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Nvidia's Record $150B Buyback, Meta Poaches MongoDB's CEO

The Rundown

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About this episode

Market update for September 28, 2026

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In today’s episode, Zaid covers:

  • Why stocks are holding up even as Treasury yields hover near multi-decade highs and oil jumps again

  • Nvidia’s new platform designed to keep AI agents under control, and its record $150 billion buyback authorization

  • MongoDB getting crushed after CEO CJ Desai leaves for Meta

  • Roblox falling after Jefferies warns its post-earnings rally got ahead of the fundamentals

  • SpaceX sending Starship into orbit for the first time

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Nvidia's Record $150B Buyback, Meta Poaches MongoDB's CEO

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