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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

00:30:15

Firefly Aerospace CEO on the Race to Monetize the Moon

The Rundown ·

2026/04/26

Firefly Aerospace CEO Jason Kim joins The Rundown to break down the business behind the new space race. From a historic commercial moon landing to a $1.4 billion backlog, he explains how Firefly ($FLY) is building a full-stack space company beyond just rockets. The conversation also touches on the real-world stakes, including how space-based data and defense systems are playing a role in tracking missile threats in conflicts like Iran. Plus, why the moon is quickly becoming a commercial asset, from

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00:20:09

Deep Dive: Was Tim Cook Actually Overrated?

The Rundown ·

2026/04/25

In today's deep dive, Zaid takes a look back at Tim Cook's 15-year run as Apple CEO. We break down how Cook transformed Apple from a $350 billion company into a $4 trillion empire, his biggest wins including the services business and stock buyback program, his misses including the Apple Car and Vision Pro, and why Apple is falling behind in AI. We also look at who John Ternus is and why Apple chose him as the next CEO. And Zaid makes the case that despite all the success, Tim Cook might be a little

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00:09:59

Intel Hits All-Time High for First Time in 26 Years,...

The Rundown ·

2026/04/24

Market update for April 24, 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:Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUsNike, Meta, and Microsoft cut jobs as corporate America pushes for more efficiencyMaxLinear jumps on AI data center demand, while Boyd Gaming falls on weaker Las Vegas resultsA U.S

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00:09:59

Tesla’s $25B CapEx Splurge Spooks Investors, Trump...

The Rundown ·

2026/04/23

Market update for Thursday April 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:Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous.Lululemon named former Nike exec Heidi O’Neill as its next CEO as the brand tries to turn around its struggling U.S. business.Texas

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00:09:23

SpaceX Makes Moonshot Bet on Coding, Palantir Inks...

The Rundown ·

2026/04/22

Market update for April 22, 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:Kevin Warsh faces tough questions over Fed independenceSpaceX strikes a $60 billion AI deal with coding startup CursorPalantir signs a $300 million USDA deal to help safeguard the food supplyBoeing shares rise after reporting a smaller-than-expected lossVertiv falls despite strong AI

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00:09:59

Tim Cook Steps Down as Apple CEO, Amazon Expands...

The Rundown ·

2026/04/21

Market update for Tuesday April 21, 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:March retail sales come in stronger than expected as consumers keep spendingTim Cook steps down as Apple CEO, with hardware chief John Ternus set to take overAmazon expands its partnership with Anthropic in a massive new AI infrastructure dealUnitedHealth rallies after a

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00:09:58

Meta to Axe 10% of Staff in First Wave of Layoffs,...

The Rundown ·

2026/04/20

Market update for April 20, 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:The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higherMeta is reportedly preparing another major round of layoffsGoogle is in talks with Marvell to develop new AI chipsTopBuild shares jump after QXO announces a $17 billion

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00:30:57

Swarmer CEO on Building the “Microsoft of Drones”

The Rundown ·

2026/04/19

Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s latest financials, and why software is emerging as the key battleground. Plus, how much of this growth

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00:11:08

Deep Dive: Sizing Up the Oil Shock's Economic Impact

The Rundown ·

2026/04/18

In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation. Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could take for things to return to normal once the Strait of Hormuz fully re-opens

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00:09:59

Iran Reopens Strait of Hormuz, Netflix Tanks After...

The Rundown ·

2026/04/17

Market update for Friday April 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:Iran opens the Strait of Hormuz, oil drops below $90Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving)Google's SpaceX investment could be worth $100 billion.Elon is buying his own Cybertrucks to prop up sales numbersNiSource lands

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00:09:53

TSMC Posts Record Profit, Pepsi’s Snack Business...

The Rundown ·

2026/04/16

Market update for Thursday April 16, 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 hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streakTSMC posts record profits, raises its outlook, and says AI chip demand is still “extremely robust”PepsiCo beats earnings after cutting prices on Doritos, Lay’s, and other

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00:09:56

Meta Expands Chip Deal with Broadcom, Wall Street...

The Rundown ·

2026/04/15

Market update for Wednesday April 15, 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:Big bank traders cash in on volatilityMeta expands its AI chip partnership with BroadcomSnap jumps after cutting 16% of its workforce thanks to AIASML drops despite strong earningsKevin Warsh set to be richest Fed Chair in history

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00:09:56

Amazon Acquires Globalstar to Challenge Starlink, Big...

The Rundown ·

2026/04/14

Market update for April 14, 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:March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecastBig banks kick off earnings season: JPMorgan, Citi, and Wells Fargo reportAmazon acquires Globalstar to take on Starlink in the space internet raceNovo Nordisk partners with OpenAI to accelerate

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00:09:33

U.S. Blockage of Hormuz Sends Oil Higher, Goldman...

The Rundown ·

2026/04/13

Market update for Monday April 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:U.S. begins Strait of Hormuz blockade targeting Iran’s oil exportsGoldman Sachs beats earnings expectations, but shares fall on weakness in fixed income tradingRevolution Medicines stock surges after breakthrough pancreatic cancer drug trial resultsBest Buy drops after

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00:32:34

Why the AI Software Selloff May Be Overblown (Ft....

The Rundown ·

2026/04/12

Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.

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00:10:14

Deep Dive: Why Artemis II Matters for Investors

The Rundown ·

2026/04/11

NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story. In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.

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00:09:41

Anthropic’s Mythos Model Spooks the Fed, March CPI...

The Rundown ·

2026/04/10

Market update for Friday April 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: March CPI jumps 3.3%, the biggest monthly increase since 2022,Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI modelTSMC posts record $35.6 billion in Q1 revenueCoreWeave pops after landing multi-year deal with AnthropicServiceNow gets

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00:09:11

Meta Drops New AI Model, Oil Back Near $100

The Rundown ·

2026/04/09

Market update for Thursday April 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 surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blockedMeta unveils Muse Spark, its first AI model from the new Superintelligence LabEli Lilly's new weight loss pill Foundayo is officially available in the U.S

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00:09:37

Markets Surge After Iran Ceasefire, Apple Hit by...

The Rundown ·

2026/04/08

Market update for Wednesday April 8, 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 surge after a last-minute Iran ceasefire eases global tensionsOil prices plunge as the Strait of Hormuz reopensDelta beats earnings but warns about rising fuel costsApple stock swings on conflicting reports about a foldable iPhone delayLevi Strauss jumps after strong

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00:09:55

Broadcom Jumps on Google AI Deal, Health Insurers...

The Rundown ·

2026/04/07

Market update for Tuesday April 7, 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:Health insurance stocks surged after a better-than-feared Medicare Advantage payment updateBroadcom jumps after signing major AI deals with Google and AnthropicUniversal Music pops after Bill Ackman pitches a takeover dealASML slips on proposed new U.S. chip export restrictions

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687 results

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