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

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

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


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Episoder(706)

Deep Dive: Can Cerebras IPO Live Up to the Hype?

Deep Dive: Can Cerebras IPO Live Up to the Hype?

In today's deep dive, Zaid breaks down the Cerebras IPO. Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO...

16 Mai 16min

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings

OpenAI Preps Legal Action Against Apple, Figma Stock Flies High After Earnings

Market update for Friday May 15, 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 react...

15 Mai 10min

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China

Cerebras Skyrockets in IPO Debut, Nvidia Gets U.S. Green Light to Sell H200 in China

Market update for Thursday May 14, 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...

14 Mai 10min

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy

Trump Brings Corporate Entourage to China, Amazon Pivots AI Shopping Strategy

Market update for Wednesday May 13, 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...

13 Mai 10min

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss

Cerebras Targets $34B IPO Valuation, Hims Shares Tank on EPS Miss

Market update for Tuesday May 12, 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 reac...

12 Mai 10min

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain

Hantavirus Sends Moderna Higher, Circle Raises $222M for New Blockchain

Market update for Monday May 11, 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 react...

11 Mai 10min

How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)

How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world da...

10 Mai 25min

Deep Dive: Are Chip Stocks in a Bubble?

Deep Dive: Are Chip Stocks in a Bubble?

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Inte...

9 Mai 18min

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