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