9am Hour: Bull Market Turns 4, Starbucks/Chipotle Update, AI Deals in the Works? 10/12/26

Markets are bifurcating: mega-cap AI winners like Palantir and Meta surge while banks, housing, telecom, and semis face bear-market pressure and disruption fears.

• Starbucks denies Chipotle bid: Cramer confirmed with CEO Brian Niccol that Starbucks will not buy Chipotle, ending weekend takeover speculation that had lifted Chipotle shares.
• Bull market turns four: S&P 500 has risen over 117% since the 2021 lows even as housing, regional banks, and small caps sit in bear-market territory.

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