MORNING RUNDOWN: Futures are green. Nasdaq 100 about +0.8%, S&P 500 +0.4%, Dow +0.1%. Tech is bouncing after Thursday's 1.25% Nasdaq drop. $DAL down about 3% premarket. Q3 adj EPS of $1.72 came in a few cents short. Full-year EPS guide cut to $5.10-$5.60 from $6.50-$7.50. CFO on the cut: "All of it's fuel." SpaceX $SPCX is buying nationwide 800 MHz spectrum from Grain Management, reportedly for about $8B, to build out Starlink Mobile. $T, $VZ and $TMUS are down roughly 5-7%. Towers $AMT, $CCI and $SBAC are up 5-6%. $HUM up about 15%. Humana says 95% of its Medicare Advantage members will be in plans rated 4 stars or higher for 2027, up from 20% in 2026. OpenAI: the FT reported annualized revenue near $50B, about $20B under earlier reports, which hit AI stocks Thursday. Bloomberg then reported OpenAI expects to reach or top $70B by year-end. Oil is lower. Brent near $103 and WTI near $90.50 after Trump said the US won't attack Iran before the midterms. The 10-year yield is around 5.24%. $AXP: US regulators fined American Express National Bank $350M over anti-money-laundering failures. UMich consumer sentiment is out at 10am ET.