The Rundown

Market update for Monday March 2, 2026
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In today’s episode:
Oil surges 8% after U.S.–Iran conflict escalates and shipping through the Strait of Hormuz faces disruption

Anthropic blacklisted by the Pentagon after refusing expanded AI use in military operations

OpenAI raises a record $110 billion at a $730B valuation backed by Amazon, Nvidia, and SoftBank

Defense stocks soar 

Berkshire Hathaway falls

Fun Fact: Red Bull sells 14 billion cans and still dominates the energy drink market

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.

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.

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Market update for Friday February 27, 2026

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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

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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