Market update for Friday March 20, 2026

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In today’s episode:

• FedEx earnings signal economy still holding up

• Amazon working on AI-powered smartphone comeback

• Super Micro stock plunges after smuggling charges

• Firefly Aerospace surges on strong growth

• Tesla Semi wins over truckers

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.

In this deep dive, Zaid breaks down how Hims became one of the hottest stocks in the market during the GLP-1 boom, and why the company suddenly found itself in the middle of an FDA crackdown and a legal fight with Novo Nordisk. He also dives into the bull case, the bear case, and whether Hims can actually build a lasting digital healthcare business from here.

Market update for Friday March 13, 2026

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In today’s episode:

• Oil surges past $100 as the Strait of Hormuz remains shut down
• Adobe CEO Shantanu Narayen announces plans to step down
• Tesla sales rebound in China while BYD deliveries fall
• Ulta shares drop after issuing weaker growth outlook
• MLB team values approach $3B despite razor-thin profits

Market update for Thursday March 12, 2026

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In today’s episode:

• Oil back at $100 / barrel

• Eli Lilly releases health warning regarding “copycat” weightloss drugs

• Cracks emerge in private credit market as major funds limit withdrawals.

• Bumble stock jumps after unveiling a new AI matchmaking assistant.

• Dollar General falls on cautious outlook for 2026.

• Fun fact: Ben Affleck sells his AI company to Netflix for $600M
  

Market update for Wednesday March 11, 2026

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In today’s episode:

• Oil prices whipsaw after deleted government tweet about the Strait of Hormuz

• Inflation holds steady as February CPI comes in at 2.4%

• Oracle stock surges after strong AI cloud earnings

• Nvidia invests $2B into Nebius

• Drone company AeroVironment sees shares dive on sales miss

• Fun fact: Meta buys Moltbook, a social network designed for AI agents