The Rundown

Target Sees Growth Ahead, Oil & Gas Prices Jump

Market update for Tuesday March 3, 2026Check 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:Oil and gas jumps from Strait of Hormuz disruptionTarget forecasts sales growth for the first time in three yearsBest Buy beats on profits despite soft holiday salesApple kicks off a major product wave this weekPinterest pops after a $1B investment from activist Elliott ManagementOn Holding tumbles on slower 2026 growth outlookFun Fact: 40% of Americans didn’t read a single book last year

Anthropic Blacklisted by Pentagon, Oil Surges from Iran Conflict

Market update for Monday March 2, 2026Check 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:Oil surges 8% after U.S.–Iran conflict escalates and shipping through the Strait of Hormuz faces disruptionAnthropic blacklisted by the Pentagon after refusing expanded AI use in military operationsOpenAI raises a record $110 billion at a $730B valuation backed by Amazon, Nvidia, and SoftBankDefense stocks soar Berkshire Hathaway fallsFun Fact: Red Bull sells 14 billion cans and still dominates the energy drink market

Tariffs on Trial: Trump's New Trade Policy After the Supreme Court Ban

Federal tax policy expert Erica York unpacks the Supreme Court ruling against Donald Trump’s tariffs. York breaks down what the decision means for the current landscape of U.S. tariffs, how it reshapes executive authority over trade policy, and what could come next for Trump’s proposed new tariff initiatives.

Deep Dive: Is Nvidia Undervalued?

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.

Netflix Walks Away From Warner Deal, Block Cuts Half Its Staff for “AI”

Market update for Friday February 27, 2026Check 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 bidCoreWeave stock tumbles after light revenue guidance and rising debtBlock cuts nearly 50% of its workforce in the name of AI efficiencyFun Fact: More people are are moving out of the US than moving in