The Rundown

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.