The Rundown
Subscribed: 277Played: 20,007
Subscribe
© Public.com
Description
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.
674 Episodes
Reverse
Market update for April 14, 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:March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecastBig banks kick off earnings season: JPMorgan, Citi, and Wells Fargo reportAmazon acquires Globalstar to take on Starlink in the space internet raceNovo Nordisk partners with OpenAI to accelerate drug discoveryCarMax stock drops after another weak quarterMeta expected to pass Google as the world's largest digital advertising company
Market update for Monday April 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:U.S. begins Strait of Hormuz blockade targeting Iran’s oil exportsGoldman Sachs beats earnings expectations, but shares fall on weakness in fixed income tradingRevolution Medicines stock surges after breakthrough pancreatic cancer drug trial resultsBest Buy drops after downgrade tied to rising PC prices and weaker demand outlookMcDonald’s enters the energy drink market
Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.
NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story. In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.
Market update for Friday April 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: March CPI jumps 3.3%, the biggest monthly increase since 2022,Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI modelTSMC posts record $35.6 billion in Q1 revenueCoreWeave pops after landing multi-year deal with AnthropicServiceNow gets hit again as UBS downgrades the stock on AI disruption fearsDOJ opens antitrust investigation into the NFL over media rights deals
Market update for Thursday April 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 surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blockedMeta unveils Muse Spark, its first AI model from the new Superintelligence LabEli Lilly's new weight loss pill Foundayo is officially available in the U.S. starting at $149/monthStaar Surgical pops on blowout preliminary Q1 resultsApplied Digital falls despite strong revenue growth Nearly 4,000 private jets expected to fly into Augusta for the Masters this week
Market update for Wednesday April 8, 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 surge after a last-minute Iran ceasefire eases global tensionsOil prices plunge as the Strait of Hormuz reopensDelta beats earnings but warns about rising fuel costsApple stock swings on conflicting reports about a foldable iPhone delayLevi Strauss jumps after strong earnings and DTC growthEnergy stocks fall as oil prices dropUsed car prices hit 3 year peak
Market update for Tuesday April 7, 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:Health insurance stocks surged after a better-than-feared Medicare Advantage payment updateBroadcom jumps after signing major AI deals with Google and AnthropicUniversal Music pops after Bill Ackman pitches a takeover dealASML slips on proposed new U.S. chip export restrictions targeting ChinaFun fact: Artemis II astronauts make history by traveling farther from Earth than any humans ever have
Market update for Monday, April 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:Strong jobs report shows the U.S. economy is still holding up Jamie Dimon warns inflation could rise again and flags risks in private credit and global marketsOpenAI faces internal tension over IPO timing as spending surges and competition with Anthropic heats upNetflix gets upgraded as Wall Street bets on ads and long-term growthCarvana falls after a downgrade tied to higher rates and pressure on consumersThe new Mario movie dominates the box office with a $370M global debut despite poor reviews
Since its 2023 IPO, Cava stock has surged roughly 3x. This year, $CAVA is outpacing fast-casual restaurant peers like Chipotle ($CMG) and Sweetgreen ($SG). What's driving that success? CEO and Co-Founder Brett Schulman joins The Rundown to break down how new market expansion and a disciplined pricing strategy helped scale the company from a single restaurant to a $1 billion business. Schulman and Zaid also discuss how CAVA is navigating today’s affordability backdrop, and what’s driving demand across new markets. Plus, how the company is thinking about AI, GLP-1 drugs, and the future of the restaurant industry.
