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About this episode
Market update for Wednesday February 25, 2026
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In today’s episode:
- Stripe reportedly considers acquiring PayPal after its stock slump
- Circle stock surges after crushing earnings and strong USDC growth
- Cava jumps on surprise same-store sales growth
- Lucid slides after a wide earnings miss and continued cash burn
- Apple plans to manufacture Mac Mini in Houston
Get every episode summarized
Each time The Rundown publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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