The Rundown

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...

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...