SpaceX Takes Aim at Phone Carriers, Starbucks Explores Chipotle Takeover
Market update for October 9, 2026
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In today’s episode, Zaid covers:
Why OpenAI’s revenue numbers rattled AI stocks
SpaceX’s wireless ambitions and the selloff in phone-carrier stocks
Why Starbucks is exploring a Chipotle takeover
Lumentum’s rally as AI customers reserve supplies years ahead
Delta’s profit warning as fuel costs and airfares climb
What Spotify is paying for in its renewed Joe Rogan deal
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.