In today's deep dive, Zaid breaks down the first quarter of 2026. Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the biggest winners including energy stocks, Sandisk, and Lumentum, and explain why Microsoft, Robinhood, and AppLovin were among the quarter's biggest losers. Zaid also previews Q2, shares what Wall Street is projecting for the rest of 2026Previous Deep Dives:Sandisk: Spotify, YouTubeSaaspocalypse: Spotify, YouTube
Market update for Thursday April 2, 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:Oil surges 8% after Trump's prime-time speech signals escalation in IranSpaceX files confidential IPO paperwork with the SEC, aiming to raise up to $75 billion in what could be the largest public offering in historyTesla reports 358,000 Q1 deliveries, missing Wall Street estimates for the second straight quarterGlobalstar stock surges on reports Amazon is in talks to acquire the satellite company for $9 billionBlue Owl Capital caps redemptions after investors request 22% withdrawal from its $36 billion private credit fundNASA's Artemis II successfully launches four astronauts toward the moon, the first crewed mission beyond low Earth orbit in over 50 years
Market update for Wednesday April 1, 2026Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Nike stock slides after the company warns turnaround will take longer than expectedOpenAI closes $122 billion fundraising round and hits $852 billion valuationnCino soars after crushing earnings, raising guidance, and showing strong momentum in its AI toolsRH gets hammered after tariffs, weak demand, and a gloomy outlook hit the luxury furniture makerPublic launches AI agent feature that lets investors automate parts of their trading strategy inside the app
Market update for Tuesday March 31, 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:Delta tapped Amazon’s Leo satellite service for in-flight Wi-FiMcCormick struck a deal to buy most of Unilever’s food business for $45 billionEli Lilly agreed to buy Centessa in a deal worth up to $7.8 billionNvidia takes a $2 billion stake in MarvellConstellation Energy shares fell after investors were left waiting for a major new AI power deal announcementAllbirds is being sold for just $39 million
Market update for Monday March 30, 2026Interview with Amos Hochstein (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:The growing problems in private credit, including hidden software exposureEli Lilly’s $2.75 billion AI drug deal with InsilicoAlcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle EastAvis is falling after last week’s huge rally tied to airport chaos and TSA disruptionsSony raising prices on the PS5 again….blames it on AI
Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical tensions. Drawing on firsthand experience in high-stakes diplomacy, including as a key negotiator in talks involving Hezbollah, he explains how backchannel negotiations actually work and why today’s market may be dangerously misreading the situation. He argues that what we’re seeing is “the worst energy disruption the world has ever seen.” The conversation dives into the gap between paper and physical oil prices, the impact of a prolonged Strait of Hormuz closure, and what policymakers could have done differently.
In this deep dive, Zaid checks in on Meta and asks the big question: is the company having an identity crisis? We break down Meta’s shift away from the metaverse, its massive AI spending spree, the recent layoffs, the legal trouble piling up, and the bull and bear case for the stock moving forward.
Market update for Friday March 27, 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:Nasdaq enters correction territory Netflix raises prices across all streaming plans JetBlue reportedly exploring a sale to United, Alaska Air, or SouthwestUnity Software jumps 13% after raising its Q1 revenue forecastBitcoin drops to a two-week lowFun Fact: Apple is quietly making nearly $1 billion a year from AI apps
Market update for Thursday, March 26th, 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:Oil surges back above $106 as Iran rejects U.S. peace plan, gas prices near $4 a gallonMeta loses two landmark court cases over child safety and social media addictionGoogle's TurboQuant breakthrough sends memory chip stocks tumblingOlaplex gets acquired by Henkel for $1.4B (a 94% decline from its IPO valuation)Snapchat under investigation in Europe over child safety failuresThe NBA is expanding to Las Vegas and Seattle, and it could cost $10 billion per team
Market update for Wednesday March 25, 2026Interview with CFO of Circle (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:Crypto stocks drop after proposed stablecoin regulation threatens yieldsOpenAI shuts down Sora, ending a potential $1B deal with DisneyArm jumps after announcing plans to sell its own AI chipsPop Mart plunges as investors worry about slowing Labubu demandCostco launches a new Kirkland energy drink that could rival Celsius
Download from Google Play
Download from App Store
United States
I was just thinking about this in this morning