The Rundown

Market update for Wednesday April 1, 2026
Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)
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In today’s episode:
Nike stock slides after the company warns turnaround will take longer than expected

OpenAI closes $122 billion fundraising round and hits $852 billion valuation

nCino soars after crushing earnings, raising guidance, and showing strong momentum in its AI tools

RH gets hammered after tariffs, weak demand, and a gloomy outlook hit the luxury furniture maker

Public launches AI agent feature that lets investors automate parts of their trading strategy inside the app

Market update for Tuesday March 31, 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:
Delta tapped Amazon’s Leo satellite service for in-flight Wi-Fi

McCormick struck a deal to buy most of Unilever’s food business for $45 billion

Eli Lilly agreed to buy Centessa in a deal worth up to $7.8 billion

Nvidia takes a $2 billion stake in Marvell

Constellation Energy shares fell after investors were left waiting for a major new AI power deal announcement

Allbirds is being sold for just $39 million

Market update for Monday March 30, 2026
Interview with Amos Hochstein (Spotify, YouTube)
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:
The growing problems in private credit, including hidden software exposure

Eli Lilly’s $2.75 billion AI drug deal with Insilico

Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East

Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions

Sony raising prices on the PS5 again….blames it on AI

Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical tensions. Drawing on firsthand experience in high-stakes diplomacy, including as a key negotiator in talks involving Hezbollah, he explains how backchannel negotiations actually work and why today’s market may be dangerously misreading the situation. He argues that what we’re seeing is “the worst energy disruption the world has ever seen.” The conversation dives into the gap between paper and physical oil prices, the impact of a prolonged Strait of Hormuz closure, and what policymakers could have done differently.

In this deep dive, Zaid checks in on Meta and asks the big question: is the company having an identity crisis? We break down Meta’s shift away from the metaverse, its massive AI spending spree, the recent layoffs, the legal trouble piling up, and the bull and bear case for the stock moving forward.