The Rundown

Market update for Tuesday January 6, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Energy and defense stocks rally as markets react to Venezuela developments Nvidia unveils new AI chips and lays out its plan to power robotaxi fleets Meta delays the global rollout of its Ray-Ban smart glasses due to supply constraints Zeta Global jumps...

Market update for Monday January 5, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: U.S. oil stocks rally as investors bet on long-term upside in Venezuela Novo Nordisk launches the first-ever GLP-1 weight-loss pill in the U.S. Mobileye jumps after landing a major U.S. automaker for self-driving tech Comcast slides as its cable spinoff...

In our first deep dive of 2026, we share bold predictions for markets in the year ahead. We break down our top sector pick, a controversial take on the Magnificent 7, and why Wall Street’s overwhelming confidence in 2026 feels unusual. Plus, why one of the most powerful people in tech could be closer to the hot seat than anyone expects.

Market update for January 2, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Tesla misses Q4 delivery estimates as vehicle deliveries fall 16% year over year Luxury retailer Saks prepares for bankruptcy after missing a major debt payment Furniture stocks jump after Trump delays tariff hikes on imports Oil prices slide as global supply...

Market update for Wednesday December 31, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Nvidia prepares to ramp H200 chip production as demand from China explodes Warner Bros. Discovery plans to reject Paramount’s revised takeover offer Nike stock jumps on insider buying as Rivian slides on CEO stock sales Warren Buffett officially ste...

Market update for Tuesday December 30, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Silver and gold see wild swings as metals trade like meme assets Meta buys AI startup Manus for more than $2 billion Tesla deliveries expected to drop for 2nd year in a row  Copper prices surge to record highs as AI data centers fuel demand Fun fact:...

Market update for Monday December 29, 2025 Interview with Jason Ware, CIO of Albion Financial Space Stocks Deep Dive Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Lululemon’s founder launches proxy fight to shake up the board Nvidia finalizes a $5B investment in Intel DigitalBridge stock soars on SoftBank acquisition Silver pulls back afte...

Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial , explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware giv...

Space is no longer just science fiction—it’s becoming the next battleground for tech, AI, and Wall Street. As SpaceX inches toward a potential IPO and government support accelerates the new space race, investors are piling into anything tied to orbit. In this weekend deep dive, we explore why space stocks are suddenly on fire and which companies could actually benefit as the industry scales. Will...

Market update for Friday December 26, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode:  Nvidia makes $20B deal with AI chip company Groq Silver & gold prices continue historic rally Memory chip stocks jump on AI-driven price hikes Biohaven shares nosedive on depression drug trial failure Coca-Cola responsible for modern day Santa Cla...

Market update for Wednesday December 24, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: The S&P 500 hits another record as GDP growth comes in hotter than expected Apple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things around Google-backed AI fleet management company Motive files for an IPO Dynavax...

Market update for Tuesday December 23, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode: Gold and silver prices hit new records Novo’s weight-loss pill gets FDA approval Google buys a renewable energy firm for $4.75B Trump’s new battleship deal goes to Huntington Ingalls U.S. drone stocks soar after U.S. bans foreign players Johnson & Jo...

Market update for Monday December 22, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode: Investors eye ‘Santa Claus’ rally to end the trading year  Oracle founder Larry Ellison guarantees Paramount’s offer for WBD Nvidia plans to ship H200 chips to China in February Rocket Lab secures its largest contract ever Honeywell loses $470M from FlexJ...

Kyla Scanlon and Justin Wolfers, Professor of Public Policy and Economics at University of Michigan, join the show to break down the Federal Reserve’s latest rate cut—and why growing internal dissent at the Fed actually matters. We unpack what the dot plot reveals, how markets may be misreading Jerome Powell, and whether inflation data is being misunderstood rather than manipulated. The conversati...

Medline just pulled off the biggest IPO of 2025, beating out higher-profile names like Circle, Klarna, and Figma despite being a company most people have never heard of. In this episode, we break down how this family-owned medical-supply giant built a massive moat, why its CEO calls it the “Costco of Healthcare,” and the risks investors should be watching.

Market update for December 19, 2025.  Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In this episode: Economists question the quality of the inflation data Nike beats earnings but warns of weaker sales and margin pressure TikTok moves closer to a U.S. spinoff with Oracle-led investors CoreWeave joining the federal government’s AI “Genesis” mission Maybe the gr...

Market update for Thursday December 18, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode we discuss: Oracle’s data center financing concerns A cooler-than-expected CPI report Netflix’s push into podcasts as YouTube lands the Oscars Activist investor Elliott’s $1B stake in Lululemon Micron surging on strong memory demand  Instacart drops o...

Market update for Wednesday, December 17, 2025.  Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode:  Warner Bros. rejects Paramount bid OpenAI in talks with Amazon for $10B investment DBV shares soar on peanut allergy drug trial win Lennar shares fall on housing profit miss Waymo hits $100 billion valuation

Market update for Tuesday, December 16, 2025 Follow us on Instagram ( ⁠@TheRundownDaily⁠ ) for bonus content and instant reactions. In today’s episode: Jobs data signals a cooling labor market Ford takes a $19.5B hit and resets its EV strategy PayPal applies to become a bank Nasdaq pushing for 23hr trading

Market update for December 16, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. Check out our weekend episodes: Deep Dive: Oracle’s Big Gamble on AI Interview: Space Reporter Eric Berger about SpaceX IPO  In today’s episode: Investors rotate out of big tech and into small caps Netflix lays out its case for acquiring Warner Bros amid antitrust scrutiny Space...

Eric Berger, senior space editor at Ars Technica and author of Liftoff , joins to break down why SpaceX may finally be preparing to go public, and why this could become the biggest IPO in history. Berger unpacks Elon Musk’s long resistance to public markets, how Starlink transformed SpaceX from a launch company into a revenue machine, and why the AI arms race is pulling SpaceX into an entirely new...

Oracle is making one of the biggest bets in tech, reinventing itself as a core pillar of AI infrastructure while piling on massive debt. In this weekend deep dive, we break down Oracle’s pivot, its deep ties with OpenAI and Nvidia, and the AI contracts driving a $500 billion backlog. We lay out the bull case for Oracle becoming a neutral backbone of the AI economy and the bear case around leverage...

Stock market update for December 12, 2025.

Market update for December 11, 2025 Follow us on Instagram ( ⁠@TheRundownDaily⁠ ) for bonus content and instant reactions. Today we break down: Fed cuts rates by 25 bps Oracle misses the mark on sales expectations Disney signs a $1B deal with OpenAI Eli Lilly sees trial success with new weight-loss drug

Market update for December 10, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. Today we break down: What to expect from the Fed meeting and Powell’s press conference Oracle’s high-stakes earnings as debt worries pile up DeepSeek reportedly uses smuggled Nvidia chips to train its next model OpenAI bringing Photoshop into ChatGPT plus a new CRO  The day’s bi...