries, rattling bond marketsSuper Bowl betting hits a record as prediction markets take share from sportsbooks

We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co. Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.

Sandisk's stock has gone up over 1,500% in the last 12 months, so what is causing this surge?In today's deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competitionFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Check out the Public app for incredible investing tools and to support the show (LINK)

Market update for Friday February 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:Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt downAmazon shares slide after the company unveils a massive $200B AI capex planNvidia delays new gaming chips because of memory shortageRoblox pops after blowout bookings growth and strong user momentumHims slides after warning from FDA and Novo about copycat pill A look at the business behind the 2026 Winter Olympics kicking off in Italy

Market update for Thursday February 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:Tech stocks slide for a second straight day as market continues to broadenGoogle crushes earnings, but massive AI capex plans raise concerns on Wall StreetSpaceX looks to fast-track its way into major stock indexes ahead of a potential IPOSnap surprises investors with a rare profitable quarter, while Qualcomm sinks on weak guidanceFun fact: Nintendo brings back the Virtual Boy

Market update for Wednesday February 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:Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruptionEli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it