The Rundown

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
Check out the Public app for incredible investing tools and to support the show (LINK)
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

Market update for Wednesday May 6, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the war

AMD’s blowout earnings, including surging data center revenue

Disney beats across the board in new CEO Josh D'Amaro's first earnings report

Uber rising after stronger-than-expected bookings guidance and continued delivery growth

Nvidia investing in Corning as fiber optics become a bigger part of the AI data center buildout

Lucid falling after a weak quarter, flat deliveries, and suspended production guidance

Amazon opening up its massive logistics network to outside businesses

Market update for Tuesday May 5, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers: 
Bitcoin crossing back above $80K

Palantir crushing earnings, but investors question the valuation

Apple talking to Intel and Samsung to build chips in the U.S.

Pinterest surging after a strong earnings report and upbeat guidance

Duolingo dropping as bookings growth slows

Michael Burry dumping GameStop after its wild bid for eBay

The Devil Wears Prada 2 proving millennial nostalgia is big business at the box office

Market update for Monday May 4, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode, Zaid covers:
Why earnings are pushing stocks higher 
Spirit Airlines officially shuts down after 34 years, and what it means for travelers and airfare prices
Highlights from the first Berkshire Hathaway annual meeting without Warren Buffett on stage
GameStop making a wild $56 billion offer to buy eBay