The Rundown

Market update for January 23, 2026
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In today’s episode:
Global investors quietly diversify away from U.S. assets, fueling gains in gold and emerging markets
Intel shares slide after the chipmaker admits it can’t keep up with surging AI data-center demand
TikTok finalizes a deal to stay in the U.S., reshaping ownership but keeping its algorithm in place
Natural gas prices surge as a major winter storm threatens nearly half the country
Capital One stock falls after announcing a $5.15B acquisition of fintech Brex
College football and the NFL deliver massive ratings, proving live sports still dominate TV

Market update for January 22, 2026
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In today’s episode:
Stocks rally after tensions around Greenland ease and investors breathe a sigh of relief
Apple works on an AI-powered wearable pin and plans a major Siri overhaul
Waymo launches its robotaxi service in Miami as expansion accelerates
Moderna surges on promising cancer vaccine
Ubisoft sinks after canceling multiple game projects and shutting studios
Spotify rolls out AI-powered prompted playlists for premium users

Market update for January 21, 2026
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In today’s episode:
Stocks slide after Trump’s Greenland tariffs rattles markets and sends investors into safe havens
Netflix shares fall after earnings as the company signals slower growth and ramps up spending ahead of its Warner deal
United Airlines posts strong earnings and says it could deliver record profits in 2026 as travel demand stays hot
GameStop jumps after CEO Ryan Cohen buys more stock
Kraft Heinz drops on a potential Berkshire exit
Fun fact: K-Pop Demon Hunters became Netflix’s most-watched title ever

Market update for Tuesday, January 20, 2026.
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Federal Reserve Deep Dive: watch here
Interview with Bloomberg’s Ashley Carmen: watch here
In today’s episode:
Stocks slide as Trump’s Greenland tariff threat rattles global markets
Small caps hit record highs while Big Tech continues to lag
Tesla emerges as an early winner as Canada reopens its market to Chinese-made EVs
Netflix goes all-cash in its bidding war for Warner Bros
Winners and losers from today’s market, including RAPT Therapeutics and 3M
The NYSE is exploring 24/7 trading for digital stocks

Ashley Carman, Reporter at Bloomberg, joins The Rundown to break down whether Spotify is entering a more fragile phase under its new co-CEOs. We dig into mounting competitive pressure from YouTube and Netflix, the state of podcast monetization, and whether Spotify still has real pricing power. Carman also explains how AI is quietly reshaping the creator economy—and what it all means for the future of the platform.