The Rundown

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.

Market update for Friday March 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: Oil surges past $100 as the Strait of Hormuz remains shut down Adobe CEO Shantanu Narayen announces plans to step down Tesla sales rebound in China while BYD deliveri...

Market update for Thursday March 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: Oil back at $100 / barrel Eli Lilly releases health warning regarding “copycat” weightloss drugs Cracks emerge in private credit market as major funds limit withdra...

Market update for Wednesday March 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: Oil prices whipsaw after deleted government tweet about the Strait of Hormuz Inflation holds steady as February CPI comes in at 2.4% Oracle stock surges after stro...

Market update for March 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: Oil briefly spikes near $120 before plunging back into the $80s Live Nation reaches a settlement with the DOJ and avoids Ticketmaster breakup Rivian jumps after an analyst...

Market update for Monday March 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: Oil surpasses $100 a barrel  Hims makes peace with Novo Nordisk  Oracle & OpenAI bail on major data center plan The S&P 500 has some new entrants Airline and c...

Oil prices have surged above $100 after disruptions in the Strait of Hormuz, sending shockwaves through global markets. In this episode, Mike McGlone, Sr. Commodities Strategist at Bloomberg Intelligence, breaks down what’s driving the sudden spike in energy prices and why he believes it could trigger a much larger economic shift. We discuss how rising oil prices impact inflation, consumer spendin...

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 growth Follow 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, 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: Unemployment rate hits 4.4% Costco earnings surprise investors Marvell shows strength within AI chip design  Gap’s athleisure business shows sales declines Fun fact: M...

Market update for Thursday March 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: Tariffs are jumping to 15% this week Broadcom AI sales double Nvidia halts production of Chinese H200 chips OpenAI explores ad deal with The Trade Desk A...

Market update for Wednesday March 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: OpenAI looks toward NATO defense deal Tesla receives robotaxi driven upgrade from Bank of America Ross Stores provides upbeat 2026 outlook after holiday earning...

Market update for Tuesday March 3, 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 and gas jumps from Strait of Hormuz disruption Target forecasts sales growth for the first time in three years Best Buy beats on profits despite soft holiday sale...

Market update for Monday March 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 U.S.–Iran conflict escalates and shipping through the Strait of Hormuz faces disruption Anthropic blacklisted by the Pentagon after refusing expand...

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 inferenc...