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May 7
10m 41s

Anthropic Signs Data Center Deal with Sp...

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Today
How Space Is Unlocking New AI Markets (ft. Planet Labs CEO)
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, in ... Show More
25m 56s
Yesterday
Deep Dive: Are Chip Stocks in a Bubble?
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 1 ... Show More
18m 5s
May 8
CoreWeave Sinks on Rising AI Costs, Cloudflare Cuts 20% of Workforce
Market update for Friday May 8, 2026Check 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, u ... Show More
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