The Rundown

In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amazon, Microsoft and Google will eventually solve?

In today’s episode, Zaid covers:

• OpenAI's revenue doubles to $40 billion right as top executives head for the exits ahead of a IPO

• Nintendo shares jumping after Pokémon Pokopia sold more than 5 million copies in just over four months

• Reddit joining the S&P 500, while Applied Materials falls despite strong earnings and guidance

• How the New York Knicks’ championship run generated nearly $67 million in additional playoff-related revenue

Market update for Thursday August 13, 2026

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In today’s episode, Zaid covers:

• The comeback in the AI trade as CoreWeave, Super Micro, and other infrastructure names rally

• Cerebras earnings and why the stock fell despite strong growth and raised guidance

• Super Micro’s monster AI server forecast and Cisco’s disappointing AI outlook

• The Lakers selling again for a record $12.5 billion amid scrutiny surrounding Mark Walter’s business empire

Market update for Wednesday August 12, 2026

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In today’s episode, Zaid covers:

• July inflation cools to 3.4%
• CoreWeave’s revenue surges and backlog grows to $130 billion 
• Cava’s strong traffic growth as customers keep spending on pita chips
• Lumentum surges on booming AI data-center demand, while On Holding recovers from historic selloff
• Fun Fact: AI computing power is becoming a tradable asset class
  

Market update for August 11, 2026

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In today’s episode, Zaid covers:

• The U.S. Strategic Petroleum Reserve falls below 300 million barrels for the first time since 1983

• Nvidia teams up with Wall Street for $500 billion to fund AI infrastructure

• Anthropic targets a September or early October for IPO

• Riot lands a massive Anthropic data-center deal while Rocket Lab warns of another Neutron delay

• SpaceX finally climbs back above its IPO price after a massive insider-share unlock fails to trigger a selloff

Market update for Monday August 10, 2026

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In today’s episode, Zaid covers:

• Berkshire Hathaway’s earnings and how Greg Abel is starting to put Warren Buffett’s massive cash pile to work
• Meta’s new open-weight AI models and Mark Zuckerberg’s 6,500-word AI manifesto
• HPE’s analyst upgrade and Intel’s $15 billion stock offering
• Why more than half of Americans now have passports, and why American tourists are flooding Europe
  

Market update for Friday August 7, 2026

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In today’s episode, Zaid covers:

• The surprisingly weak July jobs report and what it could mean for the Fed

• Airbnb’s strong earnings and why Brian Chesky says AI is transforming the company

• Google’s major AI leadership shake-up as longtime chief scientist Jeff Dean leaves

• Atlassian surging as investors warm back up to software stocks

• DraftKings slips after bettors won too much

• SpaceX and Tesla’s enormous new Terafab chip factory planned for Texas
  

Market update for Thursday August 6, 2026

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In today’s episode, Zaid covers:

• What the gold rally says about the dollar, bond yields and the Fed
• Disney’s earnings beat, powered by parks, streaming and Toy Story 5
• Eli Lilly’s monster quarter as Mounjaro and Zepbound sales surge
• DoorDash’s DashPass growth and Sandisk’s surprising post-earnings selloff
• Why used electric vehicles are suddenly rising in value

Market update for Wednesday August 5, 2026

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In today’s episode, Zaid covers:

• Stocks hit new records as the AI trade makes a massive comeback

• SpaceX reports earnings for the first time as a public company, revealing a huge AI infrastructure spending 

• AMD delivers a strong earnings report with booming AI demand, but investors punish the stock after expecting even more.

• Shopify surges after a monster quarter, while Uber faces questions about growth, competition, and the future of robotaxis.

• MySpace tries to make a comeback nearly two decades after losing the social media battle to Facebook.

Market update for Tuesday August 4, 2026

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In today’s episode, Zaid covers:

• Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz
• Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue
• McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic
• Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough
• How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests