Market update for Tuesday January 27, 2026.

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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
• Micron rallies on a $24B chip investment while Boeing slides despite solid earnings
• Michael Burry says he’s buying GameStop

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 takes 10% stake

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 unraveling of the yen carry trade, and how global capital flows could push borrowing costs higher in the U.S. Finally, Kyla explains how China is gaining soft power through energy and AI, and whether there’s still reason to be optimistic about America’s economic future.