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The Rundown · Tuesday · 11 min

Palantir Revenue Surges 93%, McDonald’s Still Has a Traffic Problem

Market update for Tuesday August 4, 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: Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests

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show notes

Market update for Tuesday August 4, 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:

  • Stocks rally toward record highs as hopes rise for a deal to reopen the Strait of Hormuz
  • Palantir’s “otherworldly” quarter, including 149% growth in U.S. commercial revenue
  • McDonald’s reports mixed earnings as the company tries to fix weak U.S. traffic
  • Snap pops on an earnings beat while Spotify's historic subscriber milestone somehow isn't enough
  • How OpenAI and Anthropic models accidentally hacked real companies during cybersecurity tests
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