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.
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Walmart Issues Soft Guidance, Figma Sees AI Surge
<p>Market update for Thursday February 19, 2026</p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p>In today’s episode:</p>Bitcoin drops near 2026 lows as crypto enthusiasm fadesWalmart beats on earnings but issues cautious guidanceFigma revenue jump 40% as AI monetization acceleratesEtsy sells Depop to eBay for $1.2BCarvana stock slides after earnings missAmazon surpasses Walmart in annual revenue
Meta Buys Millions of Nvidia Chips, Uber Invests $100M in Robotaxi Infrastructure
<p>Market update for Wednesday February 18, 2026 </p><p><br></p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p><br></p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p><br></p><p>In today’s episode, Zaid covers:</p>Berkshire Hathaway slashes Amazon stake, trims AppleGold and silver pull back after recent runMeta strikes multiyear deal to buy millions of Nvidia AI chipsUber invests $100M in autonomous vehicle charging hubsCaesars jumps on Vegas reboundSandisk falls after Western Digital announces $3.1B share saleRecord CEO turnover hits Cor...
Apple Brings Video to Podcasts, Warner Reopens Paramount Talks
<p>Market update for Tuesday February 17, 2026</p><p><br></p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p><br></p><p>Software Selloff Deep Dive: Spotify, YouTube</p><p><br></p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p><br></p><p>In today’s episode:</p>Apple brings video to Podcasts, taking on YouTube and SpotifyWarner Bros. reopens talks with Paramount after a sweetened bidActivist Elliott takes a 10% stake in Norwegian Cruise LineGeneral Mills cuts its outlook as consumer spending weakensLogan Paul sells a...
Affirm CEO On Fixing America’s Broken Credit System
<p>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.</p>
Deep Dive: The Software Selloff Explained
<p>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. </p><p>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.</p><p><br></p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p><br></p><p>C...
Inflation Cools to 2.4%, Anthropic Hits $380 Billion Valuation
<p>Market update for Friday February 13, 2026</p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p>In today’s episode:</p>January CPI cools to 2.4% Airbnb beats on revenue but sees profits dipAnthropic raises $30B at a $380B valuationRivian jumps on strong 2026 production guidanceDraftKings tumbles after weak 2026 revenue outlookFun Fact: Waymo is paying gig workers to close robotaxi doors
McDonald’s Sales Surge, Kraft Heinz Pauses Split
<p>Market update for Thursday February 12, 2026</p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p>In today’s episode:</p>AI disruption concerns continue to pressure financial and software stocksMcDonald’s U.S. same-store sales jump 6.8%Kraft Heinz pauses its planned breakup and commits $600M to revive growthViking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trialsCisco beats earnings but falls on margin pressure and cautious AI guidanceFun Fact: Americans are spending more of the...
Jobs Report Blow Past Forecasts, Ford Hit With $900M Tariff Shock
<p>Market update for Wednesday February 11, 2026</p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p>In today’s episode:</p><p>AI disruption fears spread from software to financial stocks</p><p>U.S. adds 130,000 jobs in January, unemployment falls to 4.3%</p><p>Ford reports an $11.1B quarterly loss after a surprise $900M tariff hit</p><p>Activist investor takes $200M stake in WBD, pushes board to reconsider $72B Netflix deal</p><p>Beta Technologies jumps after Ama...
Spotify Sets Growth Record, TSMC Signals AI Demand Is Real
<p>Market update for Tuesday February 10, 2026</p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p>In today’s episode:</p><p>Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026</p><p>Spotify delivers blowout earnings, setting a record for user growth </p><p>TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff relief</p><p>AppLovin shares jump after a short seller retracts key...
Novo Nordisk Sues Hims Over Copycat Drugs, Super Bowl Breaks Betting Record
<p>Market update for Monday February 9, 2026</p><p><br></p><p>Check out the Public app for incredible investing tools and to support the show (LINK)</p><p><br></p><p>Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.</p><p><br></p><p>In today’s episode:</p><p>Stocks rally to end last week, but Wall Street remains skeptical of the bounce</p><p>Novo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patents</p><p>China urges banks to limit exposure to U.S. Treasuries, rattling bond markets</p><p>Super Bowl be...
