Market update for Thursday February 12, 2026

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In today’s episode:

• AI disruption concerns continue to pressure financial and software stocks
• McDonald’s U.S. same-store sales jump 6.8%
• Kraft Heinz pauses its planned breakup and commits $600M to revive growth
• Viking Therapeutics rallies as it advances its oral obesity pill to Phase 3 trials
• Cisco beats earnings but falls on margin pressure and cautious AI guidance
• Fun Fact: Americans are spending more of the workday sitting

Market update for Wednesday February 11, 2026

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In today’s episode:

• AI disruption fears spread from software to financial stocks

• U.S. adds 130,000 jobs in January, unemployment falls to 4.3%

• Ford reports an $11.1B quarterly loss after a surprise $900M tariff hit

• Activist investor takes $200M stake in WBD,  pushes board to reconsider $72B Netflix deal

• Beta Technologies jumps after Amazon stake disclosure

• Lyft plunges on revenue miss, despite $1B buyback

• New poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain

Market update for Tuesday February 10, 2026

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In today’s episode:

• Markets rebound as tech stocks lead the rally. International stocks outperform US so far in 2026

• Spotify delivers blowout earnings, setting a record for user growth 

• TSMC posts strong January sales, easing concerns around AI chip demand and benefiting from potential tariff relief

• AppLovin shares jump after a short seller retracts key allegations tied to a major shareholder

• Coca-Cola stock slides following mixed earnings and cautious outlook as consumers pull back on spending

• Fun fact: MrBeast is getting into the banking business

Market update for Monday February 9, 2026

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In today’s episode:

• Stocks rally to end last week, but Wall Street remains skeptical of the bounce

• Novo Nordisk sues Hims over alleged copycat weight-loss drugs and GLP-1 patents

• China urges banks to limit exposure to U.S. Treasuries, rattling bond markets

• Super Bowl betting hits a record as prediction markets take share from sportsbooks

We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co.

Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.

Sandisk’s stock has gone up over 1,500% in the last 12 months, so what is causing this surge?

In today’s deep dive, Zaid breaks down how Sandisk went from a boring storage company to the hottest stock in the S&P 500. He explains what Sandisk actually does, why AI data center demand has completely reshaped the NAND memory market, the bull case moving forward and the risks tied to the memory cycle and rising competition

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Check out the Public app for incredible investing tools and to support the show (LINK)

Market update for Friday February 6, 2026

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In today’s episode:

• Bitcoin suffers its worst selloff since the FTX collapse as crypto markets melt down
• Amazon shares slide after the company unveils a massive $200B AI capex plan
• Nvidia delays new gaming chips because of memory shortage
• Roblox pops after blowout bookings growth and strong user momentum
• Hims slides after warning from FDA and Novo about copycat pill 
• A look at the business behind the 2026 Winter Olympics kicking off in Italy

Market update for Thursday February 5, 2026

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In today’s episode:

• Tech stocks slide for a second straight day as market continues to broaden
• Google crushes earnings, but massive AI capex plans raise concerns on Wall Street
• SpaceX looks to fast-track its way into major stock indexes ahead of a potential IPO
• Snap surprises investors with a rare profitable quarter, while Qualcomm sinks on weak guidance
• Fun fact: Nintendo brings back the Virtual Boy
  

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