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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

00:09:57

OpenAI’s IPO Timing in Question, Jamie Dimon Warns of...

The Rundown ·

2026/04/06

Market update for Monday, April 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:Strong jobs report shows the U.S. economy is still holding up Jamie Dimon warns inflation could rise again and flags risks in private credit and global marketsOpenAI faces internal tension over IPO timing as spending surges and competition with Anthropic heats upNetflix gets

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00:29:43

CAVA CEO On Its Growth Playbook: Smaller Price Hikes,...

The Rundown ·

2026/04/06

Since its 2023 IPO, Cava stock has surged roughly 3x. This year, $CAVA is outpacing fast-casual restaurant peers like Chipotle ($CMG) and Sweetgreen ($SG). What's driving that success? CEO and Co-Founder Brett Schulman joins The Rundown to break down how new market expansion and a disciplined pricing strategy helped scale the company from a single restaurant to a $1 billion business. Schulman and Zaid also discuss how CAVA is navigating today’s affordability backdrop, and what’s driving demand

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00:14:51

Deep Dive: The Q1 Report Card (Winners, Losers &...

The Rundown ·

2026/04/04

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:

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00:09:33

SpaceX Files for IPO, Tesla Delivery Slump Continues

The Rundown ·

2026/04/02

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

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00:09:58

Nike Stock Slides on Weak Outlook, OpenAI Raises $122...

The Rundown ·

2026/04/01

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

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00:10:00

Delta Taps Amazon for Wi-Fi, McCormick Buys...

The Rundown ·

2026/03/31

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

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00:09:57

Eli Lilly Bets Billions on AI Drugs From China,...

The Rundown ·

2026/03/30

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

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00:29:31

Is the Market Misreading the Biggest Energy Shock In...

The Rundown ·

2026/03/29

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

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00:17:28

Deep Dive: Is Meta Having an Identity Crisis?

The Rundown ·

2026/03/28

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.

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00:09:45

Netflix Raises Prices (Again), Nasdaq Falls Into...

The Rundown ·

2026/03/27

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

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00:09:46

Meta Loses Landmark Case in Court, Google’s...

The Rundown ·

2026/03/26

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

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00:09:55

Stablecoin Regulation Fears Hit Crypto, OpenAI Ends Sora

The Rundown ·

2026/03/25

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

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00:09:56

Claude Gets More Powerful, Nintendo Cuts Switch 2...

The Rundown ·

2026/03/24

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

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00:09:52

Trump Hits Pause on Iran Strikes, Palantir Becomes AI...

The Rundown ·

2026/03/23

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

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00:25:16

Circle CFO On Why Stablecoin Growth Is Defying the...

The Rundown ·

2026/03/22

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

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00:15:17

Deep Dive: Agentic AI and the Next Phase of the AI Boom

The Rundown ·

2026/03/21

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.

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00:09:59

Amazon Working on AI Smartphone, Super Micro Founder...

The Rundown ·

2026/03/20

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

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00:09:58

Uber Invests $1.25B in Rivian, Micron Delivers...

The Rundown ·

2026/03/19

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)

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00:10:00

Nvidia Is Back in China, This Drone Stock Just...

The Rundown ·

2026/03/18

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

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00:09:58

OpenAI Changes Strategy, Nvidia Predicts $1 Trillion...

The Rundown ·

2026/03/17

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

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