The Rundown

Market update for Wednesday February 4, 2026
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In today’s episode:
Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption
Eli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance 
Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it

Market update for Tuesday February 3, 2026
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Cathie Wood Interview (Spotify, YouTube)
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In today’s episode:
SpaceX merges with xAI, creating the most valuable private company on Earth
Palantir shares surge after blowout earnings and strong guidance driven by AI demand
Disney officially names Josh D’Amaro as its next CEO, ending a long succession saga

Market update for Monday February 2, 2026.
Silver Deep Dive: (Spotify)(YouTube)
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In today’s episode we recap:
Why Gold and silver and bitcoin are crashing
Disney’s earnings beat as the company picks new CEO
Oracle announces plans to raise up to $50B to fund its massive AI data center buildout
Unity rebounds after last week’s AI-driven selloff, while Nvidia slips on OpenAI deal uncertainty
Plus, why the housing market is quietly shifting back in favor of buyers

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in software, and why productivity gains may accelerate faster than investors expect. Plus, she defends ARK’s bold $1.5 million Bitcoin price target by 2030 and explains why Bitcoin and gold aren’t actually competing assets.

In today’s weekend deep dive, we’re breaking down the chaos in the silver market.

Silver prices went on a historic run before crashing more than 30% in a single day. So what happened?

We'll breakdown:
Why silver rallied so aggressively in the first place
Silver’s critical role in AI, data centers, solar, and EVs
The tight supply dynamics that make silver uniquely volatile
Why some analysts think we’re entering a commodities supercycle
How Trump’s pick for the next Fed Chair helped trigger Friday’s crash
The bull case vs. the bear case moving forward
Whether this was a healthy reset or the popping of a bubble
And finally, Zaid shares his take on silver, commodities, and whether this crash could be a buying opportunity