The Rundown

Market update for Thursday April 16, 2026
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In today’s episode:
Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streak
TSMC posts record profits, raises its outlook, and says AI chip demand is still “extremely robust”
PepsiCo beats earnings after cutting prices on Doritos, Lay’s, and other snacks to win back shoppers
Hims stock jumps after RFK Jr. signals looser peptide regulations
Live Nation drops after a major antitrust court loss that could put Ticketmaster’s future in question
Allbirds is trying to pivot from selling wool sneakers to becoming an AI infrastructure company

Market update for Wednesday April 15, 2026
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In today’s episode:
Big bank traders cash in on volatility

Meta expands its AI chip partnership with Broadcom

Snap jumps after cutting 16% of its workforce thanks to AI

ASML drops despite strong earnings

Kevin Warsh set to be richest Fed Chair in history

Market update for April 14, 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 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
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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
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.