The Rundown

Market update for Friday February 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: 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 bid CoreWeave stock t...

Market update for Thursday February 26, 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 earnings show signs of continued AI growth Salesforce guidance disappoints, hurting consensus on software stocks Celsius earnings shows customer loyal...

Market update for Wednesday February 25, 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: Stripe reportedly considers acquiring PayPal after its stock slump Circle stock surges after crushing earnings and strong USDC growth Cava jumps on surprise sam...

Market update for Tuesday February 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: A viral AI “doomsday” report spooks investors Meta strikes a massive $100B+ AI chip deal with AMD Home Depot beats earnings but warns housing demand remains “froz...

Market update for Monday February 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’s slaps 15% tariffs after Supreme Court ruling DOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. deal Novo Nordisk falls further behind Eli...

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...

Market update for Friday February 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: Supreme Court rules against Trump's tariffs Nvidia lowers OpenAI investment to $30B Blue Owl flashes warnings signs for private credit industry Opendoor points...

Market update for Thursday February 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: Bitcoin drops near 2026 lows as crypto enthusiasm fades Walmart beats on earnings but issues cautious guidance Figma revenue jump 40% as AI monetization accelera...

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 Apple Gold and silver pull back after recent run Meta strikes multiyear deal to buy millions of Nvi...

Market update for Tuesday February 17, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Software Selloff Deep Dive: Spotify , YouTube Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Apple brings video to Podcasts, taking on YouTube and Spotify Warner Bros. reopens talks with Paramount after a swee...

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...