The Rundown

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. 
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.

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Market update for Friday February 13, 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:
January CPI cools to 2.4% 
Airbnb beats on revenue but sees profits dip
Anthropic raises $30B at a $380B valuation
Rivian jumps on strong 2026 production guidance
DraftKings tumbles after weak 2026 revenue outlook
Fun Fact: Waymo is paying gig workers to close robotaxi doors

Market update for Thursday February 12, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode:
AI disruption concerns continue to pressure financial and software stocks
McDonald’s U.S. same-store sales jump 6.8%
Kraft Heinz pauses its planned breakup and commits $600M to revive growth
Viking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trials
Cisco beats earnings but falls on margin pressure and cautious AI guidance
Fun Fact: Americans are spending more of the workday sitting

Market update for Wednesday February 11, 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:
AI disruption fears spread from software to financial stocks

U.S. adds 130,000 jobs in January, unemployment falls to 4.3%

Ford reports an $11.1B quarterly loss after a surprise $900M tariff hit

Activist investor takes $200M stake in WBD,  pushes board to reconsider $72B Netflix deal

Beta Technologies jumps after Amazon stake disclosure

Lyft plunges on revenue miss, despite $1B buyback

New poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain

Market update for Tuesday February 10, 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:
Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026

Spotify delivers blowout earnings, setting a record for user growth 

TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff relief

AppLovin shares jump after a short seller retracts key allegations tied to a major shareholder

Coca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spending

Fun fact: MrBeast is getting into the banking business