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 luxury EV maker, why production is rising even as losses mount, and how long its Saudi-backed runway really lasts. We examine the bull case around SUVs, battery tech, and a surprise robotaxi partnership with Uber — and the bear case facing an industry stuck in an EV winter. By the end, you’ll understand why 2026 may be the make-or-break year for one of the most ambitious EV companies on the road.

Market update for January 9, 2026

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• US economy adds 50k jobs in December, unemployment falls

• Meta signs nuclear energy deals to power its AI data centers

• TSMC beats revenue estimates as AI and iPhone demand stay strong, easing fears of an AI bubble

• Intel jumps on manufactering optimism and Trump praise

• GM slides after taking another EV-related charge

• Fun fact: Millions of people  (and doctors)  are turning to AI for health advice as OpenAI launches ChatGPT Health

Market update for January 8, 2026

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• Google overtakes Apple to become the world’s second-most valuable company
• Trump threatens to ban Wall Street from buying single-family homes
• Defense stocks rally after Trump calls for a $1.5 trillion military budget
• Nvidia regains access to China as H200 chip sales inch closer to approval
• Fun fact: Anthropic’s quiet AI strategy could beat OpenAI’s business model
  

Market update for January 7, 2026

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In today’s episode:

• storage stocks surge after Nvidia’s Jensen Huang highlights memory demand
• Discord confidentially files for a U.S. IPO as the tech IPO market heats up
• Elon Musk’s xAI raises a massive $20B with backing from Nvidia and Cisco
• Mobileye jumps on its $900M humanoid robotics acquisition
• Deckers slides after analysts downgrade Hoka’s growth outlook
• Web traffic data shows ChatGPT losing ground to Google’s Gemini
  

Market update for Tuesday January 6, 2026

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In today’s episode:

• Energy and defense stocks rally as markets react to Venezuela developments

• Nvidia unveils new AI chips and lays out its plan to power robotaxi fleets

• Meta delays the global rollout of its Ray-Ban smart glasses due to supply constraints

• Zeta Global jumps after announcing a partnership with OpenAI
• Natural gas prices slide as warm weather pressures demand
  
• Condo prices see their biggest decline in over a decade — and you can now bet on housing prices

Market update for Monday January 5, 2026

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In today’s episode:

• U.S. oil stocks rally as investors bet on long-term upside in Venezuela

• Novo 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 tech

• Comcast slides as its cable spinoff Versant officially begins trading

• CES 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.

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In today’s episode:

• Tesla misses Q4 delivery estimates as vehicle deliveries fall 16% year over year
• Luxury retailer Saks prepares for bankruptcy after missing a major debt payment
• Furniture stocks jump after Trump delays tariff hikes on imports
• Oil prices slide as global supply continues to outpace demand
• Disney caps off a massive year at the box office with $6.5B in ticket sales

Market update for Wednesday December 31, 2025

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In today’s episode:

• Nvidia prepares to ramp H200 chip production as demand from China explodes

• Warner Bros. Discovery plans to reject Paramount’s revised takeover offer

• Nike stock jumps on insider buying as Rivian slides on CEO stock sales

• Warren Buffett officially steps down after one of the greatest investing runs ever

Market update for Tuesday December 30, 2025

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In today’s episode:

• Silver and gold see wild swings as metals trade like meme assets

• Meta buys AI startup Manus for more than $2 billion

• Tesla deliveries expected to drop for 2nd year in a row 

• Copper prices surge to record highs as AI data centers fuel demand

• Fun fact: International stocks outperformed U.S. stocks by the widest margin since 2009