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