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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Trump Hits Pause on Iran Strikes, Palantir Becomes AI Backbone for Military
<p>Market update for Monday March 23, 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>Trump delays Iran strikes, markets rally on de-escalation hopes</p><p>Palantir becomes a core AI system for the U.S. military</p><p>DraftKings jumps as lawmakers target prediction market betting</p><p>Fun Fact: “Project Hail Mary” becomes Amazon’s biggest movie debut ever</p><p><br></p>
Circle CFO On Why Stablecoin Growth Is Defying the Crypto Bear Market
<p>Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and ex...
Deep Dive: Why Agentic AI is the Next Phase of the AI Boom
<p>In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech. </p><p>We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.</p><p><br /></p>
Amazon Working on AI Smartphone, Super Micro Founder Charged for Smuggling Nvidia Chips
<p>Market update for Friday March 20, 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>FedEx earnings signal economy still holding up</p><p>Amazon working on AI-powered smartphone comeback</p><p>Super Micro stock plunges after smuggling charges</p><p>Firefly Aerospace surges on strong growth</p><p>Tesla Semi wins over truckers</p>
Uber Invests $1.25B in Rivian, Micron Delivers Blowout Earnings
<p>Market update for Thursday March 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><p>Fed Meeting recap: rate cut hopes fade</p><p>Uber invests $1.25B* in Rivian to launch robotaxis</p><p>Micron crushes earnings but stock still falls</p><p>Five Below jumps, Red Cat drops on earnings</p><p>Meta shuts down the metaverse (yes, really)</p>
Nvidia Is Back in China, This Drone Stock Just Exploded 700%
<p>Market update for Wednesday March 18, 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>Preview of today’s Fed meeting and the impact of oil prices Nvidia restarts AI chip sales in China after regulatory approvalJosh D’Amaro takes over as CEO of DisneySwarmer stock explodes up to 700% on IPO debutAmazon tests 1-hour delivery <p><br></p>
OpenAI Changes Strategy, Nvidia Predicts $1 Trillion in AI Revenue
<p>Market update for Tuesday March 17, 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>Nvidia unveils new chips and expands partnership with UberOpenAI cuts back on “side projects”Delta jumps on strong travel demandEli Lilly falls after analyst downgrade on weight loss marketThe SEC considers ending quarterly earnings reporting<p><br></p>
Meta Signs $27B Deal with Nebius, Peloton Enters the Gym Business
<p><br />Market update for Monday March 16, 2026<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>• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model</p><p>• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth</p><p>• Market movers: Micron jumps on AI memory expansio...
Airbnb Executive On Hotel Expansion, AI, and the Next Phase of Growth
<p>Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences, services, and even hotels to become a full travel platform. He also discusses how global events like the Olympics and FIFA World Cup drive massive demand for hosts and travelers. Stephenson addresses regulatory challenges facing short-term rentals and how Airbnb works with cities around the world. Plus, he shares how AI, new booking tools, and international growth are shaping the next phase of Airbnb.</p>
Deep Dive: Can Hims Survive the GLP-1 Crackdown?
<p>In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a legal fight with Novo Nordisk. He also dives into the bull case, the bear case, and whether Hims can actually build a lasting digital healthcare business from here.</p>
