The Rundown

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

Market update for Thursday April 2, 2026
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In today’s episode:
Oil surges 8% after Trump's prime-time speech signals escalation in Iran

SpaceX files confidential IPO paperwork with the SEC, aiming to raise up to $75 billion in what could be the largest public offering in history

Tesla reports 358,000 Q1 deliveries, missing Wall Street estimates for the second straight quarter

Globalstar stock surges on reports Amazon is in talks to acquire the satellite company for $9 billion

Blue Owl Capital caps redemptions after investors request 22% withdrawal from its $36 billion private credit fund

NASA's Artemis II successfully launches four astronauts toward the moon, the first crewed mission beyond low Earth orbit in over 50 years

Market update for Wednesday April 1, 2026
Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)
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In today’s episode:
Nike stock slides after the company warns turnaround will take longer than expected

OpenAI closes $122 billion fundraising round and hits $852 billion valuation

nCino soars after crushing earnings, raising guidance, and showing strong momentum in its AI tools

RH gets hammered after tariffs, weak demand, and a gloomy outlook hit the luxury furniture maker

Public launches AI agent feature that lets investors automate parts of their trading strategy inside the app

Market update for Tuesday March 31, 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:
Delta tapped Amazon’s Leo satellite service for in-flight Wi-Fi

McCormick struck a deal to buy most of Unilever’s food business for $45 billion

Eli Lilly agreed to buy Centessa in a deal worth up to $7.8 billion

Nvidia takes a $2 billion stake in Marvell

Constellation Energy shares fell after investors were left waiting for a major new AI power deal announcement

Allbirds is being sold for just $39 million

Market update for Monday March 30, 2026
Interview with Amos Hochstein (Spotify, YouTube)
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 growing problems in private credit, including hidden software exposure

Eli Lilly’s $2.75 billion AI drug deal with Insilico

Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East

Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions

Sony raising prices on the PS5 again….blames it on AI