The Rundown

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 is lowering prices while everyone else is raising themIntuit cuts 17% of its workforce and the stock tanksSome of the financial surprises from SpaceX's S1 filings including $4.9 billion in losses

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-year outlookCava defies the restaurant slowdown with 9.7% same-store sales growth and a raised forecastLowe's beats on earnings but stock slips as comparable sales disappoint in a tough housing marketOpenAI co-founder Andrej Karpathy joins Anthropic

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 and Blackstone creating a new AI cloud company to rival Nvidia and CoreweaveAmer Sports stock surging on blowout Salomon and Arc'teryx demandHome Depot beating earnings but falling on weak comparable salesAmazon launching AI-generated podcasts through Alexa+

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 Dominion EnergyBerkshire Hathaway's first major portfolio shakeup under new CEO Greg AbelWhy Cerebras is bouncing after its volatile IPO debutWhy Regeneron shares are falling after a failed late-stage melanoma trialHow OpenAI and Anthropic now dominate the AI startup space

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, including its growing consumer health platform focused on peptides, longevity, and human optimization. Plus, why the company believes the future of sports and healthcare are becoming increasingly connected.

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, and whether the stock can justify a valuation of 130x sales. 

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 stock after launching Ford EnergyFigma crushing earnings and proving software stocks aren't dead yetApplied Materials posting record results but the stock falling anywayPlus, Zaid answers a listener question about his journey from civil engineering to hosting The Rundown

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 stuck in geopolitical limboCerebras' massive AI chip IPO and what it says about investor appetite for the AI tradeCisco soaring on AI data center demand and stronger networking revenueDoximity plunging after weak guidance disappoints Wall StreetMicron overtaking Nvidia as the most heavily traded stock in the market

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 Alexa for ShoppingWolfspeed surges 23% on power chip hypeBirkenstock misses earnings as Iran war hits sandal salesYou'll soon be able to trade futures tied to AI computing power and GPU rental prices

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 AI chip demand heats upWendy's stock surging on reports Nelson Peltz may pursue a take-private bidHims & Hers shares falling after its GLP-1 pivot comes with higher costsNetflix revealing it spent $135B on films and TV shows over the past decade

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's earnings beat thanks to AI pushNintendo's stock drop after a Switch 2 price hike and weak sales forecastWhy the New York Knicks could eventually become their own publicly traded company

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 building them on Earth. Plus, Will explains Planet's partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most people realize.

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 winners so far, and whether this rally has room to run or is about to hit a wall.Check out our Sandisk deep dive: [YouTube][Spotify]

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 major Nvidia-backed AI infrastructure dealLime filing for  IPO at a potential $2 billion valuationRocket Lab rising after strong revenue, backlog growth, and progress on NeutronCloudflare cutting 20% of its workforce as it shifts toward agentic AINintendo raising Switch 2 prices as AI-driven chip demand makes gaming more expensive

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 ClaudeDoorDash jumping on strong order-value guidanceSnap falling after ad headwinds and the end of its Perplexity AI dealThe Sphere becoming the highest-grossing arena in the world

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 beats across the board in new CEO Josh D'Amaro's first earnings reportUber rising after stronger-than-expected bookings guidance and continued delivery growthNvidia investing in Corning as fiber optics become a bigger part of the AI data center buildoutLucid falling after a weak quarter, flat deliveries, and suspended production guidanceAmazon opening up its massive logistics network to outside businesses

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.Pinterest surging after a strong earnings report and upbeat guidanceDuolingo dropping as bookings growth slowsMichael Burry dumping GameStop after its wild bid for eBayThe Devil Wears Prada 2 proving millennial nostalgia is big business at the box office

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 first Berkshire Hathaway annual meeting without Warren Buffett on stageGameStop making a wild $56 billion offer to buy eBay

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 could reshape financial advice. Plus, a look at prediction markets, the evolution of retail investing, and where the industry is headed next—including a tease of Public's upcoming “free money” feature.

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 is actually ready to go public.

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 Iran warApple reports a monster quarter thanks to iPhone 17 lineupAnthropic in talks to raise money at a $900 billion valuationReddit stock pops after revenue jumps 69% and profits soar nearly 8xRoblox gets crushed after child safety measures slow user growthSaudi Arabia pulls funding from LIV Golf

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 nearly four yearsMicrosoft beats estimates but stock drops as cloud momentum stallsMeta revenue jumps 33% but stock tanks on raised AI spending and user declineEli Lilly blows past estimates, Zepbound and Mounjaro sales skyrocketFun fact; 69% of Polymarket traders are losing money

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 outlookVisa beats across the board as consumer spending stays resilientRobinhood misses estimates as crypto revenue plunges 47%Disney decides to keep ESPN

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, joining OpenAI and xAICoca-Cola beats earnings and raises guidance as volume growth returnsSpotify tanks after weak guidance overshadows a solid quarterThe World Cup is expected to boost global beer sales by one billion pints this summer

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 partnership as its legal battle with Elon Musk beginsChina blocks Meta's $2 billion acquisition of AI startup ManusVerizon rises on strong subscriber growth, while Domino's drops after weak earningsAdidas gets a major win after the first official sub-2-hour marathon in history

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 missile threats in conflicts like Iran. Plus, why the moon is quickly becoming a commercial asset, from data sales to future infrastructure.

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 chose him as the next CEO. And Zaid makes the case that despite all the success, Tim Cook might be a little overrated.

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 efficiencyMaxLinear jumps on AI data center demand, while Boyd Gaming falls on weaker Las Vegas resultsA U.S. soldier is accused of using classified information to make more than $400K betting on Polymarket

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 O'Neill as its next CEO as the brand tries to turn around its struggling U.S. business.Texas Instruments surged on strong earnings, while ServiceNow sank as software investors stayed in full panic mode.The Trump administration is reportedly close to rescuing Spirit Airlines with a potential $500 million government lifeline.

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 food supplyBoeing shares rise after reporting a smaller-than-expected lossVertiv falls despite strong AI data center demandAverage tax refunds are up more than 11% this season

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 its partnership with Anthropic in a massive new AI infrastructure dealUnitedHealth rallies after a strong earnings report and improved medical cost trendsAlaska Air drops after suspending guidance due to soaring jet fuel costsPlus, why older Americans now own a growing share of the U.S. stock market

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