The Rundown

Market update for Wednesday April 8, 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: Stocks surge after a last-minute Iran ceasefire eases global tensions Oil prices plunge as the Strait of Hormuz reopens Delta beats earnings but warns about rising...

Market update for Tuesday April 7, 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: Health insurance stocks surged after a better-than-feared Medicare Advantage payment update Broadcom jumps after signing major AI deals with Google and Anthropic Univ...

Market update for Monday, April 6, 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: 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 markets OpenA...

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...

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...

Market update for Thursday April 2, 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 surges 8% after Trump's prime-time speech signals escalation in Iran SpaceX files confidential IPO paperwork with the SEC, aiming to raise up to $75 billion...

Market update for Wednesday April 1, 2026 Check 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 expected OpenAI closes $122 billion fundraising round and hits $852 billion...

Market update for Tuesday March 31, 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: Delta tapped Amazon’s Leo satellite service for in-flight Wi-Fi McCormick struck a deal to buy most of Unilever’s food business for $45 billion Eli Lilly agreed to b...

Market update for Monday March 30, 2026 Interview 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 exposure Eli Lilly’s $2.75 billion AI drug deal...

Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical tensions. Drawing on firsthand experience in high-stakes diplomacy, including as a key negotiator in talks involving Hezbollah, he explains how backchannel negotiations actually work and why today’s ma...

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, 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: Nasdaq enters correction territory  Netflix raises prices across all streaming plans  JetBlue reportedly exploring a sale to United, Alaska Air, or Southwest Unity So...

Market update for Thursday, March 26th, 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 surges back above $106 as Iran rejects U.S. peace plan, gas prices near $4 a gallon Meta loses two landmark court cases over child safety and social media ad...

Market update for Wednesday March 25, 2026 Interview 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 yields OpenAI shuts down Sora, ending a potent...

Market update for Tuesday March 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: Gold slides as rate expectations stay elevated The rise of AI agents and the race between OpenAI and Anthropic Nintendo cuts Switch 2 production after weak holiday d...

Market update for Monday March 23, 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: Trump delays Iran strikes, markets rally on de-escalation hopes Palantir becomes a core AI system for the U.S. military DraftKings jumps as lawmakers target predictio...

Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-bord...

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 eco...

Market update for Friday March 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: FedEx earnings signal economy still holding up Amazon working on AI-powered smartphone comeback Super Micro stock plunges after smuggling charges Firefly Aerospace su...

Market update for Thursday March 19, 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: Fed Meeting recap: rate cut hopes fade Uber invests $1.25B* in Rivian to launch robotaxis Micron crushes earnings but stock still falls Five Below jumps, Red Cat dr...

Market update for Wednesday March 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: Preview of today’s Fed meeting and the impact of oil prices  Nvidia restarts AI chip sales in China after regulatory approval Josh D’Amaro takes over as CEO of Dis...

Market update for Tuesday March 17, 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: Nvidia unveils new chips and expands partnership with Uber OpenAI cuts back on “side projects” Delta jumps on strong travel demand Eli Lilly falls after analyst down...

Market update for Monday March 16, 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: • 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 commerc...

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 addresse...

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.