The Rundown

Market update for April 24, 2026.
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In today’s episode:
Intel hits record highs after strong earnings and signs that AI demand is boosting demand for CPUs

Nike, Meta, and Microsoft cut jobs as corporate America pushes for more efficiency

MaxLinear jumps on AI data center demand, while Boyd Gaming falls on weaker Las Vegas results

A U.S. soldier is accused of using classified information to make more than $400K betting on Polymarket

Market update for Thursday April 23, 2026
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In today’s episode:
Tesla beat on profit and free cash flow, but Elon’s new $25 billion spending plan on robots, robotaxis, and AI made investors nervous.

Lululemon named former Nike exec Heidi O’Neill as its next CEO as the brand tries to turn around its struggling U.S. business.

Texas Instruments surged on strong earnings, while ServiceNow sank as software investors stayed in full panic mode.

The Trump administration is reportedly close to rescuing Spirit Airlines with a potential $500 million government lifeline.

Market update for April 22, 2026.
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In today’s episode:
Kevin Warsh faces tough questions over Fed independence
SpaceX strikes a $60 billion AI deal with coding startup Cursor
Palantir signs a $300 million USDA deal to help safeguard the food supply
Boeing shares rise after reporting a smaller-than-expected loss
Vertiv falls despite strong AI data center demand
Average tax refunds are up more than 11% this season

Market update for Tuesday April 21, 2026
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In today’s episode:
March retail sales come in stronger than expected as consumers keep spending
Tim Cook steps down as Apple CEO, with hardware chief John Ternus set to take over
Amazon expands its partnership with Anthropic in a massive new AI infrastructure deal
UnitedHealth rallies after a strong earnings report and improved medical cost trends
Alaska Air drops after suspending guidance due to soaring jet fuel costs
Plus, why older Americans now own a growing share of the U.S. stock market

Market update for April 20, 2026. 
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In today’s episode:
The Strait of Hormuz is closed again after Iran reversed course over the weekend, sending oil prices higher

Meta is reportedly preparing another major round of layoffs

Google is in talks with Marvell to develop new AI chips

TopBuild shares jump after QXO announces a $17 billion acquisition deal

AST SpaceMobile drops after Blue Origin places one of its satellites in the wrong orbit

Inspire Brands, may be heading back to the public markets with a potential $2 billion IPO