Swarmer ($SWMR) just had a successful IPO, skyrocketing 520% in its first day of trading. But its bigger ambition is to become the “Microsoft of drones.” Zaid sits down with U.S. CEO Alex Fink to break down the business behind drone warfare software, and how the company has put its tech to the test since first deploying it in Ukraine. They unpack the economics of the drone warfare stack, Swarmer’s latest financials, and why software is emerging as the key battleground. Plus, how much of this growth depends on active conflicts and what investors should be watching next.

In today's deep dive, Zaid breaks down the economic fallout from the largest oil supply disruption in history. Oil flows through the Strait of Hormuz dropped 97%, gas crossed $4 a gallon, diesel spiked 45%, Europe is running low on jet fuel and the Fed is warning about stagflation.

Zaid explains the economic ripple effects, why Iran’s economy held up better than expected and how long it could take for things to return to normal once the Strait of Hormuz fully re-opens

Market update for Friday April 17, 2026

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In today’s episode:

• Iran opens the Strait of Hormuz, oil drops below $90

• Netflix beats earnings but the stock gets crushed anyway (plus Reed Hastings is leaving)

• Google's SpaceX investment could be worth $100 billion.

• Elon is buying his own Cybertrucks to prop up sales numbers

• NiSource lands energy deals with Google and Amazon for AI data centers

• Alcoa misses on earnings

• NBA ratings hit a 7-year high

Market update for Thursday April 16, 2026

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In today’s episode:

Stocks hit all-time highs as the S&P 500 closes above 7,000 and the Nasdaq extends its winning streak

TSMC posts record profits, raises its outlook, and says AI chip demand is still “extremely robust”

PepsiCo beats earnings after cutting prices on Doritos, Lay’s, and other snacks to win back shoppers

Hims stock jumps after RFK Jr. signals looser peptide regulations

Live Nation drops after a major antitrust court loss that could put Ticketmaster’s future in question

Allbirds is trying to pivot from selling wool sneakers to becoming an AI infrastructure company

Market update for Wednesday April 15, 2026

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In today’s episode:

• Big bank traders cash in on volatility

• Meta expands its AI chip partnership with Broadcom

• Snap jumps after cutting 16% of its workforce thanks to AI

• ASML drops despite strong earnings

• Kevin Warsh set to be richest Fed Chair in history

Market update for April 14, 2026.

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In today’s episode:

• March PPI comes in way below expectations, wholesale prices up just 0.5% vs. 1.1% forecast

• Big banks kick off earnings season: JPMorgan, Citi, and Wells Fargo report

• Amazon acquires Globalstar to take on Starlink in the space internet race

• Novo Nordisk partners with OpenAI to accelerate drug discovery

• CarMax stock drops after another weak quarter

• Meta expected to pass Google as the world's largest digital advertising company

Market update for Monday April 13, 2026

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In today’s episode:

• U.S. begins Strait of Hormuz blockade targeting Iran’s oil exports

• Goldman Sachs beats earnings expectations, but shares fall on weakness in fixed income trading

• Revolution Medicines stock surges after breakthrough pancreatic cancer drug trial results

• Best Buy drops after downgrade tied to rising PC prices and weaker demand outlook

• McDonald’s enters the energy drink market

Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.