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

The Rundown · Feb 11, 2026 · 9m

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…