SpaceX Merges with xAI, Palantir Delivers Blowout Earnings

SpaceX Merges with xAI, Palantir Delivers Blowout Earnings

Market update for Tuesday February 3, 2026

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In today’s episode:

  • SpaceX merges with xAI, creating the most valuable private company on Earth
  • Palantir shares surge after blowout earnings and strong guidance driven by AI demand
  • Disney officially names Josh D’Amaro as its next CEO, ending a long succession saga

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Episoder(708)

TSMC Signals More AI Spending, Tesla Makes Changes to FSD

TSMC Signals More AI Spending, Tesla Makes Changes to FSD

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...

15 Jan 10min

Banks Cash In on Volatility, Boeing Outsells Airbus

Banks Cash In on Volatility, Boeing Outsells Airbus

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 break...

14 Jan 9min

CPI Steady at 2.7%, Nvidia and Eli Lilly Announce $1B Partnership

CPI Steady at 2.7%, Nvidia and Eli Lilly Announce $1B Partnership

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 Sir...

13 Jan 9min

DOJ Launches Criminal Investigation Against the Fed, Trump Calls for 10% Interest Rate Cap on Credit Cards

DOJ Launches Criminal Investigation Against the Fed, Trump Calls for 10% Interest Rate Cap on Credit Cards

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 shopp...

12 Jan 9min

Andrew Ross Sorkin on Trump’s Unrivaled Economic Power, Fed Politics, and the New Speculative Era

Andrew Ross Sorkin on Trump’s Unrivaled Economic Power, Fed Politics, and the New Speculative Era

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 pow...

12 Jan 26min

Deep Dive: Can Lucid Motors Survive the EV Winter?

Deep Dive: Can Lucid Motors Survive the EV Winter?

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 luxur...

10 Jan 8min

Jobs Report Signals Slowdown, Meta Secures Nuclear Power Deals

Jobs Report Signals Slowdown, Meta Secures Nuclear Power Deals

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 dea...

9 Jan 9min

Trump Shakes Housing and Defense Stocks, Anthropic Raises $10B

Trump Shakes Housing and Defense Stocks, Anthropic Raises $10B

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 threat...

8 Jan 9min

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