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businessFeb 11, 20269:59pending

Jobs Report Blow Past Forecasts, Ford Hit With $900M Tariff Shock

The Rundown

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About this episode

Market update for Wednesday February 11, 2026

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In today’s episode:

  • AI disruption fears spread from software to financial stocks

  • U.S. adds 130,000 jobs in January, unemployment falls to 4.3%

  • Ford reports an $11.1B quarterly loss after a surprise $900M tariff hit

  • Activist investor takes $200M stake in WBD,  pushes board to reconsider $72B Netflix deal

  • Beta Technologies jumps after Amazon stake disclosure

  • Lyft plunges on revenue miss, despite $1B buyback

  • New poll shows Americans bullish on stocks in 2026 even as inflation and unemployment concerns remain

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Jobs Report Blow Past Forecasts, Ford Hit With $900M Tariff Shock

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