The Rundown Claude Gets More Powerful, Nintendo Cuts Switch 2 Production
25 snips
Mar 24, 2026 Market moves and gold’s sharp drop dominate the opening. A major shift toward AI agents and Anthropic’s Claude controlling computers takes center stage. Nintendo reportedly trims Switch 2 production after weak holiday demand and pricing issues. Private credit liquidity concerns surface as Apollo limits withdrawals. Apple Maps may soon show ads, signaling expansion of services revenue.
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Risk Sentiment Fueled Monday Rally
- Market rally was driven by optimism over US-Iran talks and a Trump announcement pausing strikes, pushing S&P up 1.1% and Nasdaq 1.3% on Monday.
- Brent crude fell ~10% to $99, but Zaid warns oil may stay elevated until the Strait of Hormuz fully reopens.
Gold Falling Despite Geopolitical Risks
- Gold is down ~20% since its January peak because rising rate expectations make gold less attractive despite geopolitical risk.
- Zaid links gold's decline to the market fearing Fed hikes if oil-driven inflation resurges.
Claude Moves From Chat To Agent
- Anthropic's Claude can now remotely control your computer to open apps, navigate browsers, and fill spreadsheets, marking a shift from chatbots to AI agents.
- Zaid frames this as part of an industry land grab against OpenAI after viral 'Open Claw' agent tech.