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Episodes from The Rundown
Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)
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 2026.Previous Deep Dives:Sandisk: Spotify, YouTubeSaaspocalypse: Spotify, YouTube
SpaceX Files for IPO, Tesla Delivery Slump Continues
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...
Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion
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 hi...
Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion
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...
Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows
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...
Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)
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 prolonge...
Deep Dive: Is Meta Having an Identity Crisis?
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.
Netflix Raises Prices (Again), Nasdaq Falls Into Correction
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
Meta Loses Landmark Case in Court, Google’s Breakthrough Tanks Memory Stocks
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 va...
Stablecoin Regulation Fears Hit Crypto, OpenAI Ends Sora
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 La...
Claude Gets More Powerful, Nintendo Cuts Switch 2 Production
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 co...
Trump Hits Pause on Iran Strikes, Palantir Becomes AI Backbone for Military
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