SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26

In a move that’s pushing telecom stocks lower, SpaceX has agreed to purchase a nationwide spectrum portfolio (cnbc.com/2026/10/08/spacex-spectrum-license-at…). Elon Musk biographer Walter Isaacson explains how this move fits into the rest of Musk’s vision for connectivity around the world–and around the solar system. As concerns about AI-fueled job displacement mount around the world, Chieh Huang–founder of Boxed–has started a new re-training venture for laid off employees. Huang explains how Pelgo translates layoffs and employer investment into a more skilled, less anxious workforce. Plus, Starbucks could be prepping to acquire Chipotle (cnbc.com/2026/10/08/starbucks-chipotle-acquisi…), and the Gulf Coast is bracing for Hurricane Isaias (cnbc.com/2026/10/09/hurricane-isaias-gulf-mexi…).

Walter Isaacson 17:29
Chieh Huang 32:06

In this episode:
Joe Kernen, @JoeSquawk (x.com/JoeSquawk)
Andrew Ross Sorkin,@andrewrsorkin (twitter.com/andrewrsorkin)
Katie Kramer, @Kramer_Katie (x.com/Kramer_Katie)

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