Software Stocks Meltdown, Walmart Breaks $1 Trillion

The Rundown · Feb 4, 2026 · 9m

Market update for Wednesday February 4, 2026

Check 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:

Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruption

Eli Lilly surges while Novo Nordisk stumbles, exposing a price war in weight-loss drugsAMD slides after underwhelming guidance

Walmart joins the exclusive $1 trillion market cap club, becoming the first retailer to ever do it