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:

Novo Nordisk Sues Hims Over Copycat Drugs, Super Bowl Breaks Betting Record Feb 09, 2026

Show notes

Market update for Monday February 9, 2026

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

In today’s episode:

Stocks rally to end last week, but Wall Street remains skeptical of the bounce
Novo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patents
China urges banks to limit exposure to U.S. Treasuries, rattling bond markets
Super Bowl betting hits a record as prediction markets take share from sportsbooks

Will Amazon, Google, & Uber Withstand the AI Market Backlash? Feb 08, 2026

Show notes

We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co.

Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.

Deep Dive: How Sandisk Became the Hottest Stock in the S&P 500 Feb 07, 2026

Show notes

Sandisk’s stock has gone up over 1,500% in the last 12 months, so what is causing this surge?

In today’s deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competition

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

Amazon’s $200B CapEx Spooks Investors as Bitcoin Melts Down Feb 06, 2026

Show notes

Market update for Friday February 6, 2026

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

In today’s episode:

Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt down
Amazon shares slide after the company unveils a massive $200B AI capex plan
Nvidia delays new gaming chips because of memory shortage
Roblox pops after blowout bookings growth and strong user momentum
Hims slides after warning from FDA and Novo about copycat pill
A look at the business behind the 2026 Winter Olympics kicking off in Italy

Google Crushes Earnings but Tech Stocks Keep Sliding Feb 05, 2026

Show notes

Market update for Thursday February 5, 2026

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

In today’s episode:

Tech stocks slide for a second straight day as market continues to broaden
Google crushes earnings, but massive AI capex plans raise concerns on Wall Street
SpaceX looks to fast-track its way into major stock indexes ahead of a potential IPO
Snap surprises investors with a rare profitable quarter, while Qualcomm sinks on weak guidance
Fun fact: Nintendo brings back the Virtual Boy

Software Stocks Meltdown, Walmart Breaks $1 Trillion Feb 04, 2026

Show notes

Market update for Wednesday February 4, 2026

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

In today’s episode:

Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption
Eli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance
Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it

SpaceX Merges with xAI, Palantir Delivers Blowout Earnings Feb 03, 2026

Show notes

Market update for Tuesday February 3, 2026

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

Cathie Wood Interview (Spotify, YouTube)

In today’s episode:

SpaceX merges with xAI, creating the most valuable private company on Earth
Palantir shares surge after blowout earnings and strong guidance driven by AI demand
Disney officially names Josh D’Amaro as its next CEO, ending a long succession saga

Gold and Silver Crash, Disney Preps for New CEO Feb 02, 2026

Show notes

Market update for Monday February 2, 2026.

Silver Deep Dive: (Spotify)(YouTube)

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

In today’s episode we recap:

Why Gold and silver and bitcoin are crashing
Disney’s earnings beat as the company picks new CEO
Oracle announces plans to raise up to $50B to fund its massive AI data center buildout
Unity rebounds after last week’s AI-driven selloff, while Nvidia slips on OpenAI deal uncertainty
Plus, why the housing market is quietly shifting back in favor of buyers

Cathie Wood On Tesla’s Robotics Bet, Bitcoin vs. Gold, and the AI CapEx Boom Feb 01, 2026

Show notes

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in software, and why productivity gains may accelerate faster than investors expect. Plus, she defends ARK’s bold $1.5 million Bitcoin price target by 2030 and explains why Bitcoin and gold aren’t actually competing assets.

Deep Dive: Why Silver Just Collapsed Jan 31, 2026

Show notes

In today’s weekend deep dive, we’re breaking down the chaos in the silver market.

Silver prices went on a historic run before crashing more than 30% in a single day. So what happened?

We'll breakdown:

Why silver rallied so aggressively in the first place
Silver’s critical role in AI, data centers, solar, and EVs
The tight supply dynamics that make silver uniquely volatile
Why some analysts think we’re entering a commodities supercycle
How Trump’s pick for the next Fed Chair helped trigger Friday’s crash
The bull case vs. the bear case moving forward
Whether this was a healthy reset or the popping of a bubble
And finally, Zaid shares his take on silver, commodities, and whether this crash could be a buying opportunity

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