SpaceX Wants to Sell You a Phone Plan (Are They Doing Too Much?)

The Rundown · Oct 23, 2026 · 11m

Market update for October 23, 2026

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In today’s episode, Zaid covers:

Why the AI selloff is sending investors into Treasury bonds

SpaceX’s push for 80,000 cell sites, Crown Castle’s rally

Moderna’s stock plunged despite promising cancer-vaccine results.

Why Hoka and Ugg owner Deckers is resisting discounting.

Western Digital’s strong earnings and investors’ lingering AI worries.

Amex’s mixed quarter, job cuts, and…