Market Rally and Iran Pause

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