Market update for Wednesday January 28, 2026

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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 after traffic grows for the first time in two years
• Corning slips on guidance despite landing a massive $6B AI fiber deal with Meta
• Fun fact: Zoom’s early investment in Anthropic could now be worth up to $4 billion
  

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

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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.

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-changer. Plus, the bull and bear case on Rocket Lab’s stock as space spending, defense contracts, and competition with SpaceX heat up.

Market update for January 23, 2026

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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 ownership but keeping its algorithm in place
• Natural gas prices surge as a major winter storm threatens nearly half the country
• Capital One stock falls after announcing a $5.15B acquisition of fintech Brex
• College football and the NFL deliver massive ratings, proving live sports still dominate TV

Market update for January 22, 2026

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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 cancer vaccine
• Ubisoft sinks after canceling multiple game projects and shutting studios
• Spotify rolls out AI-powered prompted playlists for premium users

Market update for January 21, 2026

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• 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 says it could deliver record profits in 2026 as travel demand stays hot
• GameStop jumps after CEO Ryan Cohen buys more stock
• Kraft Heinz drops on a potential Berkshire exit
• Fun fact: K-Pop Demon Hunters became Netflix’s most-watched title ever