episode-header-image

Jan 26

9m 57s

Nvidia Invests $2B in CoreWeave, OpenAI ...

About this episode

Market update for January 26, 2026.

Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

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

Up next

Trump’s Medicare Proposal Tanks Health Insurance Stocks, GM Delivers Rosy Profit Outlook

Market update for Tuesday January 27, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Gold hits record levels while the dollar slides and Bitcoin falls behindHealth insurers sink after the Trump administration signals tigh ... Show More

Can You Govern the Economy Like a Reality TV Show? (ft. Kyla Scanlon)

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 b ... Show More

Deep Dive: What Rocket Lab Actually Does (And Why It's the Hottest Space Stock)

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 ... Show More

Recommended Episodes

Markets Rebound After Monday’s Drop… And Netflix Streams Higher 4/22/25

<p>Stocks ripping on Wall Street, as markets bounce back after Monday’s sell-off. The sectors seeing the biggest jumps, and how Tesla results are moving the stock. Plus Netflix shrugging off this year’s tariff concerns, jumping nearly 20% as the s&p 500 heads in the other directi ... Show More

This Classic Investment Strategy Is Still Alive in 2025

<p>Is the 60/40 portfolio living up to its reputation of resilience this year? The merit of a classic portfolio of 60% stocks and 40% bonds has been a matter of debate in recent years. A diversified 60/40 strategy failed to protect investors in 2022’s broad market crash—in fact, ... Show More

DraftKings bets on predictions

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-Pop Demon Hunters toys. (01:05) Walmart (WMT) said to halt job offers for candidates who need H-1B visas. (02:15) Episode transcri ... Show More

The Stock Market Is Ultraconcentrated, and It Could Get Worse. Here’s How to Manage the Risks.

<p>Over the past few years, just a few large-cap technology stocks have powered the stock market’s returns. That trend shows no signs of abating anytime soon, as demand for artificial intelligence continues to send the tech sector higher. </p><p>A highly concentrated market can—a ... Show More

The $16 Trillion Stock Rally

The stock market rally has added $16 Trillion in market capitalization so far this year, and momentum is still in the drivers’ seat. What, if anything, can slow the rally down? Legendary Tech investor Dan Niles breaks down the bull between the horns, but warns of a fowl Thanksgiv ... Show More

Time for a Bull Market Correction?

<p>As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.</p><p>Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ... Show More

Lemon LIVE at 5 | BREAKING: The Economy is Tanking!! - March 10th, 2025

Hey there Lemon Community! We knew the economy was looking shaky, but this? After today’s brutal stock market drop, it’s time to ask—are we officially in freefall? Wall Street took a nosedive, and the signs aren’t looking great. Tonight, Don is joined by reporter Lauren Egan and ... Show More

Rate Rescue Reality Check

<p>Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market opened at 9:30AM. While this gain faded to a loss by the end of the day, the initial surge can only be rationalized in one wa ... Show More

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More

⚡🧃 “The energy drink stock up 4,000%” — Celsius’ lucky surge. Barbie & Ken’s GDP surprise. Ford’s negotiation lesson.

The #1 stock on Wall Street? It’s Celsius Energy Drink, up 4,000% in the last 5 years — But this overnight success was actually 20 years in the making.Barbie powered Mattel to great earnings and America’s GDP soared 4.9% higher this summer — But stocks are falling because investo ... Show More