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

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

May 7, 2026 · 11 min

About this episode

Zaid discusses the latest market updates including McDonald's earnings and a major deal between Anthropic and SpaceX.

Market update for Thursday May 7, 2026 Check 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 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

More episodes of The Rundown

Explore listener stats, chart rankings, contacts and more on the The Rundown podcast page.