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.
586 Episodes
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Market update for January 13, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:• Google crosses $4 trillion after Apple taps Gemini to power Siri• CPI comes in as expected, with inflation holding steady at 2.7%• What the latest inflation data means for the Fed and rate cuts• JPMorgan kicks off earnings season with a big trading-driven beat• Nvidia and Eli Lilly announce a $1B partnership to use AI in drug discovery• Market movers: Intel and AMD rally, Delta slides after earnings
Market update for January 12, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.DOJ opens criminal investigation against Federal ReserveWalmart agrees to AI shopping deal with GoogleTrump proposes 10% interest rate cap on credit cardsAllegiant acquires Sun County Airlines for $1.5BAbercrombie cuts Q4 outlook after holiday season
Andrew Ross Sorkin joins The Rundown to break down the lessons of his new book 1929, and what the most devastating market crash over the last century tells us about the current AI economy. We talk power shifts between Wall Street, Washington, and billionaires — from the 1920s to today — and why there is no amount of 'F You Money' that can over-power President Trump's influence. Sorkin explains why Fed independence matters, how political pressure warped decisions in 1929, and what today’s bond market may be quietly signaling. Plus, a sharp debate on speculation, prediction markets, AI hype, and why the Dow remains relevant.
The EV hype cycle is over, tax credits are gone, and demand is cooling fast, yet Lucid Motors is doubling down. In this deep dive, we break down Lucid’s turbulent journey from battery startup to luxury EV maker, why production is rising even as losses mount, and how long its Saudi-backed runway really lasts. We examine the bull case around SUVs, battery tech, and a surprise robotaxi partnership with Uber — and the bear case facing an industry stuck in an EV winter. By the end, you’ll understand why 2026 may be the make-or-break year for one of the most ambitious EV companies on the road.
Market update for January 9, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.US economy adds 50k jobs in December, unemployment fallsMeta signs nuclear energy deals to power its AI data centersTSMC beats revenue estimates as AI and iPhone demand stay strong, easing fears of an AI bubbleIntel jumps on manufactering optimism and Trump praiseGM slides after taking another EV-related chargeFun fact: Millions of people (and doctors) are turning to AI for health advice as OpenAI launches ChatGPT Health
Market update for January 8, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Google overtakes Apple to become the world’s second-most valuable companyTrump threatens to ban Wall Street from buying single-family homesDefense stocks rally after Trump calls for a $1.5 trillion military budgetNvidia regains access to China as H200 chip sales inch closer to approvalFun fact: Anthropic’s quiet AI strategy could beat OpenAI’s business model
Market update for January 7, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:storage stocks surge after Nvidia’s Jensen Huang highlights memory demandDiscord confidentially files for a U.S. IPO as the tech IPO market heats upElon Musk’s xAI raises a massive $20B with backing from Nvidia and CiscoMobileye jumps on its $900M humanoid robotics acquisitionDeckers slides after analysts downgrade Hoka’s growth outlookWeb traffic data shows ChatGPT losing ground to Google’s Gemini
Market update for Tuesday January 6, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Energy and defense stocks rally as markets react to Venezuela developmentsNvidia unveils new AI chips and lays out its plan to power robotaxi fleetsMeta delays the global rollout of its Ray-Ban smart glasses due to supply constraintsZeta Global jumps after announcing a partnership with OpenAINatural gas prices slide as warm weather pressures demandCondo prices see their biggest decline in over a decade — and you can now bet on housing prices
Market update for Monday January 5, 2026Follow 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 VenezuelaNovo 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 techComcast slides as its cable spinoff Versant officially begins tradingCES kicks off in Vegas as tech giants test consumer demand for AI hardware
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 yearLuxury retailer Saks prepares for bankruptcy after missing a major debt paymentFurniture stocks jump after Trump delays tariff hikes on importsOil prices slide as global supply continues to outpace demandDisney caps off a massive year at the box office with $6.5B in ticket sales
Market update for Wednesday December 31, 2025Follow 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 explodesWarner Bros. Discovery plans to reject Paramount’s revised takeover offerNike stock jumps on insider buying as Rivian slides on CEO stock salesWarren Buffett officially steps down after one of the greatest investing runs ever
Market update for Tuesday December 30, 2025Follow 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 assetsMeta buys AI startup Manus for more than $2 billionTesla deliveries expected to drop for 2nd year in a row Copper prices surge to record highs as AI data centers fuel demandFun fact: International stocks outperformed U.S. stocks by the widest margin since 2009
Market update for Monday December 29, 2025Interview with Jason Ware, CIO of Albion Financial Space Stocks Deep DiveFollow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Lululemon’s founder launches proxy fight to shake up the boardNvidia finalizes a $5B investment in IntelDigitalBridge stock soars on SoftBank acquisitionSilver pulls back after a historic run fueled by speculation and industrial demandFun Fact: Bluey once again dominated streaming in 2025
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 gives his take on a potential Fed shakeup and the biggest open questions for markets in 2026.
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 these stocks reach escape velocity, or come crashing back to Earth?
Market update for Friday December 26, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode: Nvidia makes $20B deal with AI chip company GroqSilver & gold prices continue historic rallyMemory chip stocks jump on AI-driven price hikesBiohaven shares nosedive on depression drug trial failureCoca-Cola responsible for modern day Santa Claus
Market update for Wednesday December 24, 2025Follow 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 expectedApple CEO Tim Cook buys $3M worth of Nike stock as the company struggles to turn things aroundGoogle-backed AI fleet management company Motive files for an IPODynavax surges after agreeing to a $2.2B acquisition by SanofiIntel slides after reports Nvidia won’t use its chip manufacturing processTech IPOs in 2025 have disappointed investors
Market update for Tuesday December 23, 2025Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In this episode:Gold and silver prices hit new recordsNovo’s weight-loss pill gets FDA approvalGoogle buys a renewable energy firm for $4.75BTrump’s new battleship deal goes to Huntington IngallsU.S. drone stocks soar after U.S. bans foreign playersJohnson & Johnson ordered to pay $1.5B by jury in baby powder case
Market update for Monday December 22, 2025Follow 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 WBDNvidia plans to ship H200 chips to China in FebruaryRocket Lab secures its largest contract everHoneywell loses $470M from FlexJet lawsuitThe new Avatar movie “Fire and Ash” disappoints in opening weekend
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