Telecoms tumble on SpaceX threat, Humana surges on Star ratings

TMUS  T-Mobile

T-Mobile US shares tumbled 13.27% after Elon Musk's SpaceX announced its formal entry into the telecom space, acquiring a nationwide portfolio of low-band spectrum licenses (per Stocktwits, SpaceX).

T  AT&T

AT&T shares fell 10.82% along with other major US wireless carriers after SpaceX's entry into telecom, posing a new competitive threat (per 24/7 Wall St., SpaceX).

HUM  Humana

Humana shares surged 11.56% after CMS released 2027 Medicare Advantage Star ratings that were better than market fears, with 95% of Humana's MA members landing in 4-star-or-better plans (per CMS, Baird).

MRNA  Moderna

Moderna shares jumped 14.21% due to its reentry into the Nasdaq-100 index and a New York Times report detailing a planned NIH-backed national push for cancer vaccine development (per Nasdaq, New York Times).

S&P 500 futures are higher as investors anticipate the official start of the third-quarter earnings season, with major U.S. banks reporting this week (per Stocktwits).

PLTR  Palantir Technologies

Palantir Technologies shares rose 5.17% after prominent tech analyst Daniel Ives initiated coverage with an Outperform rating and a $250 price target, arguing Palantir is positioned to become a foundational operating layer for enterprise and government AI deployment (per Yorkville Ives).

SNOW  Snowflake

Snowflake Inc. stocks traded up 7.42%, driven by upbeat cloud data demand and profitability expectations, and the launch of its Agentic Marketplace Discovery (per Timothy Sykes, Phillip Securities).

IREN  IREN Ltd

IREN Ltd stock surged 1.46% in after-hours trading, staging a technical rebound from deeply oversold conditions, mirroring a broader bounce across the neocloud peer group (per Investing.com).

DDOG  Datadog

Datadog Inc gained 7.11%.

DELL  Dell Technologies

Dell Technologies Inc gained 2.00%.

OpenAI announced it has chosen not to release its new GPT-6.1 Astra model due to concerns about safety, as industry leaders warn of the risks posed by ever-more-powerful AI technology (per CBS News).

Demand for technology services in Europe reached a new high in Q3, propelled by surging AI demand, with infrastructure spending more than doubling (per ISG Index, Business Wire).

OpenAI has introduced 'dots,' a new AI personal agent designed to schedule meetings, make travel arrangements, debug computer systems, and handle other workplace tasks (per CBS News).

MU  Micron Technology

Micron Technology disclosed $134 billion in remaining contracted obligations in its October 9 annual filing, with approximately 25%, or $33.5 billion, expected to be recognized as revenue within 12 months, indicating stronger long-term revenue visibility (per Micron Technology).

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