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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

00:09:17

AMD Lands $100B AI Deal With Meta, Home Depot Signals...

The Rundown ·

2026/02/24

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

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00:09:59

Trump Targets Netflix Amid DOJ Probe; Slaps New 15%...

The Rundown ·

2026/02/23

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

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00:29:16

What the Supreme Court's Decision to Ban Trump's...

The Rundown ·

2026/02/22

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.

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00:10:06

Deep Dive: Is Walmart a Tech Company Now?

The Rundown ·

2026/02/21

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

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00:09:29

Supreme Court Blocks Trump's Tariffs, Nvidia Scraps...

The Rundown ·

2026/02/20

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

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00:09:55

Walmart Issues Soft Guidance, Figma Sees AI Surge

The Rundown ·

2026/02/19

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

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00:09:38

Meta Buys Millions of Nvidia Chips, Uber Invests...

The Rundown ·

2026/02/18

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

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00:09:54

Apple Brings Video to Podcasts, Warner Reopens...

The Rundown ·

2026/02/17

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

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00:29:04

Affirm CEO On Fixing America’s Broken Credit System

The Rundown ·

2026/02/15

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.

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00:10:41

Deep Dive: The Software Selloff Explained

The Rundown ·

2026/02/14

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

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00:09:57

Inflation Cools to 2.4%, Anthropic Hits $380 Billion...

The Rundown ·

2026/02/13

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

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00:09:33

McDonald’s Sales Surge, Kraft Heinz Pauses Split

The Rundown ·

2026/02/12

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

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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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