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
  

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.

Market update for August 

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In today’s episode, Zaid covers:

• Nvidia’s adds $442 billion in market value in a single day

• What investors are watching ahead of Kevin Warsh’s first Jackson Hole speech as Fed Chair

• Meta’s $18 billion child-safety settlement and the new limits coming to teen accounts

• Why Meta is now pressuring TikTok, YouTube and Snap to adopt similar restrictions

• Gap rallies on its Old Navy turnaround plan while Marvell falls despite strong AI-driven growth

• Why TIME left Jensen Huang off its 100 most influential people in AI list

Market update for August 27, 2026. 

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In today’s episode, Zaid covers:

• Nvidia’s earnings recap: Revenues double and the company expects 70% growth next fiscal year

• Nvidia’s reported $12.9 billion deal to buy Hugging Face and what it means for the AI ecosystem

• Why Salesforce is ripping higher after earnings while HP gets hammered

• Why young Americans are becoming increasingly skeptical of AI and worried about job losses

Market update for Wednesday August 26, 2026

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In today’s episode, Zaid covers:

• OpenAI’s new Jalapeño chip and why the company says it can outperform Nvidia in certain tests

• Nvidia’s massive earnings report tonight and why expectations are so high

• Abercrombie’s earnings beat and Intuit’s disappointing outlook

• Why LeBron James borrowed nearly $300 million against his future endorsement income
  

Market update for August 25, 2026

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In today’s episode, Zaid covers:

• Tech stocks on 7-day losing streak as Nvidia heads into a huge earnings report

• Bitcoin surges back above $80,000 as the crypto comeback gains momentum

• Apple unveils new Mac Minis as AI demand drives both performance upgrades and higher prices

• United Airlines surges on international expansion while Dick’s Sporting Goods gets hit by Foot Locker weakness

• Is the Labubu craze already over?

Market update for August 24, 2026. 

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In today’s episode, Zaid covers:

• The biggest market week of the summer, inflation data, GDP, and the Fed Chair’s Jackson Hole speech

• The US-Canada trade war update: 50% tariffs, a collapsed deal, and no talks in sight

• What to expect from Nvidia’s earnings report on Wednesday

• US Steel stocks surge from Canada tariffs 

• Alibaba falls and the company issues new shares 

• Fun fact: A humanoid robot that just beat Usain Bolt’s 100-meter world record