The Rundown

Market update for Wednesday April 8, 2026
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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

Market update for Tuesday April 7, 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:
Health insurance stocks surged after a better-than-feared Medicare Advantage payment update

Broadcom jumps after signing major AI deals with Google and Anthropic

Universal Music pops after Bill Ackman pitches a takeover deal

ASML slips on proposed new U.S. chip export restrictions targeting China

Fun fact: Artemis II astronauts make history by traveling farther from Earth than any humans ever have

Market update for Monday, April 6, 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:
Strong jobs report shows the U.S. economy is still holding up 

Jamie Dimon warns inflation could rise again and flags risks in private credit and global markets

OpenAI faces internal tension over IPO timing as spending surges and competition with Anthropic heats up

Netflix gets upgraded as Wall Street bets on ads and long-term growth

Carvana falls after a downgrade tied to higher rates and pressure on consumers

The new Mario movie dominates the box office with a $370M global debut despite poor reviews

Since its 2023 IPO, Cava stock has surged roughly 3x. This year, $CAVA is outpacing fast-casual restaurant peers like Chipotle ($CMG) and Sweetgreen ($SG). What's driving that success? CEO and Co-Founder Brett Schulman joins The Rundown to break down how new market expansion and a disciplined pricing strategy helped scale the company from a single restaurant to a $1 billion business. Schulman and Zaid also discuss how CAVA is navigating today’s affordability backdrop, and what’s driving demand across new markets. Plus, how the company is thinking about AI, GLP-1 drugs, and the future of the restaurant industry.

In today's deep dive, Zaid breaks down the first quarter of 2026. 
Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the biggest winners including energy stocks, Sandisk, and Lumentum, and explain why Microsoft, Robinhood, and AppLovin were among the quarter's biggest losers. Zaid also previews Q2, shares what Wall Street is projecting for the rest of 2026.
Previous Deep Dives:Sandisk: Spotify, YouTube
Saaspocalypse: Spotify, YouTube