The Rundown
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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.
636 Episodes
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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 episode: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.
1Market 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.
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