The Rundown

Market update for April 14, 2026.
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In today’s episode:
March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecast

Big banks kick off earnings season: JPMorgan, Citi, and Wells Fargo report

Amazon acquires Globalstar to take on Starlink in the space internet race

Novo Nordisk partners with OpenAI to accelerate drug discovery

CarMax stock drops after another weak quarter

Meta expected to pass Google as the world's largest digital advertising company

Market update for Monday April 13, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode:
U.S. begins Strait of Hormuz blockade targeting Iran’s oil exports

Goldman Sachs beats earnings expectations, but shares fall on weakness in fixed income trading

Revolution Medicines stock surges after breakthrough pancreatic cancer drug trial results

Best Buy drops after downgrade tied to rising PC prices and weaker demand outlook

McDonald’s enters the energy drink market

Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.

NASA just sent four astronauts around the Moon for the first time in over 50 years. But this isn't just a science story, it's a Wall Street story. 
In this deep dive, Zaid breaks down the Artemis II mission, the $613 billion space economy that's projected to nearly triple by 2035, three space stocks riding the wave, and the SpaceX IPO targeting a $1.75 trillion valuation.

Market update for Friday April 10, 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: 
March CPI jumps 3.3%, the biggest monthly increase since 2022,
Jerome Powell and Scott Bessent call emergency meeting over Anthropic's new Mythos AI model
TSMC posts record $35.6 billion in Q1 revenue
CoreWeave pops after landing multi-year deal with Anthropic
ServiceNow gets hit again as UBS downgrades the stock on AI disruption fears
DOJ opens antitrust investigation into the NFL over media rights deals