Podcast:The Rundown Published On: Wed Feb 04 2026 Description: Market update for Wednesday February 4, 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:Software stocks sell off as new AI tools from OpenAI and Anthropic spark fears of disruptionEli 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