The Rundown

Market update for Monday, April 6, 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:
Strong jobs report shows the U.S. economy is still holding up 

Jamie Dimon warns inflation could rise again and flags risks in private credit and global markets

OpenAI faces internal tension over IPO timing as spending surges and competition with Anthropic heats up

Netflix gets upgraded as Wall Street bets on ads and long-term growth

Carvana falls after a downgrade tied to higher rates and pressure on consumers

The new Mario movie dominates the box office with a $370M global debut despite poor reviews

Since its 2023 IPO, Cava stock has surged roughly 3x. This year, $CAVA is outpacing fast-casual restaurant peers like Chipotle ($CMG) and Sweetgreen ($SG). What's driving that success? CEO and Co-Founder Brett Schulman joins The Rundown to break down how new market expansion and a disciplined pricing strategy helped scale the company from a single restaurant to a $1 billion business. Schulman and Zaid also discuss how CAVA is navigating today’s affordability backdrop, and what’s driving demand across new markets. Plus, how the company is thinking about AI, GLP-1 drugs, and the future of the restaurant industry.

In today's deep dive, Zaid breaks down the first quarter of 2026. 
Q1 was defined by war in the Middle East, an oil shock, and a massive rotation out of Big Tech and into energy. We highlight the biggest winners including energy stocks, Sandisk, and Lumentum, and explain why Microsoft, Robinhood, and AppLovin were among the quarter's biggest losers. Zaid also previews Q2, shares what Wall Street is projecting for the rest of 2026.
Previous Deep Dives:Sandisk: Spotify, YouTube
Saaspocalypse: Spotify, YouTube

Market update for Thursday April 2, 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:
Oil surges 8% after Trump's prime-time speech signals escalation in Iran

SpaceX files confidential IPO paperwork with the SEC, aiming to raise up to $75 billion in what could be the largest public offering in history

Tesla reports 358,000 Q1 deliveries, missing Wall Street estimates for the second straight quarter

Globalstar stock surges on reports Amazon is in talks to acquire the satellite company for $9 billion

Blue Owl Capital caps redemptions after investors request 22% withdrawal from its $36 billion private credit fund

NASA's Artemis II successfully launches four astronauts toward the moon, the first crewed mission beyond low Earth orbit in over 50 years

Market update for Wednesday April 1, 2026
Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode:
Nike stock slides after the company warns turnaround will take longer than expected

OpenAI closes $122 billion fundraising round and hits $852 billion valuation

nCino soars after crushing earnings, raising guidance, and showing strong momentum in its AI tools

RH gets hammered after tariffs, weak demand, and a gloomy outlook hit the luxury furniture maker

Public launches AI agent feature that lets investors automate parts of their trading strategy inside the app