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The Carriers Kept Falling | Humana Rose on 2028 Money | Delta Shrugged Off a Cut

Oct 9, 2026

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5 min read

The Carriers Kept Falling | Humana Rose on 2028 Money | Delta Shrugged Off a Cut

AT&T, Verizon and T-Mobile fell 10% to 13% after SpaceX's spectrum deal. Humana rose 11% after ratings that lift its 2028 bonuses. Delta cut its outlook by a quarter and finished flat.

Dio Pouerie, +1

Oracle's $23 Billion Day. The Carriers' $38 Billion Night.

Oct 9, 2026

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5 min read

Oracle's $23 Billion Day. The Carriers' $38 Billion Night.

Oracle shed about $23 billion on a day a report put OpenAI's run rate near $50 billion. Overnight, the three big carriers lost about $38 billion after a SpaceX spectrum deal. Delta cut its outlook, citing fuel.

Dio Pouerie, +1

Oil Kept Its Premium | Chips Lost Theirs | The 30-Year Found Buyers

Oct 8, 2026

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5 min read

Oil Kept Its Premium | Chips Lost Theirs | The 30-Year Found Buyers

Brent held most of a 5.7% spike after Trump ruled out a pre-election strike. A $20 billion gap in OpenAI's reported revenue deepened a chip selloff. The 30-year sold at 5.618%.

Dio Pouerie, +1