The Rundown

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 talks with Marvell to develop new AI chipsTopBuild shares jump after QXO announces a $17 billion acquisition dealAST SpaceMobile drops after Blue Origin places one of its satellites in the wrong orbitInspire Brands, may be heading back to the public markets with a potential $2 billion IPO

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 latest financials, and why software is emerging as the key battleground. Plus, how much of this growth depends on active conflicts and what investors should be watching next.

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 take for things to return to normal once the Strait of Hormuz fully re-opens

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 could be worth $100 billion.Elon is buying his own Cybertrucks to prop up sales numbersNiSource lands energy deals with Google and Amazon for AI data centersAlcoa misses on earnings NBA ratings hit a 7-year high

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 demand is still “extremely robust”PepsiCo beats earnings after cutting prices on Doritos, Lay's, and other snacks to win back shoppersHims stock jumps after RFK Jr. signals looser peptide regulationsLive Nation drops after a major antitrust court loss that could put Ticketmaster's future in questionAllbirds is trying to pivot from selling wool sneakers to becoming an AI infrastructure company

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 earningsKevin Warsh set to be richest Fed Chair in history 

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 Globalstar to take on Starlink in the space internet raceNovo Nordisk partners with OpenAI to accelerate drug discoveryCarMax stock drops after another weak quarterMeta expected to pass Google as the world's largest digital advertising company

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 Medicines stock surges after breakthrough pancreatic cancer drug trial resultsBest Buy drops after downgrade tied to rising PC prices and weaker demand outlookMcDonald's enters the energy drink market

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 AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.

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.

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 record $35.6 billion in Q1 revenueCoreWeave pops after landing multi-year deal with AnthropicServiceNow gets hit again as UBS downgrades the stock on AI disruption fearsDOJ opens antitrust investigation into the NFL over media rights deals

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 Superintelligence LabEli Lilly's new weight loss pill Foundayo is officially available in the U.S. starting at $149/monthStaar Surgical pops on blowout preliminary Q1 resultsApplied Digital falls despite strong revenue growth Nearly 4,000 private jets expected to fly into Augusta for the Masters this week

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 costsApple stock swings on conflicting reports about a foldable iPhone delayLevi Strauss jumps after strong earnings and DTC growthEnergy stocks fall as oil prices dropUsed car prices hit 3 year peak

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 Music pops after Bill Ackman pitches a takeover dealASML slips on proposed new U.S. chip export restrictions targeting ChinaFun fact: Artemis II astronauts make history by traveling farther from Earth than any humans ever have

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 internal tension over IPO timing as spending surges and competition with Anthropic heats upNetflix gets upgraded as Wall Street bets on ads and long-term growthCarvana falls after a downgrade tied to higher rates and pressure on consumersThe new Mario movie dominates the box office with a $370M global debut despite poor reviews

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 and Zaid also discuss how CAVA is navigating today's affordability backdrop, and what's driving demand across new markets. Plus, how the company is thinking about AI, GLP-1 drugs, and the future of the restaurant industry.

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 Street is projecting for the rest of 2026.Previous Deep Dives:Sandisk: Spotify, YouTubeSaaspocalypse: Spotify, YouTube

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 could be the largest public offering in historyTesla reports 358,000 Q1 deliveries, missing Wall Street estimates for the second straight quarterGlobalstar stock surges on reports Amazon is in talks to acquire the satellite company for $9 billionBlue Owl Capital caps redemptions after investors request 22% withdrawal from its $36 billion private credit fundNASA's Artemis II successfully launches four astronauts toward the moon, the first crewed mission beyond low Earth orbit in over 50 years

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 valuationnCino soars after crushing earnings, raising guidance, and showing strong momentum in its AI toolsRH gets hammered after tariffs, weak demand, and a gloomy outlook hit the luxury furniture makerPublic launches AI agent feature that lets investors automate parts of their trading strategy inside the app

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 Centessa in a deal worth up to $7.8 billionNvidia takes a $2 billion stake in MarvellConstellation Energy shares fell after investors were left waiting for a major new AI power deal announcementAllbirds is being sold for just $39 million

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 InsilicoAlcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle EastAvis is falling after last week's huge rally tied to airport chaos and TSA disruptionsSony raising prices on the PS5 again….blames it on AI

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 market may be dangerously misreading the situation. He argues that what we're seeing is “the worst energy disruption the world has ever seen.” The conversation dives into the gap between paper and physical oil prices, the impact of a prolonged Strait of Hormuz closure, and what policymakers could have done differently.

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.

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.