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About this episode
Market update for Tuesday February 3, 2026
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In today’s episode:
- SpaceX merges with xAI, creating the most valuable private company on Earth
- Palantir shares surge after blowout earnings and strong guidance driven by AI demand
- Disney officially names Josh D’Amaro as its next CEO, ending a long succession saga
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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