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:

Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion Apr 01, 2026

Show notes

Market update for Wednesday April 1, 2026

Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)

In today’s episode:

Nike stock slides after the company warns turnaround will take longer than expected
OpenAI closes $122 billion fundraising round and hits $852 billion valuation
nCino soars after crushing earnings, raising guidance, and showing strong momentum in its AI tools
RH gets hammered after tariffs, weak demand, and a gloomy outlook hit the luxury furniture maker
Public launches AI agent feature that lets investors automate parts of their trading strategy inside the app

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion Mar 31, 2026

Show notes

Market update for Tuesday March 31, 2026

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

In today’s episode:

Delta tapped Amazon’s Leo satellite service for in-flight Wi-Fi
McCormick struck a deal to buy most of Unilever’s food business for $45 billion
Eli Lilly agreed to buy Centessa in a deal worth up to $7.8 billion
Nvidia takes a $2 billion stake in Marvell
Constellation Energy shares fell after investors were left waiting for a major new AI power deal announcement
Allbirds is being sold for just $39 million

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows Mar 30, 2026

Show notes

Market update for Monday March 30, 2026

Interview with Amos Hochstein (Spotify, YouTube)

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

In today’s episode:

The growing problems in private credit, including hidden software exposure
Eli Lilly’s $2.75 billion AI drug deal with Insilico
Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East
Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions
Sony raising prices on the PS5 again….blames it on AI

Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein) Mar 29, 2026

Show notes

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 disruption the world has ever seen.” The conversation dives into the gap between paper and physical oil prices, the impact of a prolonged Strait of Hormuz closure, and what policymakers could have done differently.

Deep Dive: Is Meta Having an Identity Crisis? Mar 28, 2026

Show notes

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.

Netflix Raises Prices (Again), Nasdaq Falls Into Correction Mar 27, 2026

Show notes

Market update for Friday March 27, 2026

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

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 Southwest
Unity Software jumps 13% after raising its Q1 revenue forecast
Bitcoin drops to a two-week low
Fun Fact: Apple is quietly making nearly $1 billion a year from AI apps

Meta Loses Landmark Case in Court, Google’s Breakthrough Tanks Memory Stocks Mar 26, 2026

Show notes

Market update for Thursday, March 26th, 2026

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

In today’s episode:

Oil surges back above $106 as Iran rejects U.S. peace plan, gas prices near $4 a gallon
Meta loses two landmark court cases over child safety and social media addiction
Google's TurboQuant breakthrough sends memory chip stocks tumbling
Olaplex gets acquired by Henkel for $1.4B (a 94% decline from its IPO valuation)
Snapchat under investigation in Europe over child safety failures
The NBA is expanding to Las Vegas and Seattle, and it could cost $10 billion per team