# AMD Soars on AI Demand, Corning gets $500M from Nvidia

Page: https://stenobird.com/podcast/the-rundown-6758831/amd-soars-on-ai-demand-corning-gets-500m-from-nvidia
Text version: https://stenobird.com/podcast/the-rundown-6758831/amd-soars-on-ai-demand-corning-gets-500m-from-nvidia.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-05-06T15:21:56+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/AMD-Soars-on-AI-Demand--Corning-gets-500M-from-Nvidia-e3ivqq2
Audio file: https://traffic.megaphone.fm/APO1301230601.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/amd-soars-on-ai-demand-corning-gets-500m-from-nvidia
Duration seconds: 640

## Resource

Market update for Wednesday May 6, 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: Oil prices plunge as reports suggest the U.S. and Iran are closing in on a deal to end the war AMD’s blowout earnings, including surging data center revenue Disney beats across the board in new CEO Josh D'Amaro's first earnings report Uber rising after stronger-than-expected bookings guidance and continued delivery growth Nvidia investing in Corning as fiber optics become a bigger part of the AI data center buildout Lucid falling after a weak quarter, flat deliveries, and suspended production guidance Amazon opening up its massive logistics network to outside businesses

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