The Rundown

Market update for Monday March 16, 2026

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In today’s episode:
• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model
• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth
• Market movers: Micron jumps on AI memory expansion while Public Storage falls after a $10.5B acquisition deal
• Fun Fact: FedEx overtakes UPS in market value for the first time ever

Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences, services, and even hotels to become a full travel platform. He also discusses how global events like the Olympics and FIFA World Cup drive massive demand for hosts and travelers. Stephenson addresses regulatory challenges facing short-term rentals and how Airbnb works with cities around the world. Plus, he shares how AI, new booking tools, and international growth are shaping the next phase of Airbnb.

In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a legal fight with Novo Nordisk. He also dives into the bull case, the bear case, and whether Hims can actually build a lasting digital healthcare business from here.

Market update for Friday March 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:
Oil surges past $100 as the Strait of Hormuz remains shut down
Adobe CEO Shantanu Narayen announces plans to step down
Tesla sales rebound in China while BYD deliveries fall
Ulta shares drop after issuing weaker growth outlook
MLB team values approach $3B despite razor-thin profits

Market update for Thursday March 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:
Oil back at $100 / barrel

Eli Lilly releases health warning regarding “copycat” weightloss drugs

Cracks emerge in private credit market as major funds limit withdrawals.

Bumble stock jumps after unveiling a new AI matchmaking assistant.

Dollar General falls on cautious outlook for 2026.

Fun fact: Ben Affleck sells his AI company to Netflix for $600M