The Rundown

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

Market update for Friday January 30, 2026
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In today’s episode:
Gold and silver pull back 
Trump picks Kevin Warsh to be next Chairman of the Federal Reserve
Apple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressure
OpenAI planning for Q4 IPO
Sandisk surges on booming AI-driven memory demand while KLA slides on supply constraints
Elon considers potential SpaceX merger with xAI ahead of IPO

Market update for Thursday January 29, 2026
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In today’s episode:
The Fed holds rates steady as Powell offers little new guidance
Gold and silver rip to record highs after the Fed meeting
Tesla beats earnings but makes a massive pivot toward AI and humanoid robots
Microsoft sells off despite strong results as AI spending and cloud growth raise concerns
Meta surges on earnings as its ad business powers aggressive AI investments
Southwest Airlines jumps on a bullish profit outlook
Las Vegas Sands slides after weaker-than-expected results in Macao
Fun Fact: Apple hits its longest weekly losing streak since 1993 ahead of earnings