Market update for Tuesday March 3, 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:

• Oil and gas jumps from Strait of Hormuz disruption
• Target forecasts sales growth for the first time in three years
• Best Buy beats on profits despite soft holiday sales
• Apple kicks off a major product wave this week
• Pinterest pops after a $1B investment from activist Elliott Management

On Holding tumbles on slower 2026 growth outlook

Fun Fact: 40% of Americans didn’t read a single book last year

Market update for Monday March 2, 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:

• Oil surges 8% after U.S.–Iran conflict escalates and shipping through the Strait of Hormuz faces disruption

• Anthropic blacklisted by the Pentagon after refusing expanded AI use in military operations

• OpenAI raises a record $110 billion at a $730B valuation backed by Amazon, Nvidia, and SoftBank

• Defense stocks soar 

• Berkshire Hathaway falls

• Fun Fact: Red Bull sells 14 billion cans and still dominates the energy drink market

Federal tax policy expert Erica York unpacks the Supreme Court ruling against Donald Trump’s tariffs. York breaks down what the decision means for the current landscape of U.S. tariffs, how it reshapes executive authority over trade policy, and what could come next for Trump’s proposed new tariff initiatives.

Nvidia just posted another monster quarter, so why did the stock drop nearly 10% after earnings?

In this deep dive, Zaid breaks down Nvidia’s blowout results, the growing fears of an AI bubble, Michael Burry’s warning about massive purchase commitments, and the real risk that hyperscalers could slow their spending.

Then we flip to the bull case: agentic AI, a potential China comeback, new inference chips, and why Nvidia might actually be cheap at 22x forward earnings.

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.

Market update for Friday February 27, 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 PPI comes in hot, core wholesale prices jump 0.8%
• Netflix walks away from its Warner Bros. Discovery deal after Paramount’s $31/share bid
• CoreWeave stock tumbles after light revenue guidance and rising debt
• Block cuts nearly 50% of its workforce in the name of AI efficiency
• Fun Fact: More people are are moving out of the US than moving in

Market update for Thursday February 26, 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:

• Nvidia earnings show signs of continued AI growth
• Salesforce guidance disappoints, hurting consensus on software stocks
• Celsius earnings shows customer loyalty for energy drinks
• C3.AI shares plummet amid massive sales declines
• Kalshi goes after MrBeast employee for insider trading

Market update for Wednesday February 25, 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:

• Stripe reportedly considers acquiring PayPal after its stock slump
• Circle stock surges after crushing earnings and strong USDC growth
• Cava jumps on surprise same-store sales growth
• Lucid slides after a wide earnings miss and continued cash burn
• Apple plans to manufacture Mac Mini in Houston

Market update for Tuesday February 24, 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:

• A viral AI “doomsday” report spooks investors
• Meta strikes a massive $100B+ AI chip deal with AMD
• Home Depot beats earnings but warns housing demand remains “frozen”
• BWX Technologies surges as nuclear momentum builds
• Hims & Hers drops on weak guidance and weight-loss drug lawsuit
• Uber acquires SpotHero, expanding deeper into the transportation ecosystem

Market update for Monday February 23, 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:

• 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. 

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 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?