The Rundown

Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s latest financials, and why software is emerging as the key battleground. Plus, how much of this growth depends on active conflicts and what investors should be watching next.

In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation. 
Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could take for things to return to normal once the Strait of Hormuz fully re-opens

Market update for Friday April 17, 2026
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In today’s episode:
Iran opens the Strait of Hormuz, oil drops below $90

Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving)

Google's SpaceX investment could be worth $100 billion.

Elon is buying his own Cybertrucks to prop up sales numbers

NiSource lands energy deals with Google and Amazon for AI data centers

Alcoa misses on earnings 

NBA ratings hit a 7-year high

Market update for Thursday April 16, 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:
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
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:
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