The Rundown

Market update for Tuesday April 28, 2026
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In today’s episode:
OpenAI misses key revenue and user growth targets, raising questions about its massive spending plans and IPO timeline
Google signs a classified AI deal with the Pentagon, joining OpenAI and xAI
Coca-Cola beats earnings and raises guidance as volume growth returns
Spotify tanks after weak guidance overshadows a solid quarter
The World Cup is expected to boost global beer sales by one billion pints this summer

Market update for April 27, 2026. 
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode:
Big Tech earnings and the Fed meeting set up a massive week for investors

Qualcomm jumps on reports it may help power OpenAI’s future AI smartphone

OpenAI reworks its Microsoft partnership as its legal battle with Elon Musk begins

China blocks Meta’s $2 billion acquisition of AI startup Manus

Verizon rises on strong subscriber growth, while Domino’s drops after weak earnings

Adidas gets a major win after the first official sub-2-hour marathon in history

Firefly Aerospace CEO Jason Kim joins The Rundown to break down the business behind the new space race. From a historic commercial moon landing to a $1.4 billion backlog, he explains how Firefly ($FLY) is building a full-stack space company beyond just rockets. The conversation also touches on the real-world stakes, including how space-based data and defense systems are playing a role in tracking missile threats in conflicts like Iran. Plus, why the moon is quickly becoming a commercial asset, from data sales to future infrastructure.

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.
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:
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