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:

Supreme Court Blocks Trump's Tariffs, Nvidia Scraps $100B OpenAI Investment Feb 20, 2026

Show notes

Market update for Friday February 20, 2026

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

In today’s episode:

Supreme Court rules against Trump's tariffs
Nvidia lowers OpenAI investment to $30B
Blue Owl flashes warnings signs for private credit industry
Opendoor points to profitability by year-end
Newmont's gold production slows amid gold surge
2025 was the best year for hedge funds since 2009

Walmart Issues Soft Guidance, Figma Sees AI Surge Feb 19, 2026

Show notes

Market update for Thursday February 19, 2026

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

In today’s episode:

Bitcoin drops near 2026 lows as crypto enthusiasm fades
Walmart beats on earnings but issues cautious guidance
Figma revenue jump 40% as AI monetization accelerates
Etsy sells Depop to eBay for $1.2B
Carvana stock slides after earnings miss
Amazon surpasses Walmart in annual revenue

Meta Buys Millions of Nvidia Chips, Uber Invests $100M in Robotaxi Infrastructure Feb 18, 2026

Show notes

Market update for Wednesday February 18, 2026

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

In today’s episode, Zaid covers:

Berkshire Hathaway slashes Amazon stake, trims Apple
Gold and silver pull back after recent run
Meta strikes multiyear deal to buy millions of Nvidia AI chips
Uber invests $100M in autonomous vehicle charging hubs
Caesars jumps on Vegas rebound
Sandisk falls after Western Digital announces $3.1B share sale
Record CEO turnover hits Corporate America, and leaders are getting younger

Apple Brings Video to Podcasts, Warner Reopens Paramount Talks Feb 17, 2026

Show notes

Market update for Tuesday February 17, 2026

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

Software Selloff Deep Dive: Spotify, YouTube

In today’s episode:

Apple brings video to Podcasts, taking on YouTube and Spotify
Warner Bros. reopens talks with Paramount after a sweetened bid
Activist Elliott takes a 10% stake in Norwegian Cruise Line
General Mills cuts its outlook as consumer spending weakens
Logan Paul sells a Pokémon card for $16.5 million

Affirm CEO On Fixing America’s Broken Credit System Feb 15, 2026

Show notes

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.

Deep Dive: The Software Selloff Explained Feb 14, 2026

Show notes

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.

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

Inflation Cools to 2.4%, Anthropic Hits $380 Billion Valuation Feb 13, 2026

Show notes

Market update for Friday February 13, 2026

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

In today’s episode:

January CPI cools to 2.4%
Airbnb beats on revenue but sees profits dip
Anthropic raises $30B at a $380B valuation
Rivian jumps on strong 2026 production guidance
DraftKings tumbles after weak 2026 revenue outlook
Fun Fact: Waymo is paying gig workers to close robotaxi doors

McDonald’s Sales Surge, Kraft Heinz Pauses Split Feb 12, 2026

Show notes

Market update for Thursday February 12, 2026

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

In today’s episode:

AI disruption concerns continue to pressure financial and software stocks
McDonald’s U.S. same-store sales jump 6.8%
Kraft Heinz pauses its planned breakup and commits $600M to revive growth
Viking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trials
Cisco beats earnings but falls on margin pressure and cautious AI guidance
Fun Fact: Americans are spending more of the workday sitting

Jobs Report Blow Past Forecasts, Ford Hit With $900M Tariff Shock Feb 11, 2026

Show notes

Market update for Wednesday February 11, 2026

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

In today’s episode:

AI disruption fears spread from software to financial stocks
U.S. adds 130,000 jobs in January, unemployment falls to 4.3%
Ford reports an $11.1B quarterly loss after a surprise $900M tariff hit
Activist investor takes $200M stake in WBD, pushes board to reconsider $72B Netflix deal
Beta Technologies jumps after Amazon stake disclosure
Lyft plunges on revenue miss, despite $1B buyback
New poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain

Spotify Sets Growth Record, TSMC Signals AI Demand Is Real Feb 10, 2026

Show notes

Market update for Tuesday February 10, 2026

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

In today’s episode:

Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026
Spotify 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 relief
AppLovin shares jump after a short seller retracts key allegations tied to a major shareholder
Coca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spending
Fun fact: MrBeast is getting into the banking business

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