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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

Published 1 month ago
Description

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

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