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.
664 Episodes
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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
Market update for Tuesday March 24, 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:Gold slides as rate expectations stay elevatedThe rise of AI agents and the race between OpenAI and AnthropicNintendo cuts Switch 2 production after weak holiday demandJefferies jumps on a potential takeover reportApollo falls as it caps withdrawals from a private credit fundAds coming to Apple Maps
Market update for Monday March 23, 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:Trump delays Iran strikes, markets rally on de-escalation hopesPalantir becomes a core AI system for the U.S. militaryDraftKings jumps as lawmakers target prediction market bettingFun Fact: “Project Hail Mary” becomes Amazon’s biggest movie debut ever
Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and exchange value autonomously.
In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech. We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.
Market update for Friday March 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:FedEx earnings signal economy still holding upAmazon working on AI-powered smartphone comebackSuper Micro stock plunges after smuggling chargesFirefly Aerospace surges on strong growthTesla Semi wins over truckers
Market update for Thursday March 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:Fed Meeting recap: rate cut hopes fadeUber invests $1.25B* in Rivian to launch robotaxisMicron crushes earnings but stock still fallsFive Below jumps, Red Cat drops on earningsMeta shuts down the metaverse (yes, really)
Market update for Wednesday March 18, 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:Preview of today’s Fed meeting and the impact of oil prices Nvidia restarts AI chip sales in China after regulatory approvalJosh D’Amaro takes over as CEO of DisneySwarmer stock explodes up to 700% on IPO debutAmazon tests 1-hour delivery
Market update for Tuesday March 17, 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:Nvidia unveils new chips and expands partnership with UberOpenAI cuts back on “side projects”Delta jumps on strong travel demandEli Lilly falls after analyst downgrade on weight loss marketThe SEC considers ending quarterly earnings reporting
Market update for Monday March 16, 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:• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth• Market movers: Micron jumps on AI memory expansion while Public Storage falls after a $10.5B acquisition deal• Fun Fact: FedEx overtakes UPS in market value for the first time ever
Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences, services, and even hotels to become a full travel platform. He also discusses how global events like the Olympics and FIFA World Cup drive massive demand for hosts and travelers. Stephenson addresses regulatory challenges facing short-term rentals and how Airbnb works with cities around the world. Plus, he shares how AI, new booking tools, and international growth are shaping the next phase of Airbnb.
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