The Rundown

Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.

NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story. 
In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.

Market update for Friday April 10, 2026
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In today’s episode: 
March CPI jumps 3.3%, the biggest monthly increase since 2022,
Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI model
TSMC posts record $35.6 billion in Q1 revenue
CoreWeave pops after landing multi-year deal with Anthropic
ServiceNow gets hit again as UBS downgrades the stock on AI disruption fears
DOJ opens antitrust investigation into the NFL over media rights deals

Market update for Thursday April 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 surged on the Iran ceasefire but oil prices are already bouncing back as the Strait of Hormuz remains blocked

Meta unveils Muse Spark, its first AI model from the new Superintelligence Lab

Eli Lilly's new weight loss pill Foundayo is officially available in the U.S. starting at $149/month

Staar Surgical pops on blowout preliminary Q1 results

Applied Digital falls despite strong revenue growth 

Nearly 4,000 private jets expected to fly into Augusta for the Masters this week

Market update for Wednesday April 8, 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 surge after a last-minute Iran ceasefire eases global tensions

Oil prices plunge as the Strait of Hormuz reopens

Delta beats earnings but warns about rising fuel costs

Apple stock swings on conflicting reports about a foldable iPhone delay

Levi Strauss jumps after strong earnings and DTC growth

Energy stocks fall as oil prices drop

Used car prices hit 3 year peak