The Rundown

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet’s imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than building them on Earth. Plus, Will explains Planet’s partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most people realize.

In today's deep dive, Zaid breaks down the massive semiconductor rally that has Wall Street drawing comparisons to the dot-com bubble. Chip stocks just had their best month in 26 years, with AMD, Intel, and Micron all more than doubling in 2026. But is this a real supercycle or 1999 all over again?

Zaid covers what's driving the surge, why AI demand has spread way beyond Nvidia, some of the biggest winners so far, and whether this rally has room to run or is about to hit a wall.

Check out our Sandisk deep dive: [YouTube][Spotify]

Market update for Friday May 8, 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 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