The Rundown

Market update for Friday February 20, 2026
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In today’s episode:
Supreme Court rules against Trump's tariffs
Nvidia lowers OpenAI investment to $30B
Blue Owl flashes warnings signs for private credit industry
Opendoor points to profitability by year-end
Newmont's gold production slows amid gold surge
2025 was the best year for hedge funds since 2009

Market update for Thursday February 19, 2026
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In today’s episode:
Bitcoin drops near 2026 lows as crypto enthusiasm fades
Walmart beats on earnings but issues cautious guidance
Figma revenue jump 40% as AI monetization accelerates
Etsy sells Depop to eBay for $1.2B
Carvana stock slides after earnings miss
Amazon surpasses Walmart in annual revenue

Market update for Wednesday February 18, 2026 

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In today’s episode, Zaid covers:
Berkshire Hathaway slashes Amazon stake, trims Apple
Gold and silver pull back after recent run
Meta strikes multiyear deal to buy millions of Nvidia AI chips
Uber invests $100M in autonomous vehicle charging hubs
Caesars jumps on Vegas rebound
Sandisk falls after Western Digital announces $3.1B share sale
Record CEO turnover hits Corporate America, and leaders are getting younger

Market update for Tuesday February 17, 2026

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Software Selloff Deep Dive: Spotify, YouTube

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In today’s episode:
Apple brings video to Podcasts, taking on YouTube and Spotify
Warner Bros. reopens talks with Paramount after a sweetened bid
Activist Elliott takes a 10% stake in Norwegian Cruise Line
General Mills cuts its outlook as consumer spending weakens
Logan Paul sells a Pokémon card for $16.5 million

Affirm CEO Max Levchin takes aim at credit cards, explaining how compounding interest and revolving balances keep Americans trapped in debt. He pushes back on claims that Buy Now, Pay Later fuels overspending, weighs the risks of a recession, and argues the real problem isn’t high interest rates — it’s endless revolving debt.