The Rundown

Market update for January 7, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:storage stocks surge after Nvidia’s Jensen Huang highlights memory demandDiscord confidentially files for a U.S. IPO as the tech IPO market heats upElon Musk’s xAI raises a massive $20B with backing from Nvidia and CiscoMobileye jumps on its $900M humanoid robotics acquisitionDeckers slides after analysts downgrade Hoka’s growth outlookWeb traffic data shows ChatGPT losing ground to Google’s Gemini

Market update for Tuesday January 6, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Energy and defense stocks rally as markets react to Venezuela developmentsNvidia unveils new AI chips and lays out its plan to power robotaxi fleetsMeta delays the global rollout of its Ray-Ban smart glasses due to supply constraintsZeta Global jumps after announcing a partnership with OpenAINatural gas prices slide as warm weather pressures demandCondo prices see their biggest decline in over a decade — and you can now bet on housing prices

Market update for Monday January 5, 2026Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:U.S. oil stocks rally as investors bet on long-term upside in VenezuelaNovo Nordisk launches the first-ever GLP-1 weight-loss pill in the U.S.Mobileye jumps after landing a major U.S. automaker for self-driving techComcast slides as its cable spinoff Versant officially begins tradingCES kicks off in Vegas as tech giants test consumer demand for AI hardware

In our first deep dive of 2026, we share bold predictions for markets in the year ahead. We break down our top sector pick, a controversial take on the Magnificent 7, and why Wall Street’s overwhelming confidence in 2026 feels unusual. Plus, why one of the most powerful people in tech could be closer to the hot seat than anyone expects.

Market update for January 2, 2026.Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.In today’s episode:Tesla misses Q4 delivery estimates as vehicle deliveries fall 16% year over yearLuxury retailer Saks prepares for bankruptcy after missing a major debt paymentFurniture stocks jump after Trump delays tariff hikes on importsOil prices slide as global supply continues to outpace demandDisney caps off a massive year at the box office with $6.5B in ticket sales