Elon Says 200 AI Companies Won’t Survive, Meta Sells $95 Billion in Stock

The Rundown · Oct 26, 2026 · 10m

Market update for October 26, 2026

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In today’s episode, Zaid covers:

Investors retreating from AI stocks ahead of a huge week for earnings and the Fed.

Elon Musk’s warning about neocloud survival as SpaceX signs a $40 billion financing deal.

Meta’s plan to raise up to $95 billion

Ross rallying as Wall Street bets on bargain hunters.

Verizon fell despite strong subscriber growth and an Amazon deal.

Luxury brands…