In today's deep dive, Zaid breaks down the Cerebras IPO. 

Cerebras makes AI chips the size of a dinner plate and the company just went public and just raised $5.5 billion making it the biggest tech IPO since 2019. But not everyone is buying the hype. Zaid digs into what Cerebras actually does, the drama behind how they got to this IPO, the OpenAI deal that critics are calling a circular scheme, and whether the stock can justify a valuation of 130x sales. 

Market update for Friday May 15, 2026

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In today’s episode, Zaid covers:

• Why oil prices are rising after the Trump-Xi summit 

• OpenAI preparing possible legal action against Apple over their failed ChatGPT partnership

• How Ford became an AI stock after launching Ford Energy

• Figma crushing earnings and proving software stocks aren't dead yet

• Applied Materials posting record results but the stock falling anyway

• Plus, Zaid answers a listener question about his journey from civil engineering to hosting The Rundown

Market update for Thursday May 14, 2026

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In today’s episode, Zaid covers:

• Kevin Warsh’s confirmation as Fed Chair and why hot inflation could complicate rate cuts
• Nvidia’s push to reopen chip sales in China as H200 approvals remain stuck in geopolitical limbo
• Cerebras’ massive AI chip IPO and what it says about investor appetite for the AI trade
• Cisco soaring on AI data center demand and stronger networking revenue
• Doximity plunging after weak guidance disappoints Wall Street
• Micron overtaking Nvidia as the most heavily traded stock in the market

Market update for Wednesday May 13, 2026

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In today’s episode, Zaid covers:

• PPI inflation surges 6%, blowing past expectations

• Trump lands in Beijing with Jensen Huang, Elon Musk, Tim Cook and more

• Amazon kills Rufus chatbot, launches Alexa for Shopping

• Wolfspeed surges 23% on power chip hype

• Birkenstock misses earnings as Iran war hits sandal sales

• You’ll soon be able to trade futures tied to AI computing power and GPU rental prices
  

Market update for Tuesday May 12, 2026

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In today’s episode, Zaid covers:

• April CPI coming in hot at 3.8%, the highest inflation reading since May 2023

• eBay rejecting GameStop’s $55B+ takeover offer

• Cerebras raising its IPO price range as AI chip demand heats up

• Wendy’s stock surging on reports Nelson Peltz may pursue a take-private bid

• Hims & Hers shares falling after its GLP-1 pivot comes with higher costs

• Netflix revealing it spent $135B on films and TV shows over the past decade

Market update for Monday May 11, 2026

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In today’s episode, Zaid covers:

• Why Moderna and other pharma stocks are surging on hantavirus headlines
• Circle’s $222 million Arc blockchain raise backed by BlackRock, Apollo, and others
• Monday.com’s earnings beat thanks to AI push
• Nintendo’s stock drop after a Switch 2 price hike and weak sales forecast
• Why the New York Knicks could eventually become their own publicly traded company
  

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than building them on Earth. Plus, Will explains Planet’s partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most people realize.

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?

Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall.

Check out our Sandisk deep dive: [YouTube][Spotify]

Market update for Friday May 8, 2026

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In today’s episode, Zaid covers:

• The April jobs report: 115,000 jobs added, unemployment steady at 4.3%
• CoreWeave sinking after earnings as AI infrastructure costs keep climbing
• IREN jumping on a major Nvidia-backed AI infrastructure deal
• Lime filing for  IPO at a potential $2 billion valuation
• Rocket Lab rising after strong revenue, backlog growth, and progress on Neutron
• Cloudflare cutting 20% of its workforce as it shifts toward agentic AI
• Nintendo raising Switch 2 prices as AI-driven chip demand makes gaming more expensive

Market update for Thursday May 7, 2026

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Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.

In today’s episode, Zaid covers:

• The two reasons stocks keep ripping higher 

• McDonald’s earnings beat and why its value push is working

• Anthropic signing a major compute deal with SpaceX to power Claude

• DoorDash jumping on strong order-value guidance

• Snap falling after ad headwinds and the end of its Perplexity AI deal

• The Sphere becoming the highest-grossing arena in the world