The Rundown

Market update for Wednesday February 11, 2026
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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

Market update for Monday February 9, 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:
Stocks rally to end last week, but Wall Street remains skeptical of the bounce

Novo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patents

China urges banks to limit exposure to U.S. Treasuries, rattling bond markets

Super Bowl betting hits a record as prediction markets take share from sportsbooks

We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co.

Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.

Sandisk’s stock has gone up over 1,500% in the last 12 months, so what is causing this surge?

In today’s deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competition

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

Check out the Public app for incredible investing tools and to support the show (LINK)