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:

Anthropic Blacklisted by Pentagon, Oil Surges from Iran Conflict Mar 02, 2026

Show notes

Market update for Monday March 2, 2026

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

In today’s episode:

Oil surges 8% after U.S.–Iran conflict escalates and shipping through the Strait of Hormuz faces disruption
Anthropic blacklisted by the Pentagon after refusing expanded AI use in military operations
OpenAI raises a record $110 billion at a $730B valuation backed by Amazon, Nvidia, and SoftBank
Defense stocks soar
Berkshire Hathaway falls
Fun Fact: Red Bull sells 14 billion cans and still dominates the energy drink market

Tariffs on Trial: Trump's New Trade Policy After the Supreme Court Ban Mar 01, 2026

Show notes

Federal tax policy expert Erica York unpacks the Supreme Court ruling against Donald Trump’s tariffs. York breaks down what the decision means for the current landscape of U.S. tariffs, how it reshapes executive authority over trade policy, and what could come next for Trump’s proposed new tariff initiatives.

Deep Dive: Is Nvidia Undervalued? Feb 28, 2026

Show notes

Nvidia just posted another monster quarter, so why did the stock drop nearly 10% after earnings?

In this deep dive, Zaid breaks down Nvidia’s blowout results, the growing fears of an AI bubble, Michael Burry’s warning about massive purchase commitments, and the real risk that hyperscalers could slow their spending.

Then we flip to the bull case: agentic AI, a potential China comeback, new inference chips, and why Nvidia might actually be cheap at 22x forward earnings.

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

Netflix Walks Away From Warner Deal, Block Cuts Half Its Staff for “AI” Feb 27, 2026

Show notes

Market update for Friday February 27, 2026

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

In today’s episode:

January PPI comes in hot, core wholesale prices jump 0.8%
Netflix walks away from its Warner Bros. Discovery deal after Paramount’s $31/share bid
CoreWeave stock tumbles after light revenue guidance and rising debt
Block cuts nearly 50% of its workforce in the name of AI efficiency
Fun Fact: More people are are moving out of the US than moving in

Nvidia Shares Drop Despite Blowout Earnings, Salesforce Sends Mixed Signals Feb 26, 2026

Show notes

Market update for Thursday February 26, 2026

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

In today’s episode:

Nvidia earnings show signs of continued AI growth
Salesforce guidance disappoints, hurting consensus on software stocks
Celsius earnings shows customer loyalty for energy drinks
C3.AI shares plummet amid massive sales declines
Kalshi goes after MrBeast employee for insider trading

PayPal Draws Takeover Interest, Circle Surges on Earnings Feb 25, 2026

Show notes

Market update for Wednesday February 25, 2026

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

In today’s episode:

Stripe reportedly considers acquiring PayPal after its stock slump
Circle stock surges after crushing earnings and strong USDC growth
Cava jumps on surprise same-store sales growth
Lucid slides after a wide earnings miss and continued cash burn
Apple plans to manufacture Mac Mini in Houston

AMD Lands $100B AI Deal With Meta, Home Depot Signals Frozen Housing Market Feb 24, 2026

Show notes

Market update for Tuesday February 24, 2026

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

In today’s episode:

A viral AI “doomsday” report spooks investors
Meta strikes a massive $100B+ AI chip deal with AMD
Home Depot beats earnings but warns housing demand remains “frozen”
BWX Technologies surges as nuclear momentum builds
Hims & Hers drops on weak guidance and weight-loss drug lawsuit
Uber acquires SpotHero, expanding deeper into the transportation ecosystem

Trump Targets Netflix Amid DOJ Probe; Slaps New 15% Tariffs Feb 23, 2026

Show notes

Market update for Monday February 23, 2026

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

In today’s episode:

Trump’s slaps 15% tariffs after Supreme Court ruling
DOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. deal
Novo Nordisk falls further behind Eli Lilly in the GLP-1 obesity drug race as new trial data disappoints
Domino’s beats on U.S. sales as value deals win over consumers
Gilead buys cancer biotech Arcellx for $7.8B
Fun Fact: Olympic gold medals only have 6g of gold

What the Supreme Court's Decision to Ban Trump's Tariffs Means for Stocks Feb 22, 2026

Show notes

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.

Deep Dive: Is Walmart a Tech Company Now? Feb 21, 2026

Show notes

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

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 a new CEO stepping in, is this transformation sustainable?

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