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Stocks are Roaring Back but They've Rarely Looked so Vulnerable","url":"https://stock-news.laohu8.com/highlight/detail?id=2674859666","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674859666?lang=en_us&edition=fundamental","pubTime":"2026-10-09 19:38","pubTimestamp":1791545880,"startTime":"0","endTime":"0","summary":"I asked ChatGPT whether the artificial-intelligence trade is a house of cards, and it said while parts of the AI boom look increasingly fragile the entire investment story is not.Well it would say that, wouldn't it?AI stocks fell sharply Thursday following a report that OpenAI's revenue may be $20 billion lower than expected.Wall Street has cast doubt on the discrepancy, enabling tech stocks to rebound Friday -- helped by falling oil prices. But the panic underscores just how exposed the entire AI trade is to OpenAI, Anthropic and others. Imagine what it'll be like when they actually go public.Whatever happens there will still be winners and losers -- SpaceX looks like the former, while AT&T, T-Mobile and Verizon may fall into the latter category.Inflation may create just as many losers in the months ahead. Delta Air Lines cut its guidance as fuel costs have started to get ridiculous. 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SpaceX agreed to acquire a nationwide portfolio of licenses covering up to 14 megahertz of paired spectrum in the 800 MHz band to expand Starlink Mobile's coverage in the US.Nebius Group  was 2.8% higher in premarket activity, after closing Thursday with a 7.4% decline.Micron Technology  was up 1.9% premarket, swinging from a 4.8% decline at Thursday's close.Sandisk  rose by 1.8% in pre-bell hours, after a 4.9% fall from Thursday's session.Applied Digital  advanced by 1.2% pre-bell, following a 0.2% increase from the previous session.Microsoft  was 1% higher in premarket activity, swinging from a 1.4% decline at Thursday's close.Palantir Technologies  was up 0.6% pre-bell, after a 2.4% increase from the previous session.AST SpaceMobile  fell by 2.8% hours before the market open, 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