The Rundown

Market update for September 3, 2026
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In today’s episode, Zaid covers:
Broadcom’s latest earnings and why the stock is down more than 20% from its June peak

Google avoiding a breakup of its ad-tech business

Snowflake surging after strong earnings and accelerating AI demand

NetApp dropping despite beating expectations and raising guidance

Why Microsoft is completely changing the way it reports its financial results around AI and cloud growth

Market update for September 2, 2026
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In today’s episode, Zaid covers:
Why bond yields are surging around the world

Dell’s monster earnings, including its booming AI server business and record backlog

GoPro’s surprise sale just one day after YouTuber Markiplier disclosed a huge stake in the company

Uber’s 3,300 job cuts as it flattens management and ramps up investment in robotaxis

Why MongoDB stock is getting crushed despite beating earnings expectations

Stan Kroenke’s deal to buy the Los Angeles Angels and add yet another team to his massive sports empire

Market update for September 1, 2026
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In today’s episode, Zaid covers:
Why September could bring more market volatility as oil prices and bond yields move higher

The FTC’s lawsuit accusing Amazon of secretly inflating advertising prices

Shein’s disappointing Hong Kong IPO and how its valuation fell from roughly $100 billion to about $26 billion

Duolingo’s analyst upgrade and why NIO shares are falling after earnings

How YouTuber Markiplier became GoPro’s largest shareholder and sent the stock surging

Market update for Monday August 31, 2026
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Tim Cook Deep Dive: {YouTube)(Spotify) 
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In today’s episode, Zaid covers:
Kevin Warsh’s hawkish Jackson Hole speech and why the odds of a September rate hike jumped

The latest U.S.-Iran exchange of strikes and why oil prices are back above $90 a barrel

Tim Cook’s final day as Apple CEO and the big challenges facing incoming CEO John Ternus

GameStop’s profit surge from its eBay investment and PG&E’s selloff over wildfire liability fears

Why LIV Golf could be headed for bankruptcy

Julie Zhu, a research analyst at MoffettNathanson and co-author of a 93-page deep dive on SpaceX, joins Zaid to break down the company’s biggest opportunities and risks. Julie explains why SpaceX’s launch business, not Starlink or AI, may still be the company’s true crown jewel. They discuss the limits of Starlink’s broadband and mobile ambitions, the economics of orbital data centers, and whether today’s AI infrastructure demand can support SpaceX’s aggressive spending. Julie also breaks down MoffettNathanson’s $131 price target and how the firm thinks about hundreds of billions of dollars in potential “unknown unknowns.” They wrap with the biggest question hanging over the company: whether SpaceX and Tesla could eventually end up under one roof.