The Rundown

Market update for September 4, 2026

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Planet Labs CEO Interview (YouTube)

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In today’s episode, Zaid covers:
The surprisingly strong August jobs report and what it means for the Fed’s September rate decision
Tesla’s Cybercab finally hitting the streets of Austin
Lululemon’s brutal earnings and why Michael Burry is buying the stock
Planet Labs surging on strong earnings while UiPath falls despite beating revenue expectations
The NBA’s historic punishment of Steve Ballmer and the LA Clippers over salary-cap violations

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