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

Page: https://stenobird.com/podcast/the-rundown-6758831/anthropic-signs-data-center-deal-with-spacex-mcdonald-s-value-bet-pays-off
Text version: https://stenobird.com/podcast/the-rundown-6758831/anthropic-signs-data-center-deal-with-spacex-mcdonald-s-value-bet-pays-off.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-05-07T15:14:54+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Anthropic-Signs-Data-Center-Deal-with-SpaceX--McDonalds-Value-Bet-Pays-Off-e3j1ng0
Audio file: https://anchor.fm/s/f06a1be8/podcast/play/119643072/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-7%2F423688614-44100-2-acdc3efb8608f.mp3
Processing state: processed
JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/anthropic-signs-data-center-deal-with-spacex-mcdonald-s-value-bet-pays-off
Duration seconds: 641

## Resource

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

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/anthropic-signs-data-center-deal-with-spacex-mcdonald-s-value-bet-pays-off/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-rundown-6758831/anthropic-signs-data-center-deal-with-spacex-mcdonald-s-value-bet-pays-off.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.