The Rundown

Market update for Thursday March 19, 2026
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In today’s episode:
Fed Meeting recap: rate cut hopes fade

Uber invests $1.25B* in Rivian to launch robotaxis

Micron crushes earnings but stock still falls

Five Below jumps, Red Cat drops on earnings

Meta shuts down the metaverse (yes, really)

Market update for Wednesday March 18, 2026
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In today’s episode:
Preview of today’s Fed meeting and the impact of oil prices 
Nvidia restarts AI chip sales in China after regulatory approval
Josh D’Amaro takes over as CEO of Disney
Swarmer stock explodes up to 700% on IPO debut
Amazon tests 1-hour delivery

Market update for Tuesday March 17, 2026
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In today’s episode:
Nvidia unveils new chips and expands partnership with Uber
OpenAI cuts back on “side projects”
Delta jumps on strong travel demand
Eli Lilly falls after analyst downgrade on weight loss market
The SEC considers ending quarterly earnings reporting

Market update for Monday March 16, 2026

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In today’s episode:
• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model
• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth
• Market movers: Micron jumps on AI memory expansion while Public Storage falls after a $10.5B acquisition deal
• Fun Fact: FedEx overtakes UPS in market value for the first time ever

Airbnb Chief Business Officer Dave Stephenson joins The Rundown to break down how the company is expanding beyond short-term rentals. Stephenson explains why Airbnb is investing heavily in experiences, services, and even hotels to become a full travel platform. He also discusses how global events like the Olympics and FIFA World Cup drive massive demand for hosts and travelers. Stephenson addresses regulatory challenges facing short-term rentals and how Airbnb works with cities around the world. Plus, he shares how AI, new booking tools, and international growth are shaping the next phase of Airbnb.