Nasdaq opens higher as oil retreats, AI stocks recover and telecom shares slide

Impact · against what's priced in

The news is largely a non-event for T-Mobile and AT&T as their current valuations already account for satellite-driven disruption from SpaceX. For AI-linked names, the OpenAI revenue miss represents a headline-driven sentiment reset rather than a structural change to the demand story the market continues to price.

T−0.10

Already priced in

The price assumes

the assumption that Starlink's direct-to-consumer mobile service faces enough operational and regulatory hurdles to prevent near-term subscriber collapse