The Rundown
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Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro

The Rundown
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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

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