Market update for January 15, 2026

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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 around Iran ease, pulling energy stocks lower
• Tesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue

Market update for January 14, 2026

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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 since 2018

Market update for January 13, 2026

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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 beat

• Nvidia and Eli Lilly announce a $1B partnership to use AI in drug discovery

• Market movers: Intel and AMD rally, Delta slides after earnings

Market update for January 12, 2026

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• 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 explains why Fed independence matters, how political pressure warped decisions in 1929, and what today’s bond market may be quietly signaling. Plus, a sharp debate on speculation, prediction markets, AI hype, and why the Dow remains relevant.

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 with Uber — and the bear case facing an industry stuck in an EV winter. By the end, you’ll understand why 2026 may be the make-or-break year for one of the most ambitious EV companies on the road.

Market update for January 9, 2026

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• 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 after taking another EV-related charge

• Fun fact: Millions of people (and doctors) are turning to AI for health advice as OpenAI launches ChatGPT Health

Market update for January 8, 2026

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• 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 approval
• Fun fact: Anthropic’s quiet AI strategy could beat OpenAI’s business model