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PODCAST

The Rundown

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.

business investing

All Episodes

00:09:59

Jobs Report Blow Past Forecasts, Ford Hit With $900M...

The Rundown ·

2026/02/11

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

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00:09:57

Spotify Sets Growth Record, TSMC Signals AI Demand Is...

The Rundown ·

2026/02/10

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

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00:10:00

Novo Nordisk Sues Hims Over Copycat Drugs, Super Bowl...

The Rundown ·

2026/02/09

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

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00:27:38

Will Amazon, Google, & Uber Withstand the AI Market...

The Rundown ·

2026/02/08

We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co. Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.

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00:09:11

Deep Dive: How Sandisk Became the Hottest Stock in...

The Rundown ·

2026/02/07

Sandisk’s stock has gone up over 1,500% in the last 12 months, so what is causing this surge?In today’s deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competitionFollow us on Instagram (@TheRundownDaily) for bonus content and instant

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00:09:56

Amazon’s $200B CapEx Spooks Investors as Bitcoin...

The Rundown ·

2026/02/06

Market update for Friday February 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:Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt downAmazon shares slide after the company unveils a massive $200B AI capex planNvidia delays new gaming chips because of memory shortageRoblox pops after blowout bookings growth and strong user

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00:09:57

Google Crushes Earnings but Tech Stocks Keep Sliding

The Rundown ·

2026/02/05

Market update for Thursday February 5, 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:Tech stocks slide for a second straight day as market continues to broadenGoogle crushes earnings, but massive AI capex plans raise concerns on Wall StreetSpaceX looks to fast-track its way into major stock indexes ahead of a potential IPOSnap surprises investors with a

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00:09:49

Software Stocks Meltdown, Walmart Breaks $1 Trillion

The Rundown ·

2026/02/04

Market update for Wednesday February 4, 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:Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruptionEli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance Walmart joins the exclusive $1 trillion market cap

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00:09:58

SpaceX Merges with xAI, Palantir Delivers Blowout...

The Rundown ·

2026/02/03

Market update for Tuesday February 3, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Cathie Wood Interview (Spotify, YouTube)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:SpaceX merges with xAI, creating the most valuable private company on EarthPalantir shares surge after blowout earnings and strong guidance driven by AI demandDisney officially names Josh D’Amaro as its next CEO, ending a long

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00:09:58

Gold and Silver Crash, Disney Preps for New CEO

The Rundown ·

2026/02/02

Market update for Monday February 2, 2026.Silver Deep Dive: (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 we recap:Why Gold and silver and bitcoin are crashingDisney’s earnings beat as the company picks new CEOOracle announces plans to raise up to $50B to fund its massive AI data center buildoutUnity rebounds after last week’s AI-driven

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00:29:59

Cathie Wood On Tesla’s Robotics Bet, Bitcoin vs....

The Rundown ·

2026/02/01

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in software, and why productivity gains may accelerate faster than investors expect. Plus, she defends

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00:10:39

Deep Dive: Why Silver Just Collapsed

The Rundown ·

2026/01/31

In today’s weekend deep dive, we’re breaking down the chaos in the silver market.Silver prices went on a historic run before crashing more than 30% in a single day. So what happened?We'll breakdown:Why silver rallied so aggressively in the first placeSilver’s critical role in AI, data centers, solar, and EVsThe tight supply dynamics that make silver uniquely volatileWhy some analysts think we’re entering a commodities supercycleHow Trump’s pick for the next Fed Chair helped trigger Friday’s

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00:09:59

Apple Post Strong iPhone Sales, Trump Picks Warsh as...

The Rundown ·

2026/01/30

Market update for Friday January 30, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold and silver pull back Trump picks Kevin Warsh to be next Chairman of the Federal ReserveApple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressureOpenAI planning for Q4 IPOSandisk surges on booming AI-driven memory demand while KLA slides on supply constraintsElon considers potential SpaceX merger

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00:09:59

Meta Pops, Microsoft Slides, Tesla Bets Big on Robots

The Rundown ·

2026/01/29

Market update for Thursday January 29, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:The Fed holds rates steady as Powell offers little new guidanceGold and silver rip to record highs after the Fed meetingTesla beats earnings but makes a massive pivot toward AI and humanoid robotsMicrosoft sells off despite strong results as AI spending and cloud growth raise concernsMeta surges on earnings as its ad business powers aggressive AI

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00:09:59

ASML Signals More AI Spending, Amazon Cuts 16,000 Jobs

The Rundown ·

2026/01/28

Market update for Wednesday January 28, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:US Dollar continues to slideASML delivers record orders, signaling that AI infrastructure spending is still acceleratingChina approves sales of Nvidia’s H200 chips to major tech firmsAmazon announces 16,000 corporate layoffsStarbucks shares jump after traffic grows for the first time in two yearsCorning slips on guidance despite landing a massive $6B AI

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00:09:59

Trump’s Medicare Proposal Tanks Health Insurance...

The Rundown ·

2026/01/27

Market update for Tuesday January 27, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold hits record levels while the dollar slides and Bitcoin falls behindHealth insurers sink after the Trump administration signals tighter Medicare Advantage paymentsGM shares jump as the automaker leans into gas-powered trucks and boosts buybacksMicron rallies on a $24B chip investment while Boeing slides despite solid earningsMichael Burry says he’s

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00:09:57

Nvidia Invests $2B in CoreWeave, OpenAI Ramps Up...

The Rundown ·

2026/01/26

Market update for January 26, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold and silver surge as money flows into hard assetsNvidia invests another $2B into CoreWeave to accelerate AI data center expansionOpenAI ramps up efforts to win enterprise customers and take share from AnthropicUSA Rare Earth rallies after US Government takes 10% stake

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00:27:38

Can You Govern the Economy Like a Reality TV Show?...

The Rundown ·

2026/01/25

Kyla Scanlon, Author of "In This Economy?” joins The Rundown to unpack why markets and the global economy increasingly feel like a reality TV show. We break down the end of the “Great Moderation,” the bond market’s new role as a check on political power, and why uncertainty may be the defining economic force of the next decade. Kyla and Zaid dive into Japan’s fragile bond market, the unraveling of the yen carry trade, and how global capital flows could push borrowing costs higher in the U.S

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00:10:15

Deep Dive: What Rocket Lab Actually Does (And Why...

The Rundown ·

2026/01/24

Rocket Lab is often labeled the “other SpaceX” — but that misses what actually makes the company interesting. In this weekend deep dive, we break down what Rocket Lab really does, from its Electron rocket to its fast-growing satellite manufacturing business. We dig into CEO Peter Beck’s origin story, the company’s vertically integrated model, and why its upcoming Neutron rocket could be a game-changer. Plus, the bull and bear case on Rocket Lab’s stock as space spending, defense contracts, and

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00:10:00

Intel Fumbles the AI Boom, TikTok Finalizes US Deal

The Rundown ·

2026/01/23

Market update for January 23, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Global investors quietly diversify away from U.S. assets, fueling gains in gold and emerging marketsIntel shares slide after the chipmaker admits it can’t keep up with surging AI data-center demandTikTok finalizes a deal to stay in the U.S., reshaping ownership but keeping its algorithm in placeNatural gas prices surge as a major winter storm threatens nearly half

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