<description>&lt;p&gt;John Petrides, Portfolio Manager at Tocqueville Asset Management, discusses the implications of the Supreme Court&amp;#39;s decision to rule against President Trump&amp;#39;s sweeping global tariffs, and what the lasting impact of AI will be on software stocks. &lt;/p&gt;
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John Petrides, Portfolio Manager at Tocqueville Asset Management, discusses the implications of the Supreme Court&#39;s decision to rule against President Trump&#39;s sweeping global tariffs, and what the lasting impact of AI will be on software stocks.

What the Supreme Court's Decision to Ban Trump's Tariffs Means for Stocks

<description>&lt;p&gt;Check out the Public app for incredible investing tools and to support the show (&lt;a href="https://public.com/therundown"&gt;&lt;u&gt;LINK&lt;/u&gt;&lt;/a&gt;)&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Follow us on Instagram (&lt;a href="https://www.instagram.com/therundowndaily"&gt;&lt;u&gt;@TheRundownDaily&lt;/u&gt;&lt;/a&gt;) for bonus content and instant reactions.&lt;/p&gt;&lt;p&gt;&lt;br&gt;In this deep dive, Zaid breaks down how Walmart became a $1 trillion company and why Wall Street is suddenly treating it like a tech stock.&lt;/p&gt;&lt;p&gt;E-commerce is growing over 20%. Advertising revenue is surging. Orders are arriving in under three hours. And operating profits are expanding faster than sales.&lt;/p&gt;&lt;p&gt;But at 42x forward earnings and with a new CEO stepping in, is this transformation sustainable?&lt;/p&gt;
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Check out the Public app for incredible investing tools and to support the show (<a href="https://public.com/therundown">LINK</a>) Follow us on Instagram (<a href="https://www.instagram.com/therundowndaily">@TheRundownDaily</a>) for bonus content and instant reactions. In this deep dive, Zaid breaks down how Walmart became a $1 trillion company and why Wall Street is suddenly treating it like a tech stock.E-commerce is growing over 20%. Advertising revenue is surging. Orders are arriving in under three hours. And operating profits are expanding faster than sales.But at 42x forward earnings and with a new CEO stepping in, is this transformation sustainable?

Deep Dive: Is Walmart a Tech Company Now?

<description>&lt;p&gt;Market update for Friday February 20, 2026&lt;/p&gt;&lt;p&gt;Check out the Public app for incredible investing tools and to support the show (&lt;a href="https://public.com/therundown" rel="ugc noopener noreferrer" target="_blank"&gt;⁠LINK⁠&lt;/a&gt;)&lt;/p&gt;&lt;p&gt;Follow us on Instagram (&lt;a href="https://www.instagram.com/therundowndaily" rel="ugc noopener noreferrer" target="_blank"&gt;⁠@TheRundownDaily⁠&lt;/a&gt;) for bonus content and instant reactions.&lt;/p&gt;&lt;p&gt;In today’s episode:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Supreme Court rules against Trump's tariffs &lt;/li&gt;&lt;li&gt;Nvidia lowers OpenAI investment to $30B&lt;/li&gt;&lt;li&gt;Blue Owl flashes warnings signs for private credit industry&lt;/li&gt;&lt;li&gt;Opendoor points to profitability by year-end&lt;/li&gt;&lt;li&gt;Newmont's gold production slows amid gold surge &lt;/li&gt;&lt;li&gt;2025 was the best year for hedge funds since 2009&lt;/li&gt;&lt;/ul&gt;
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Market update for Friday February 20, 2026Check out the Public app for incredible investing tools and to support the show (<a href="https://public.com/therundown" rel="ugc noopener noreferrer" target="_blank">⁠LINK⁠</a>)Follow us on Instagram (<a href="https://www.instagram.com/therundowndaily" rel="ugc noopener noreferrer" target="_blank">⁠@TheRundownDaily⁠</a>) for bonus content and instant reactions.In today’s episode:<ul><li>Supreme Court rules against Trump's tariffs </li><li>Nvidia lowers OpenAI investment to $30B</li><li>Blue Owl flashes warnings signs for private credit industry</li><li>Opendoor points to profitability by year-end</li><li>Newmont's gold production slows amid gold surge </li><li>2025 was the best year for hedge funds since 2009</li></ul>

