Anthropic Signs Data Center Deal with SpaceX, McDonald’s Value Bet Pays Off

The Rundown · May 7, 2026 · 10m

Market update for Thursday May 7, 2026

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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