The Rundown

In today's deep dive, Zaid takes a look back at Tim Cook's 15-year run as Apple CEO. We break down how Cook transformed Apple from a $350 billion company into a $4 trillion empire, his biggest wins including the services business and stock buyback program, his misses including the Apple Car and Vision Pro, and why Apple is falling behind in AI. We also look at who John Ternus is and why Apple chose him as the next CEO. And Zaid makes the case that despite all the success, Tim Cook might be a little overrated.

Market update for April 24, 2026.
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In today’s episode:
Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUs

Nike, Meta, and Microsoft cut jobs as corporate America pushes for more efficiency

MaxLinear jumps on AI data center demand, while Boyd Gaming falls on weaker Las Vegas results

A U.S. soldier is accused of using classified information to make more than $400K betting on Polymarket

Market update for Thursday April 23, 2026
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In today’s episode:
Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous.

Lululemon named former Nike exec Heidi O’Neill as its next CEO as the brand tries to turn around its struggling U.S. business.

Texas Instruments surged on strong earnings, while ServiceNow sank as software investors stayed in full panic mode.

The Trump administration is reportedly close to rescuing Spirit Airlines with a potential $500 million government lifeline.

Market update for April 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:
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