The Rundown

Market update for Thursday January 29, 2026
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In today’s episode:
The Fed holds rates steady as Powell offers little new guidance
Gold and silver rip to record highs after the Fed meeting
Tesla beats earnings but makes a massive pivot toward AI and humanoid robots
Microsoft sells off despite strong results as AI spending and cloud growth raise concerns
Meta surges on earnings as its ad business powers aggressive AI investments
Southwest Airlines jumps on a bullish profit outlook
Las Vegas Sands slides after weaker-than-expected results in Macao
Fun Fact: Apple hits its longest weekly losing streak since 1993 ahead of earnings

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.