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 inference chips, and why Nvidia might actually be cheap at 22x forward earnings.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.
Market update for Friday February 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: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 bidCoreWeave stock tumbles after light revenue guidance and rising debtBlock cuts nearly 50% of its workforce in the name of AI efficiencyFun Fact: More people are are moving out of the US than moving in
Market update for Thursday February 26, 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 earnings show signs of continued AI growthSalesforce guidance disappoints, hurting consensus on software stocksCelsius earnings shows customer loyalty for energy drinksC3.AI shares plummet amid massive sales declinesKalshi goes after MrBeast employee for insider trading
Market update for Wednesday February 25, 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:Stripe reportedly considers acquiring PayPal after its stock slumpCircle stock surges after crushing earnings and strong USDC growthCava jumps on surprise same-store sales growthLucid slides after a wide earnings miss and continued cash burnApple plans to manufacture Mac Mini in Houston
Market update for Tuesday February 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:A viral AI “doomsday” report spooks investorsMeta strikes a massive $100B+ AI chip deal with AMDHome Depot beats earnings but warns housing demand remains “frozen”BWX Technologies surges as nuclear momentum buildsHims & Hers drops on weak guidance and weight-loss drug lawsuitUber acquires SpotHero, expanding deeper into the transportation ecosystem
Market update for Monday February 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’s slaps 15% tariffs after Supreme Court rulingDOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. dealNovo Nordisk falls further behind Eli Lilly in the GLP-1 obesity drug race as new trial data disappointsDomino’s beats on U.S. sales as value deals win over consumersGilead buys cancer biotech Arcellx for $7.8BFun Fact: Olympic gold medals only have 6g of gold
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 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
Ade Kent
I was just thinking about this in this morning