The Rundown

Market update for April 22, 2026.
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In today’s episode:
Kevin Warsh faces tough questions over Fed independence
SpaceX strikes a $60 billion AI deal with coding startup Cursor
Palantir signs a $300 million USDA deal to help safeguard the food supply
Boeing shares rise after reporting a smaller-than-expected loss
Vertiv falls despite strong AI data center demand
Average tax refunds are up more than 11% this season

Market update for Tuesday April 21, 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:
March retail sales come in stronger than expected as consumers keep spending
Tim Cook steps down as Apple CEO, with hardware chief John Ternus set to take over
Amazon expands its partnership with Anthropic in a massive new AI infrastructure deal
UnitedHealth rallies after a strong earnings report and improved medical cost trends
Alaska Air drops after suspending guidance due to soaring jet fuel costs
Plus, why older Americans now own a growing share of the U.S. stock market

Market update for April 20, 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:
The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higher

Meta is reportedly preparing another major round of layoffs

Google is in talks with Marvell to develop new AI chips

TopBuild shares jump after QXO announces a $17 billion acquisition deal

AST SpaceMobile drops after Blue Origin places one of its satellites in the wrong orbit

Inspire Brands, may be heading back to the public markets with a potential $2 billion IPO

Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s latest financials, and why software is emerging as the key battleground. Plus, how much of this growth depends on active conflicts and what investors should be watching next.

In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation. 
Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could take for things to return to normal once the Strait of Hormuz fully re-opens