The Rundown

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...

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...

Market update for Friday April 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: Iran opens the Strait of Hormuz, oil drops below $90 Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving) Google's SpaceX inve...

Market update for Thursday April 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: Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streak TSMC posts record profits, raises its outlook, and says AI...

Market update for Wednesday April 15, 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 bank traders cash in on volatility Meta expands its AI chip partnership with Broadcom Snap jumps after cutting 16% of its workforce thanks to AI ASML drops des...

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% forecast Big banks kick off earnings season: JPMorgan, Citi, and Wells Fargo report Amazon...

Market update for Monday April 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: U.S. begins Strait of Hormuz blockade targeting Iran’s oil exports Goldman Sachs beats earnings expectations, but shares fall on weakness in fixed income trading Revo...

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...

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, 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 CPI jumps 3.3%, the biggest monthly increase since 2022, Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI model TSMC p...

Market update for Thursday April 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 surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blocked Meta unveils Muse Spark, its first AI model from...

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...