The Rundown

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 softw...

Market update for Friday February 13, 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: January CPI cools to 2.4%  Airbnb beats on revenue but sees profits dip Anthropic raises $30B at a $380B valuation Rivian jumps on strong 2026 production guidance...

Market update for Thursday February 12, 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: AI disruption concerns continue to pressure financial and software stocks McDonald’s U.S. same-store sales jump 6.8% Kraft Heinz pauses its planned breakup and c...

Market update for Wednesday February 11, 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: AI disruption fears spread from software to financial stocks U.S. adds 130,000 jobs in January, unemployment falls to 4.3% Ford reports an $11.1B quarterly loss...

Market update for Tuesday February 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: Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026 Spotify delivers blowout earnings, setting a record for user grow...

Market update for Monday February 9, 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 rally to end last week, but Wall Street remains skeptical of the bounce Novo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patents China...

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 cyc...

Market update for Friday February 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: Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt down Amazon shares slide after the company unveils a massive $200B AI capex plan Nvi...

Market update for Thursday February 5, 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: Tech stocks slide for a second straight day as market continues to broaden Google crushes earnings, but massive AI capex plans raise concerns on Wall Street Space...

Market update for Wednesday February 4, 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: Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption Eli Lilly surges while Novo Nordisk stumbles, exposing a price war i...

Market update for Tuesday February 3, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Cathie Wood Interview ( Spotify , YouTube ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: SpaceX merges with xAI, creating the most valuable private company on Earth Palantir shares surge after blowout earning...

Market update for Monday February 2, 2026. Silver Deep Dive: ( 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 we recap: Why Gold and silver and bitcoin are crashing Disney’s earnings beat as the company picks new CEO Oracle announces...

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in...

In today’s weekend deep dive, we’re breaking down the chaos in the silver market. Silver prices went on a historic run before crashing more than 30% in a single day. So what happened? We'll breakdown: Why silver rallied so aggressively in the first place Silver’s critical role in AI, data centers, solar, and EVs The tight supply dynamics that make silver uniquely volatile Why some analysts thi...

Market update for Friday January 30, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold and silver pull back  Trump picks Kevin Warsh to be next Chairman of the Federal Reserve Apple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressure OpenAI planning for Q4 IPO Sandisk surges...

Market update for Thursday January 29, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: The Fed holds rates steady as Powell offers little new guidance Gold and silver rip to record highs after the Fed meeting Tesla beats earnings but makes a massive pivot toward AI and humanoid robots Microsoft sells off despite strong results as AI spe...

Market update for Wednesday January 28, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: US Dollar continues to slide ASML delivers record orders, signaling that AI infrastructure spending is still accelerating China approves sales of Nvidia’s H200 chips to major tech firms Amazon announces 16,000 corporate layoffs Starbucks shares jump...

Market update for Tuesday January 27, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold hits record levels while the dollar slides and Bitcoin falls behind Health insurers sink after the Trump administration signals tighter Medicare Advantage payments GM shares jump as the automaker leans into gas-powered trucks and boosts buybacks...

Market update for January 26, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold and silver surge as money flows into hard assets Nvidia invests another $2B into CoreWeave to accelerate AI data center expansion OpenAI ramps up efforts to win enterprise customers and take share from Anthropic USA Rare Earth rallies after US Government...

Kyla Scanlon, Author of "In This Economy?” joins The Rundown to unpack why markets and the global economy increasingly feel like a reality TV show. We break down the end of the “Great Moderation,” the bond market’s new role as a check on political power, and why uncertainty may be the defining economic force of the next decade. Kyla and Zaid dive into Japan’s fragile bond market, the unraveli...

Rocket Lab is often labeled the “other SpaceX” — but that misses what actually makes the company interesting. In this weekend deep dive, we break down what Rocket Lab really does, from its Electron rocket to its fast-growing satellite manufacturing business. We dig into CEO Peter Beck’s origin story, the company’s vertically integrated model, and why its upcoming Neutron rocket could be a game-cha...

Market update for January 23, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Global investors quietly diversify away from U.S. assets, fueling gains in gold and emerging markets Intel shares slide after the chipmaker admits it can’t keep up with surging AI data-center demand TikTok finalizes a deal to stay in the U.S., reshaping owners...

Market update for January 22, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Stocks rally after tensions around Greenland ease and investors breathe a sigh of relief Apple works on an AI-powered wearable pin and plans a major Siri overhaul Waymo launches its robotaxi service in Miami as expansion accelerates Moderna surges on promising...