The Rundown

Market update for Wednesday February 25, 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:
Stripe reportedly considers acquiring PayPal after its stock slump
Circle stock surges after crushing earnings and strong USDC growth
Cava jumps on surprise same-store sales growth
Lucid slides after a wide earnings miss and continued cash burn
Apple plans to manufacture Mac Mini in Houston

Market update for Tuesday February 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:
A viral AI “doomsday” report spooks investors
Meta strikes a massive $100B+ AI chip deal with AMD
Home Depot beats earnings but warns housing demand remains “frozen”
BWX Technologies surges as nuclear momentum builds
Hims & Hers drops on weak guidance and weight-loss drug lawsuit
Uber acquires SpotHero, expanding deeper into the transportation ecosystem

Market update for Monday February 23, 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:
Trump’s slaps 15% tariffs after Supreme Court ruling
DOJ probes Netflix, James Cameron pushes back on $72B Warner Bros. deal
Novo Nordisk falls further behind Eli Lilly in the GLP-1 obesity drug race as new trial data disappoints
Domino’s beats on U.S. sales as value deals win over consumers
Gilead buys cancer biotech Arcellx for $7.8B
Fun Fact: Olympic gold medals only have 6g of gold

John Petrides, Portfolio Manager at Tocqueville Asset Management, discusses the implications of the Supreme Court's decision to rule against President Trump's sweeping global tariffs, and what the lasting impact of AI will be on software stocks.

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 this deep dive, Zaid breaks down how Walmart became a $1 trillion company and why Wall Street is suddenly treating it like a tech stock.
E-commerce is growing over 20%. Advertising revenue is surging. Orders are arriving in under three hours. And operating profits are expanding faster than sales.
But at 42x forward earnings and with a new CEO stepping in, is this transformation sustainable?