Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows
The Rundown30 Maalis

Eli Lilly Bets Billions on AI Drugs From China, Private Credit Panic Grows

Market update for Monday March 30, 2026

Interview with Amos Hochstein (Spotify, YouTube)

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:

  • The growing problems in private credit, including hidden software exposure

  • Eli Lilly’s $2.75 billion AI drug deal with Insilico

  • Alcoa stock is rising after Iranian strikes hit major aluminum facilities in the Middle East

  • Avis is falling after last week’s huge rally tied to airport chaos and TSA disruptions

  • Sony raising prices on the PS5 again….blames it on AI

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(706)

OpenAI’s IPO Timing in Question, Jamie Dimon Warns of Rising Inflation

OpenAI’s IPO Timing in Question, Jamie Dimon Warns of Rising Inflation

Market update for Monday, April 6, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant rea...

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CAVA CEO On Its Growth Playbook: Smaller Price Hikes, Bigger Footprint

CAVA CEO On Its Growth Playbook: Smaller Price Hikes, Bigger Footprint

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-Foun...

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Deep Dive: The Q1 Report Card (Winners, Losers & What's Next)

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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 bigge...

4 Huhti 14min

SpaceX Files for IPO, Tesla Delivery Slump Continues

SpaceX Files for IPO, Tesla Delivery Slump Continues

Market update for Thursday April 2, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

2 Huhti 9min

Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion

Nike Stock Slides on Weak Outlook, OpenAI Raises $122 Billion

Market update for Wednesday April 1, 2026Check out the Public app for incredible investing tools and to support the show (Link)(Agentic AI)Follow us on Instagram (@TheRundownDaily) for bonus content a...

1 Huhti 9min

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion

Delta Taps Amazon for Wi-Fi, McCormick Buys Unilever’s Food Business for $45 Billion

Market update for Tuesday March 31, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant re...

31 Maalis 10min

Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)

Is the Market Misreading the Biggest Energy Shock In Modern History? (Ft. Amos Hochstein)

Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical t...

29 Maalis 29min

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