The Rundown

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, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.US economy adds 50k jobs in December, unemployment fallsMeta signs nuclear energy deals to power its AI data centersTSMC beats revenue estimates as AI and iPhone demand stay strong, easing fears of an AI bubbleIntel jumps on manufactering optimism and Trump praiseGM slides after taking another EV-related chargeFun fact: Millions of people  (and doctors)  are turning to AI for health advice as OpenAI launches ChatGPT Health

Market update for January 8, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.Google overtakes Apple to become the world’s second-most valuable companyTrump threatens to ban Wall Street from buying single-family homesDefense stocks rally after Trump calls for a $1.5 trillion military budgetNvidia regains access to China as H200 chip sales inch closer to approvalFun fact: Anthropic’s quiet AI strategy could beat OpenAI’s business model

Market update for January 7, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:storage stocks surge after Nvidia’s Jensen Huang highlights memory demandDiscord confidentially files for a U.S. IPO as the tech IPO market heats upElon Musk’s xAI raises a massive $20B with backing from Nvidia and CiscoMobileye jumps on its $900M humanoid robotics acquisitionDeckers slides after analysts downgrade Hoka’s growth outlookWeb traffic data shows ChatGPT losing ground to Google’s Gemini

Market update for Tuesday January 6, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Energy and defense stocks rally as markets react to Venezuela developmentsNvidia unveils new AI chips and lays out its plan to power robotaxi fleetsMeta delays the global rollout of its Ray-Ban smart glasses due to supply constraintsZeta Global jumps after announcing a partnership with OpenAINatural gas prices slide as warm weather pressures demandCondo prices see their biggest decline in over a decade — and you can now bet on housing prices