The Rundown

Cathie Wood joins to explain “The Great Acceleration” — how five technologies are converging at once: AI, robotics, energy storage, multiomics, and public blockchain. She lays out why Elon Musk and Tesla sit at the center of this shift and how robotaxis could drive the majority of Tesla’s future value sooner than markets anticipate. Wood also weighs in on space-based data centers, the shakeout in...

In today’s weekend deep dive, we’re breaking down the chaos in the silver market. Silver prices went on a historic run before crashing more than 30% in a single day. So what happened? We'll breakdown: Why silver rallied so aggressively in the first place Silver’s critical role in AI, data centers, solar, and EVs The tight supply dynamics that make silver uniquely volatile Why some analysts thi...

Market update for Friday January 30, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold and silver pull back  Trump picks Kevin Warsh to be next Chairman of the Federal Reserve Apple posts a blowout earnings report as iPhone sales surge, but investors focus on rising costs and margin pressure OpenAI planning for Q4 IPO Sandisk surges...

Market update for Thursday January 29, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: The Fed holds rates steady as Powell offers little new guidance Gold and silver rip to record highs after the Fed meeting Tesla beats earnings but makes a massive pivot toward AI and humanoid robots Microsoft sells off despite strong results as AI spe...

Market update for Wednesday January 28, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: US Dollar continues to slide ASML delivers record orders, signaling that AI infrastructure spending is still accelerating China approves sales of Nvidia’s H200 chips to major tech firms Amazon announces 16,000 corporate layoffs Starbucks shares jump...

Market update for Tuesday January 27, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold hits record levels while the dollar slides and Bitcoin falls behind Health insurers sink after the Trump administration signals tighter Medicare Advantage payments GM shares jump as the automaker leans into gas-powered trucks and boosts buybacks...

Market update for January 26, 2026. Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Gold and silver surge as money flows into hard assets Nvidia invests another $2B into CoreWeave to accelerate AI data center expansion OpenAI ramps up efforts to win enterprise customers and take share from Anthropic USA Rare Earth rallies after US Government...

Kyla Scanlon, Author of "In This Economy?” joins The Rundown to unpack why markets and the global economy increasingly feel like a reality TV show. We break down the end of the “Great Moderation,” the bond market’s new role as a check on political power, and why uncertainty may be the defining economic force of the next decade. Kyla and Zaid dive into Japan’s fragile bond market, the unraveli...

Rocket Lab is often labeled the “other SpaceX” — but that misses what actually makes the company interesting. In this weekend deep dive, we break down what Rocket Lab really does, from its Electron rocket to its fast-growing satellite manufacturing business. We dig into CEO Peter Beck’s origin story, the company’s vertically integrated model, and why its upcoming Neutron rocket could be a game-cha...

Market update for January 23, 2026 Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode: Global investors quietly diversify away from U.S. assets, fueling gains in gold and emerging markets Intel shares slide after the chipmaker admits it can’t keep up with surging AI data-center demand TikTok finalizes a deal to stay in the U.S., reshaping owners...

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...