The Rundown

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**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.

Latest Episodes:

SpaceX Makes Moonshot Bet on Coding, Palantir Inks $300M Contract with USDA Apr 22, 2026

Show notes

Market update for April 22, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

Kevin Warsh faces tough questions over Fed independence
SpaceX strikes a $60 billion AI deal with coding startup Cursor
Palantir signs a $300 million USDA deal to help safeguard the food supply
Boeing shares rise after reporting a smaller-than-expected loss
Vertiv falls despite strong AI data center demand
Average tax refunds are up more than 11% this season

Tim Cook Steps Down as Apple CEO, Amazon Expands Anthropic Partnership Apr 21, 2026

Show notes

Market update for Tuesday April 21, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

March retail sales come in stronger than expected as consumers keep spending
Tim Cook steps down as Apple CEO, with hardware chief John Ternus set to take over
Amazon expands its partnership with Anthropic in a massive new AI infrastructure deal
UnitedHealth rallies after a strong earnings report and improved medical cost trends
Alaska Air drops after suspending guidance due to soaring jet fuel costs
Plus, why older Americans now own a growing share of the U.S. stock market

Meta to Axe 10% of Staff in First Wave of Layoffs, Google Partners with Marvell for Two AI Chips Apr 20, 2026

Show notes

Market update for April 20, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higher
Meta is reportedly preparing another major round of layoffs
Google is in talks with Marvell to develop new AI chips
TopBuild shares jump after QXO announces a $17 billion acquisition deal
AST SpaceMobile drops after Blue Origin places one of its satellites in the wrong orbit
Inspire Brands, may be heading back to the public markets with a potential $2 billion IPO

Swarmer CEO on Building the “Microsoft of Drones” Apr 19, 2026

Show notes

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 depends on active conflicts and what investors should be watching next.

Deep Dive: Sizing Up the Oil Shock's Economic Impact Apr 18, 2026

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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

Iran Reopens Strait of Hormuz, Netflix Tanks After Reed Hastings Steps Down Apr 17, 2026

Show notes

Market update for Friday April 17, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

Iran opens the Strait of Hormuz, oil drops below $90
Netflix 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 numbers
NiSource lands energy deals with Google and Amazon for AI data centers
Alcoa misses on earnings
NBA ratings hit a 7-year high

TSMC Posts Record Profit, Pepsi’s Snack Business Bounces Back Apr 16, 2026

Show notes

Market update for Thursday April 16, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streak

TSMC 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 snacks to win back shoppers

Hims stock jumps after RFK Jr. signals looser peptide regulations

Live Nation drops after a major antitrust court loss that could put Ticketmaster’s future in question

Allbirds is trying to pivot from selling wool sneakers to becoming an AI infrastructure company

Meta Expands Chip Deal with Broadcom, Wall Street Traders Cash In on Volatility Apr 15, 2026

Show notes

Market update for Wednesday April 15, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

Big bank traders cash in on volatility
Meta expands its AI chip partnership with Broadcom
Snap jumps after cutting 16% of its workforce thanks to AI
ASML drops despite strong earnings
Kevin Warsh set to be richest Fed Chair in history

Amazon Acquires Globalstar to Challenge Starlink, Big Banks Kick Off Earnings Season Apr 14, 2026

Show notes

Market update for April 14, 2026.

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecast
Big banks kick off earnings season: JPMorgan, Citi, and Wells Fargo report
Amazon acquires Globalstar to take on Starlink in the space internet race
Novo Nordisk partners with OpenAI to accelerate drug discovery
CarMax stock drops after another weak quarter
Meta expected to pass Google as the world's largest digital advertising company

U.S. Blockage of Hormuz Sends Oil Higher, Goldman Delivers Strong Earnings Apr 13, 2026

Show notes

Market update for Monday April 13, 2026

Check out the Public app for incredible investing tools and to support the show (LINK)

In today’s episode:

U.S. begins Strait of Hormuz blockade targeting Iran’s oil exports
Goldman Sachs beats earnings expectations, but shares fall on weakness in fixed income trading
Revolution Medicines stock surges after breakthrough pancreatic cancer drug trial results
Best Buy drops after downgrade tied to rising PC prices and weaker demand outlook
McDonald’s enters the energy drink market

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