The Rundown

Market update for January 15, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Investors drop tech and rotate to small capsTSMC delivers blowout quarter and signals even more AI-driven spending in 2026Goldman Sachs and Morgan Stanley post strong earnings as trading and deal activity surgeOil prices slide as geopolitical tensions around Iran ease, pulling energy stocks lowerTesla moves Full Self-Driving to a subscription-only model as it leans harder into software revenue

Market update for January 14, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold and Silver rally shows no signs of slowing downBitcoin breaks out of range Bank of America, Wells Fargo and Citigroup earnings recapNetflix considers an all-cash bid for WBD as Paramount tries to crash the dealBoeing outsells Airbus for the first time since 2018

Market update for January 13, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.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, 2026Follow us on Instagram (⁠@TheRundownDaily⁠) for bonus content and instant reactions.DOJ opens criminal investigation against Federal ReserveWalmart agrees to AI shopping deal with GoogleTrump proposes 10% interest rate cap on credit cardsAllegiant acquires Sun County Airlines for $1.5BAbercrombie 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.