The Rundown

Market update for January 22, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Stocks rally after tensions around Greenland ease and investors breathe a sigh of relief Apple works on an AI-powered wearable pin and plans a major Siri overhaul Waymo launches its robotaxi service in Miami as expansion accelerates Moderna surges on promising...

Market update for January 21, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Stocks slide after Trump’s Greenland tariffs rattles markets and sends investors into safe havens Netflix shares fall after earnings as the company signals slower growth and ramps up spending ahead of its Warner deal United Airlines posts strong earnings and s...

Market update for Tuesday, January 20, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. Federal Reserve Deep Dive: watch here Interview with Bloomberg’s Ashley Carmen: watch here In today’s episode: Stocks slide as Trump’s Greenland tariff threat rattles global markets Small caps hit record highs while Big Tech continues to lag Tesla emerges as an early wi...

Ashley Carman, Reporter at Bloomberg, joins The Rundown to break down whether Spotify is entering a more fragile phase under its new co-CEOs. We dig into mounting competitive pressure from YouTube and Netflix, the state of podcast monetization, and whether Spotify still has real pricing power. Carman also explains how AI is quietly reshaping the creator economy—and what it all means for the future...

The Federal Reserve is one of the most powerful institutions in America, yet most people don’t fully understand how it works or why it matters. In this weekend deep dive, Zaid breaks down why the Fed was created, how it evolved into the backbone of the U.S. financial system, and the critical role it has played during the Great Depression, World War II, the 2008 financial crisis, and the COVID-19 p...

Market update for January 16, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In Today’s Episode: Zaid quoted in the WSJ: “he just has aura” Eli Lilly and Novo Nordisk hit with antitrust lawsuit Netflix expands its Sony Pictures deal and pushes further into video podcasts Energy stocks slide after the White House unveils a plan to stop power bills from goi...

Market update for January 15, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Investors drop tech and rotate to small caps TSMC delivers blowout quarter and signals even more AI-driven spending in 2026 Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surge Oil prices slide as geopolitical tensions aroun...

Market update for January 14, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold and Silver rally shows no signs of slowing down Bitcoin breaks out of range  Bank of America, Wells Fargo and Citigroup earnings recap Netflix considers an all-cash bid for WBD as Paramount tries to crash the deal Boeing outsells Airbus for the first time...

Market update for January 13, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: • Google crosses $4 trillion after Apple taps Gemini to power Siri • CPI comes in as expected, with inflation holding steady at 2.7% • What the latest inflation data means for the Fed and rate cuts • JPMorgan kicks off earnings season with a big trading-driven...

Market update for January 12, 2026 Follow us on Instagram ( ⁠@TheRundownDaily⁠ ) for bonus content and instant reactions. DOJ opens criminal investigation against Federal Reserve Walmart agrees to AI shopping deal with Google Trump proposes 10% interest rate cap on credit cards Allegiant acquires Sun County Airlines for $1.5B Abercrombie cuts Q4 outlook after holiday season

Andrew Ross Sorkin joins The Rundown to break down the lessons of his new book 1929 , and what the most devastating market crash over the last century tells us about the current AI economy. We talk power shifts between Wall Street, Washington, and billionaires — from the 1920s to today — and why there is no amount of 'F You Money' that can over-power President Trump's influence. Sorkin...

The EV hype cycle is over, tax credits are gone, and demand is cooling fast, yet Lucid Motors is doubling down. In this deep dive, we break down Lucid’s turbulent journey from battery startup to luxury EV maker, why production is rising even as losses mount, and how long its Saudi-backed runway really lasts. We examine the bull case around SUVs, battery tech, and a surprise robotaxi partnership wi...

Market update for January 9, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. US economy adds 50k jobs in December, unemployment falls Meta signs nuclear energy deals to power its AI data centers TSMC beats revenue estimates as AI and iPhone demand stay strong, easing fears of an AI bubble Intel jumps on manufactering optimism and Trump praise GM slides aft...

Market update for January 8, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. Google overtakes Apple to become the world’s second-most valuable company Trump threatens to ban Wall Street from buying single-family homes Defense stocks rally after Trump calls for a $1.5 trillion military budget Nvidia regains access to China as H200 chip sales inch closer to...

Market update for January 7, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: storage stocks surge after Nvidia’s Jensen Huang highlights memory demand Discord confidentially files for a U.S. IPO as the tech IPO market heats up Elon Musk’s xAI raises a massive $20B with backing from Nvidia and Cisco Mobileye jumps on its $900M humanoid r...

Market update for Tuesday January 6, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Energy and defense stocks rally as markets react to Venezuela developments Nvidia unveils new AI chips and lays out its plan to power robotaxi fleets Meta delays the global rollout of its Ray-Ban smart glasses due to supply constraints Zeta Global jumps...

Market update for Monday January 5, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: U.S. oil stocks rally as investors bet on long-term upside in Venezuela Novo Nordisk launches the first-ever GLP-1 weight-loss pill in the U.S. Mobileye jumps after landing a major U.S. automaker for self-driving tech Comcast slides as its cable spinoff...

In our first deep dive of 2026, we share bold predictions for markets in the year ahead. We break down our top sector pick, a controversial take on the Magnificent 7, and why Wall Street’s overwhelming confidence in 2026 feels unusual. Plus, why one of the most powerful people in tech could be closer to the hot seat than anyone expects.

Market update for January 2, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Tesla misses Q4 delivery estimates as vehicle deliveries fall 16% year over year Luxury retailer Saks prepares for bankruptcy after missing a major debt payment Furniture stocks jump after Trump delays tariff hikes on imports Oil prices slide as global supply...

Market update for Wednesday December 31, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Nvidia prepares to ramp H200 chip production as demand from China explodes Warner Bros. Discovery plans to reject Paramount’s revised takeover offer Nike stock jumps on insider buying as Rivian slides on CEO stock sales Warren Buffett officially ste...

Market update for Tuesday December 30, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Silver and gold see wild swings as metals trade like meme assets Meta buys AI startup Manus for more than $2 billion Tesla deliveries expected to drop for 2nd year in a row  Copper prices surge to record highs as AI data centers fuel demand Fun fact:...

Market update for Monday December 29, 2025 Interview with Jason Ware, CIO of Albion Financial Space Stocks Deep Dive Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Lululemon’s founder launches proxy fight to shake up the board Nvidia finalizes a $5B investment in Intel DigitalBridge stock soars on SoftBank acquisition Silver pulls back afte...

Will AI power the Mag 7 to another banner year in 2026, or is market leadership about to change? Jason Ware, CIO of Albion Financial , explains why strong earnings and relentless AI investment continue to support stocks. Ware and Zaid unpack why tariffs didn’t derail the economy, whether investor concerns around AI-driven debt are overblown, and how Big Tech is thinking about capex. Plus, Ware giv...

Space is no longer just science fiction—it’s becoming the next battleground for tech, AI, and Wall Street. As SpaceX inches toward a potential IPO and government support accelerates the new space race, investors are piling into anything tied to orbit. In this weekend deep dive, we explore why space stocks are suddenly on fire and which companies could actually benefit as the industry scales. Will...

Market update for Friday December 26, 2025 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode:  Nvidia makes $20B deal with AI chip company Groq Silver & gold prices continue historic rally Memory chip stocks jump on AI-driven price hikes Biohaven shares nosedive on depression drug trial failure Coca-Cola responsible for modern day Santa Cla...