The Rundown

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.

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