# Dell Soars as AI Sales Explode 757%, Anthropic Passes OpenAI in Valuation Page: https://stenobird.com/podcast/the-rundown-6758831/dell-soars-as-ai-sales-explode-757-anthropic-passes-openai-in-valuation Text version: https://stenobird.com/podcast/the-rundown-6758831/dell-soars-as-ai-sales-explode-757-anthropic-passes-openai-in-valuation.md Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831) Published: 2026-05-29T15:16:19+00:00 Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Dell-Soars-as-AI-Sales-Explode-757--Anthropic-Passes-OpenAI-in-Valuation-e3k2n4c Audio file: https://traffic.megaphone.fm/APO3922325344.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/dell-soars-as-ai-sales-explode-757-anthropic-passes-openai-in-valuation Duration seconds: 659 ## Resource Market update for Friday May 28, 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 close at record highs as Wall Street bets on an Iran peace deal Dell’s stock surges after a monster quarter, with AI server sales exploding 757% Anthropic raises $65B and passes OpenAI to become the world's most valuable AI startup Movers: NetApp rips on earnings, Gap gets crushed after cutting guidance Fun Fact: US Treasury to release new $250 bill with Trump's face on it (maybe) ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/dell-soars-as-ai-sales-explode-757-anthropic-passes-openai-in-valuation/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-rundown-6758831/dell-soars-as-ai-sales-explode-757-anthropic-passes-openai-in-valuation.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.