Dell Stock Jumps on AI Server Boom, Data Center Company Buys GoPro
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.