The Rundown

A deep dive into the dramatic silver price swing and the sudden 30% crash. Exploration of silver’s industrial role from solar to AI data centers and EVs. Examination of tight supply dynamics and why most silver is a byproduct. Look at meme and leveraged buying that amplified the rally and how a hawkish Fed pick sparked forced liquidations.

Markets react to a tech sell-off and wild swings in gold, silver and Bitcoin. Trump's pick of Kevin Warsh for the Fed sparks debate over future policy. Apple reports a blowout quarter with a 23% iPhone surge but rising memory and chip costs threaten margins. OpenAI is planning a Q4 IPO. Sandisk jumps on AI-driven storage demand while KLA struggles with supply pressures.

Markets reacted to the Fed holding rates and mixed guidance from Powell. Gold and silver surged to record highs. Tesla pivots dramatically toward AI and humanoid robots while planning massive CapEx. Microsoft flagged cloud and AI spending concerns despite strong results. Meta ramps up ad-driven AI investments and an aggressive capital plan.

Markets react to a sliding US dollar and a key Fed meeting. ASML posts record AI-driven orders and adjusts its workforce. China clears Nvidia H200 chip sales to big tech. Amazon announces 16,000 corporate job cuts while boosting AI capital plans. Starbucks sees first traffic growth in two years and Corning lands a massive AI fiber deal.

Markets swing as gold soars and the dollar slides while Bitcoin lags behind. Health insurers tumble after a major Medicare Advantage payment proposal. GM rallies with a bullish profit outlook, bigger buybacks, and a renewed focus on gas trucks. Micron plans a $24B chip expansion in Singapore amid AI demand. Michael Burry builds a stake in GameStop.

Markets jump into gold and silver as investors seek hard assets. NVIDIA pours $2B into CoreWeave to speed AI data center growth. OpenAI shifts into enterprise sales, aiming to challenge rivals for corporate contracts. U.S. government backs domestic rare earth production with a 10% stake in USA Rare Earth.

Kyla Scanlon, author and commentator on economics and markets, brings sharp macro analysis and writing from Substack and her book. She unpacks the end of the Great Moderation. She explores politics-as-reality-TV and its market fallout. She explains the bond market as a check on power, Japan's role in global rates, and China’s rising energy and AI influence.

A deep look at Rocket Lab’s rockets and rapidly growing satellite manufacturing business. A walkthrough of the company’s vertical integration and why its Neutron vehicle could expand market reach. Discussion of major defense contracts, M&A moves, and Wall Street’s bullish thesis. Also covers competitive pressures, development setbacks, and the financial risks tied to rapid growth.

Global investors quietly shifting away from U.S. assets, boosting gold and emerging markets. Intel admits it is behind on AI data-center demand, prompting questions about its turnaround. A major restructuring keeps TikTok operating in the U.S. with new ownership and algorithm oversight. Natural gas prices jump as a winter storm threatens heating demand. Capital One moves to acquire Brex while live sports continue to draw huge TV audiences.

Markets are on the rise as tensions over Greenland ease, sparking investor relief. Apple is rumored to be developing an AI-powered wearable pin, linking it to a major Siri update. Waymo has launched its robotaxi service in Miami, signaling rapid expansion plans. Meanwhile, Moderna's promising cancer vaccine results have driven its stock up, while Ubisoft faces challenges with project cancellations and a sharp stock drop. Spotify introduces AI-powered playlists for premium users, enhancing the music experience.