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SpaceX Turns a Profit, Netflix Runs Out of Growth Levers

Market update for Wednesday October 21, 2026

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In today’s episode, Zaid covers:

Why the market rally is finding support outside tech despite high oil prices.

SpaceX’s AI boom, its massive spending bill, and Elon Musk’s latest Tesla merger push.

Netflix’s advertising setback, and where its next wave of growth could come from.

Super Micro’s surprise sales update and what it signals about AI demand.

Why AT&T’s earnings…

The skinny

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