The Rundown

Nvidia just posted another monster quarter, so why did the stock drop nearly 10% after earnings?

In this deep dive, Zaid breaks down Nvidia’s blowout results, the growing fears of an AI bubble, Michael Burry’s warning about massive purchase commitments, and the real risk that hyperscalers could slow their spending.
Then we flip to the bull case: agentic AI, a potential China comeback, new inference chips, and why Nvidia might actually be cheap at 22x forward earnings.

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.

Market update for Friday February 27, 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:
January PPI comes in hot, core wholesale prices jump 0.8%
Netflix walks away from its Warner Bros. Discovery deal after Paramount’s $31/share bid
CoreWeave stock tumbles after light revenue guidance and rising debt
Block cuts nearly 50% of its workforce in the name of AI efficiency
Fun Fact: More people are are moving out of the US than moving in

Market update for Thursday February 26, 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:
Nvidia earnings show signs of continued AI growth
Salesforce guidance disappoints, hurting consensus on software stocks
Celsius earnings shows customer loyalty for energy drinks
C3.AI shares plummet amid massive sales declines
Kalshi goes after MrBeast employee for insider trading

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