The Rundown

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