The Rundown

Market reactions to geopolitical shocks and shifting investor sentiment. A Fed meeting preview with dot-plot implications and oil-driven inflation risks. Nvidia resumes AI chip sales in China after approvals. A drone-swarm company rockets on its IPO debut. Amazon experiments with one-hour and three-hour paid delivery options.

NVIDIA unveils new chips, predicts massive AI revenue and outlines an inference-focused strategy. A major partnership aims to bring NVIDIA software to robo-taxis. OpenAI reportedly trims experimental projects to prioritize enterprise products. Airline demand lifts Delta’s outlook while Eli Lilly faces a downgrade amid weight-loss market concerns. Regulators may consider moving to semiannual financial reporting.

Market update for Monday March 16, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:• Meta signs a massive $27B AI infrastructure deal with Nebius as the company reportedly considers layoffs and delays its next AI model• Peloton launches new commercial bikes and treadmills for gyms in an attempt to revive growth• Market movers: Micron jumps on AI memory expansion while Public Storage falls after a $10.5B acquisition deal• Fun Fact: FedEx overtakes UPS in market value for the first time ever

Dave Stephenson, Airbnb’s Chief Business Officer who leads global markets and expansion into services and hotels, talks growth beyond short-term rentals. He covers how mega events boost demand. He outlines pilots like grocery delivery and airport pickups. He explains hotel partnerships for solo and business travelers. He shares how AI and new booking tools are shaping Airbnb’s next phase.

Explores how a telehealth company rode the GLP-1 craze to rapid growth and then faced an FDA crackdown and legal battle with a major drugmaker. Covers the surprise partnership that reshaped the conflict and why regulators praised the deal. Looks at the company’s 2025 performance, global expansion plans, and the key risks to revenue, margins, and the new business model.

Oil surges past $100 after the Strait of Hormuz is closed, shaking global supply and markets. A major tech CEO announces a leadership change amid subscription and AI concerns. Tesla posts a big sales rebound in China while rivals falter. Fertilizer prices spike, squeezing farmers. Luxury retail warns of slower growth and baseball team values soar despite tiny profits.

Oil spikes past $100 as Mideast shipping disruptions shake markets. A major drugmaker warns about contaminated copycat weight-loss treatments and regulatory fights around compounded medicines heat up. Big private credit firms impose withdrawal limits amid rising redemption pressure and risky loans. A dating app unveils an AI matchmaker and a Hollywood AI startup lands a nine-figure buyout.

Markets swing on a deleted government tweet that sent oil prices reeling. Inflation data for February lands at 2.4% amid talk that the number may already miss recent price moves. Oracle rallies after a huge AI cloud revenue beat and guidance bump. Nvidia drops a $2B investment into Nebius, fueling a race for GPU access. AeroVironment stumbles on weaker sales, and Meta buys a robot-focused social network.

Markets roared back after wild intraday swings sparked by an oil spike that quickly reversed. Coverage of a major antitrust settlement reshaping the live events landscape. Tech and auto moves include Rivian’s upgraded R2 buzz and Zoox expanding robotaxi tests. Retail troubles highlighted by Kohl’s ongoing sales slump.

Markets react to oil surging past $100 a barrel and the supply shocks behind the move. A surprising legal truce leads to a commercial deal over weight-loss drugs. Big tech pares back a major data center expansion. New names join the S&P 500 and travel stocks wobble amid higher fuel costs. Plus a notable Pixar box office win.