The Rundown

Markets rebound with tech stocks leading a lively rally. International markets outshine the US on early 2026 strength. Spotify posts a record surge in user growth. TSMC shows big sales gains, signaling real AI chip demand. AppLovin stock jumps after a retraction, while Coca-Cola faces mixed results. MrBeast moves into teen banking.

A market recap on last week’s rally and why traders remain cautious. Coverage of Novo Nordisk suing Hims over alleged copycat GLP-1 weight-loss drugs and related regulatory fallout. China asking banks to curb new U.S. Treasury purchases and how that rattles bond markets. A record-breaking Super Bowl for betting and the rise of prediction markets.

Jason Helfstein, Head of Internet Research at Oppenheimer & Co., gives quick takes on Amazon, Google and Uber. He unpacks massive AI and cloud capex, why investors balk at long payoff horizons, and how search and Gemini could drive faster ROI at Google. He also weighs Amazon’s catch-up AI push and Uber’s positioning amid robo-taxi and promotional pressures.

A deep look at how a storage maker surged to the top of the S&P 500. Covers what NAND flash memory is and how it powers devices and data centers. Explores how AI data center demand rewired the memory market and sparked price and margin explosions. Examines multi-year supply deals, the risk of overbuilding, and the psychology of chasing a massive rally.

Markets wobble as Bitcoin plunges and crypto faces a sudden selloff. Big tech trembles after a massive $200B AI capex reveal rattles investors. Chipmakers delay gaming GPU launches amid memory shortages. Roblox rallies on explosive bookings and user growth. Health startup stumbles amid regulatory and legal warnings over a weight-loss pill.

Tech stocks slide for a second day as market rotation picks up pace. Google's huge Q4 results clash with its $180B AI capex plan, spooking investors. SpaceX is racing to secure index inclusion after an IPO. Snap posts a rare profit while trimming users. Qualcomm tumbles on weak guidance tied to memory shortages. Nintendo teases a Virtual Boy–style VR comeback.

A deep dive into a $300B software sell-off as new AI tools from OpenAI and Anthropic unsettle enterprise pricing and demand. A pharma showdown unfolds with Eli Lilly surging while Novo Nordisk warns of a tougher 2026. Chipotle traffic slides and AMD stumbles after cautious guidance. Walmart celebrates a $1 trillion market cap and pivots toward a tech-like identity on Nasdaq.

A blockbuster tech merger combines a space company with an AI firm to create the most valuable private company on Earth. A software data company posts massive AI-driven revenue growth and lifts guidance. Chipmakers team up on AI memory innovations while a major payments firm stumbles and a media giant completes a long-awaited CEO succession.

A market update covering a sharp crash in gold, silver and bitcoin and what's driving the downturn. Discussion of Disney’s earnings beat and rising CEO succession anxiety. Oracle’s bold plan to raise up to $50 billion to fuel massive AI data center builds. A rebound in Unity after AI fears and uncertainty around a potential NVIDIA–OpenAI deal. Signs the housing market is tipping back toward buyers.

Cathie Wood, founder and CEO of ARK Invest known for backing disruptive tech, lays out her 'Great Acceleration' where AI, robotics, energy storage, multiomics, and blockchain converge. She explains why Tesla and robo-taxis could capture huge future value. Topics include AI-driven capex, shifting software models, space-based data center ideas, and why Bitcoin and gold serve different stores of value.