Supreme Court Blocks Trump's Tariffs, Nvidia Scraps $100B OpenAI Investment

<description>&lt;p&gt;Market update for Thursday February 19, 2026&lt;/p&gt;&lt;p&gt;Check out the Public app for incredible investing tools and to support the show (&lt;a href="https://public.com/therundown" rel="ugc noopener noreferrer" target="_blank"&gt;LINK&lt;/a&gt;)&lt;/p&gt;&lt;p&gt;Follow us on Instagram (&lt;a href="https://www.instagram.com/therundowndaily" rel="ugc noopener noreferrer" target="_blank"&gt;@TheRundownDaily&lt;/a&gt;) for bonus content and instant reactions.&lt;/p&gt;&lt;p&gt;In today’s episode:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Bitcoin drops near 2026 lows as crypto enthusiasm fades&lt;/li&gt;&lt;li&gt;Walmart beats on earnings but issues cautious guidance&lt;/li&gt;&lt;li&gt;Figma revenue jump 40% as AI monetization accelerates&lt;/li&gt;&lt;li&gt;Etsy sells Depop to eBay for $1.2B&lt;/li&gt;&lt;li&gt;Carvana stock slides after earnings miss&lt;/li&gt;&lt;li&gt;Amazon surpasses Walmart in annual revenue&lt;/li&gt;&lt;/ul&gt;
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Market update for Thursday February 19, 2026Check out the Public app for incredible investing tools and to support the show (<a href="https://public.com/therundown" rel="ugc noopener noreferrer" target="_blank">LINK</a>)Follow us on Instagram (<a href="https://www.instagram.com/therundowndaily" rel="ugc noopener noreferrer" target="_blank">@TheRundownDaily</a>) for bonus content and instant reactions.In today’s episode:<ul><li>Bitcoin drops near 2026 lows as crypto enthusiasm fades</li><li>Walmart beats on earnings but issues cautious guidance</li><li>Figma revenue jump 40% as AI monetization accelerates</li><li>Etsy sells Depop to eBay for $1.2B</li><li>Carvana stock slides after earnings miss</li><li>Amazon surpasses Walmart in annual revenue</li></ul>

Walmart Issues Soft Guidance, Figma Sees AI Surge

<description>&lt;p&gt;Market update for Wednesday February 18, 2026 &lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Check out the Public app for incredible investing tools and to support the show (&lt;a href="https://public.com/therundown"&gt;&lt;u&gt;LINK&lt;/u&gt;&lt;/a&gt;)&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Follow us on Instagram (&lt;a href="https://www.instagram.com/therundowndaily"&gt;&lt;u&gt;@TheRundownDaily&lt;/u&gt;&lt;/a&gt;) for bonus content and instant reactions.&lt;/p&gt;&lt;p&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;In today’s episode, Zaid covers:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Berkshire Hathaway slashes Amazon stake, trims Apple&lt;/li&gt;&lt;li&gt;Gold and silver pull back after recent run&lt;/li&gt;&lt;li&gt;Meta strikes multiyear deal to buy millions of Nvidia AI chips&lt;/li&gt;&lt;li&gt;Uber invests $100M in autonomous vehicle charging hubs&lt;/li&gt;&lt;li&gt;Caesars jumps on Vegas rebound&lt;/li&gt;&lt;li&gt;Sandisk falls after Western Digital announces $3.1B share sale&lt;/li&gt;&lt;li&gt;Record CEO turnover hits Corporate America, and leaders are getting younger&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;
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Market update for Wednesday February 18, 2026  Check out the Public app for incredible investing tools and to support the show (<a href="https://public.com/therundown">LINK</a>) Follow us on Instagram (<a href="https://www.instagram.com/therundowndaily">@TheRundownDaily</a>) for bonus content and instant reactions. In today’s episode, Zaid covers:<ul><li>Berkshire Hathaway slashes Amazon stake, trims Apple</li><li>Gold and silver pull back after recent run</li><li>Meta strikes multiyear deal to buy millions of Nvidia AI chips</li><li>Uber invests $100M in autonomous vehicle charging hubs</li><li>Caesars jumps on Vegas rebound</li><li>Sandisk falls after Western Digital announces $3.1B share sale</li><li>Record CEO turnover hits Corporate America, and leaders are getting younger </li></ul>

 Meta Buys Millions of Nvidia Chips, Uber Invests $100M in Robotaxi Infrastructure

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