The Rundown

Market update for Monday February 23, 2026
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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

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.

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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?

Market update for Friday February 20, 2026
Check out the Public app for incredible investing tools and to support the show (⁠LINK⁠)
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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

Market update for Thursday February 19, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
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