The Rundown

Market update for Wednesday March 4, 2026

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In today’s episode:

OpenAI looks toward NATO defense deal
Tesla receives robotaxi driven upgrade from Bank of America
Ross Stores provides upbeat 2026 outlook after holiday earnings beat
Gitlab shares plummet amid sales slowdown amid AI era
Fun Fact: Mark Zuckerberg buys the most expensive home in Miami

Market update for Tuesday March 3, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
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In today’s episode:
Oil and gas jumps from Strait of Hormuz disruption
Target forecasts sales growth for the first time in three years
Best Buy beats on profits despite soft holiday sales
Apple kicks off a major product wave this week
Pinterest pops after a $1B investment from activist Elliott Management
On Holding tumbles on slower 2026 growth outlook
Fun Fact: 40% of Americans didn’t read a single book last year

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.

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.