Podcast
The Rundown
Hosted by Public.com · EN
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.
292episodes
Episodes
Newest firstAll episodes
WallStreetBets Rallies Behind Wendy’s, Cerebras Flops in First Earnings Since IPO
Today00:10:58Summary readyMarket update for Wednesday June 24, 2026Check 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, Zaid covers:The global tech selloff rattling markets, and where investors are running for safetyWhy Cerebras dropped in its first earnings report since going publicWhy FedEx beat expectations but still got hitWhy Reddit is suddenly piling into Wendy's, and why Hertz is getting crushedGoogle is finally joining the Dow Jones (I still don’t care about the Dow)
SummaryTech Selloff Hits Wall Street, Google Loses Two AI Stars
Yesterday00:10:49Summary readyMarket update for Tuesday June 23rdCheck out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) and YouTube for bonus content and instant reactions.In today’s episode, Zaid covers:Why tech stocks are selling offGoogle just had the worst day in its history after losing two of its top AI minds to rivalsWhy Meta is going all-in on $299 smart glassesIBM rises after getting an upgrade from JPMQualcomm drops despite a $4B AI dealFun Fact: Amazon spent $40 million on a Sam Altman movie… and then buried it
SummarySpaceX Shares Drop for Third Straight Day, Apple Price Hikes Coming Soon
2d ago00:10:46Summary readyMarket update for June 22, 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, Zaid covers:Kevin Warsh's first Fed meeting and why he's trying to remake how the Federal Reserve operatesWhy Apple says price increases are "unavoidable" and how the memory chip crisis is making all your electronics more expensiveGetty Images surges 200% on an OpenAI dealSpaceX extends its post-IPO losing streak while launching its first-ever bond saleToy Story 5 shatters franchise records as Hollywood posts its best box office year since before the pandemic
SummaryWhat’s SpaceX Really Worth? This Analyst Says $63 a Share
3d ago00:30:30Summary readyMorningstar equity analyst Nicolas Owens breaks down why his team values SpaceX at just $63 per share despite the stock soaring above $200 after its IPO. We unpack the assumptions behind SpaceX's most ambitious bets, from reusable Starship launches to data centers in space and the company's growing AI ambitions. Owens also explains where he thinks investors may be getting ahead of themselves, why Starlink's opportunity could be smaller than advertised, and what milestones could ultimately justify the hype. Plus, we discuss the odds of a future Tesla–SpaceX merger and what it could mean for shareholders.
SummaryOpenAI Burned $3.7B in Cash Despite Surging Revenue, Snap's New Glasses Tank the Stock
1w ago00:10:44Summary readyMarket update for Wednesday June 17, 2026Check 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, Zaid covers:Kevin Warsh's first meeting as Fed Chair and why the conversation has flipped from rate cuts to rate hikesOpenAI's leaked Q1 financials reveal surging revenue AND surging lossesSnap unveils $2,200 AR smart glasses and the stock immediately tanksAST SpaceMobile launches three satellites aboard a SpaceX rocketLionsgate whipsaws on Netflix acquisition rumorsSpaceX options shatter every record in their trading debutNOTE: No episode Thursday or Friday. The stock market is closed Friday for Juneteenth. No deep dive this weekend as well, but an interview will be posted on Sunday morning. We'll be back on Monday with a full recap of the Fed meeting.
SummaryNvidia Raises $25B in Bond Sale, SpaceX Leapfrogs Amazon in Market Cap
1w ago00:10:50Summary readyMarket update for June 16, 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.Deep Dive: Why Google Just Raised $85B It Didn't Need
SummaryStocks Rally on Potential Iran Peace Deal, Fox Buys Roku for $22 Billion
1w ago00:10:49Summary readyMarket update for Monday June 15, 2026Check 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, Zaid covers:The US and Iran reach a peace deal to reopen the Strait of HormuzWhy the US government forced Anthropic to pull its most powerful AI model just days after launch SpaceX pulls off the biggest IPO in history (and just made it even bigger)Paramount-Warner Bros. gets cleared to buy WBDFox buys Roku for $22 BillionKnicks shatter merch record
SummaryCorporate Travel Is Booming. This AI Company Is Capitalizing
1w ago00:24:47Summary readyNavan CFO Aurélien Nolf joins Zaid to break down the company's rapid growth, why corporate travel demand remains resilient, and how Navan is building custom AI models. They explore the rise of agentic AI, how the company bounced back from a bumpy IPO debut last Fall, and the businesss trends that drove bookings growth of 50% year over year in their most recent quarter. Plus, Nolf shares his perspective on the AI infrastructure boom and what it means for the next generation of software companies.
SummaryDeep Dive: Why Google Just Raised $85 Billion It Didn't Need
2w ago00:12:39Summary readyGoogle just raised roughly $85 billion by selling stock — even though the company is already sitting on a mountain of cash and generating massive cash flow.So why would one of the richest companies on Earth sell shares for the first time in nearly two decades?In this weekend's deep dive, Zaid breaks down Google’s record-breaking stock sale, why the company may have chosen equity instead of taking on more debt, and how its massive AI infrastructure spending is changing the math for Big Tech.We also dig into Google’s AI buildout, its cloud demand, the risks of overbuilding data centers, and whether this move is a smart financing decision or a warning sign that the AI trade is getting way too stretched.
SummarySpaceX Makes Historic IPO Debut, Musk Becomes First-Ever Trillionaire
2w ago00:10:58Summary readyMarket update for Friday, June 12, 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, Zaid covers:What you need to know about the SpaceX IPO todayArm rallies on a bold AI call Adobe sinks despite beating earningsFun Fact: SpaceX IPO is minting over 4,400 employee millionaires (and Elon becomes the world's first trillionaire
Summary