The Rundown

Market update for Thursday, March 26th, 2026
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In today’s episode:
Oil surges back above $106 as Iran rejects U.S. peace plan, gas prices near $4 a gallon

Meta loses two landmark court cases over child safety and social media addiction

Google's TurboQuant breakthrough sends memory chip stocks tumbling

Olaplex gets acquired by Henkel for $1.4B (a 94% decline from its IPO valuation)

Snapchat under investigation in Europe over child safety failures

The NBA is expanding to Las Vegas and Seattle, and it could cost $10 billion per team

Market update for Wednesday March 25, 2026

Interview with CFO of Circle (Spotify, YouTube)

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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode:
Crypto stocks drop after proposed stablecoin regulation threatens yields
OpenAI shuts down Sora, ending a potential $1B deal with Disney
Arm jumps after announcing plans to sell its own AI chips
Pop Mart plunges as investors worry about slowing Labubu demand
Costco launches a new Kirkland energy drink that could rival Celsius

Market update for Tuesday March 24, 2026
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In today’s episode:
Gold slides as rate expectations stay elevated

The rise of AI agents and the race between OpenAI and Anthropic

Nintendo cuts Switch 2 production after weak holiday demand

Jefferies jumps on a potential takeover report

Apollo falls as it caps withdrawals from a private credit fund

Ads coming to Apple Maps

Market update for Monday March 23, 2026
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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode:
Trump delays Iran strikes, markets rally on de-escalation hopes

Palantir becomes a core AI system for the U.S. military

DraftKings jumps as lawmakers target prediction market betting

Fun Fact: “Project Hail Mary” becomes Amazon’s biggest movie debut ever

Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and exchange value autonomously.