The Rundown
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Daily stock market update in under 10 minutes. Stay up to date with the companies making the biggest moves and learn about the economic news that can help you be a better investor. Hosted by Zaid Admani. Created by Public.com.
623 Episodes
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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 under three hours. And operating profits are expanding faster than sales.But at 42x forward earnings and with a new CEO stepping in, is this transformation sustainable?
Market update for Friday February 20, 2026Check 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 $30BBlue Owl flashes warnings signs for private credit industryOpendoor points to profitability by year-endNewmont's gold production slows amid gold surge 2025 was the best year for hedge funds since 2009
Market update for Thursday February 19, 2026Check 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 fadesWalmart beats on earnings but issues cautious guidanceFigma revenue jump 40% as AI monetization acceleratesEtsy sells Depop to eBay for $1.2BCarvana stock slides after earnings missAmazon surpasses Walmart in annual revenue
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 AppleGold and silver pull back after recent runMeta strikes multiyear deal to buy millions of Nvidia AI chipsUber invests $100M in autonomous vehicle charging hubsCaesars jumps on Vegas reboundSandisk falls after Western Digital announces $3.1B share saleRecord CEO turnover hits Corporate America, and leaders are getting younger
Market update for Tuesday February 17, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Software Selloff Deep Dive: Spotify, YouTubeFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Apple brings video to Podcasts, taking on YouTube and SpotifyWarner Bros. reopens talks with Paramount after a sweetened bidActivist Elliott takes a 10% stake in Norwegian Cruise LineGeneral Mills cuts its outlook as consumer spending weakensLogan Paul sells a Pokémon card for $16.5 million
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 software, and if this is a massive overreaction or a permanent repricing.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 February 13, 2026Check 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 dipAnthropic raises $30B at a $380B valuationRivian jumps on strong 2026 production guidanceDraftKings tumbles after weak 2026 revenue outlookFun Fact: Waymo is paying gig workers to close robotaxi doors
Market update for Thursday February 12, 2026Check 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 stocksMcDonald’s U.S. same-store sales jump 6.8%Kraft Heinz pauses its planned breakup and commits $600M to revive growthViking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trialsCisco beats earnings but falls on margin pressure and cautious AI guidanceFun Fact: Americans are spending more of the workday sitting
Market update for Wednesday February 11, 2026Check 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 stocksU.S. adds 130,000 jobs in January, unemployment falls to 4.3%Ford reports an $11.1B quarterly loss after a surprise $900M tariff hitActivist investor takes $200M stake in WBD, pushes board to reconsider $72B Netflix dealBeta Technologies jumps after Amazon stake disclosureLyft plunges on revenue miss, despite $1B buybackNew poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain
Market update for Tuesday February 10, 2026Check 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 2026Spotify delivers blowout earnings, setting a record for user growth TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff reliefAppLovin shares jump after a short seller retracts key allegations tied to a major shareholderCoca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spendingFun fact: MrBeast is getting into the banking business
Market update for Monday February 9, 2026Check 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 bounceNovo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patentsChina urges banks to limit exposure to U.S. Treasuries, rattling bond marketsSuper Bowl betting hits a record as prediction markets take share from sportsbooks
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 cycle and rising competitionFollow 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 February 6, 2026Check 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 downAmazon shares slide after the company unveils a massive $200B AI capex planNvidia delays new gaming chips because of memory shortageRoblox pops after blowout bookings growth and strong user momentumHims slides after warning from FDA and Novo about copycat pill A look at the business behind the 2026 Winter Olympics kicking off in Italy
Market update for Thursday February 5, 2026Check 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 broadenGoogle crushes earnings, but massive AI capex plans raise concerns on Wall StreetSpaceX looks to fast-track its way into major stock indexes ahead of a potential IPOSnap surprises investors with a rare profitable quarter, while Qualcomm sinks on weak guidanceFun fact: Nintendo brings back the Virtual Boy
Market update for Wednesday February 4, 2026Check 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 disruptionEli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it
Market update for Tuesday February 3, 2026Check 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 EarthPalantir shares surge after blowout earnings and strong guidance driven by AI demandDisney officially names Josh D’Amaro as its next CEO, ending a long succession saga
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 crashingDisney’s earnings beat as the company picks new CEOOracle announces plans to raise up to $50B to fund its massive AI data center buildoutUnity rebounds after last week’s AI-driven selloff, while Nvidia slips on OpenAI deal uncertaintyPlus, why the housing market is quietly shifting back in favor of buyers
Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in software, and why productivity gains may accelerate faster than investors expect. Plus, she defends ARK’s bold $1.5 million Bitcoin price target by 2030 and explains why Bitcoin and gold aren’t actually competing assets.
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