hapabapa/iStock Editorial via Getty ImagesListen below or on the go on Apple Podcasts and SpotifyThe company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)This is an abridged transcript of the podcast:Our top story so far, more than 1 million business customers are now directly using OpenAI (OPENAI).This includes all organizations that actively pay OpenAI for business use — either via ChatGPT for Work or through direct consumption of its models through its developer platform, the company said.OpenAI says that with more than 800 million weekly users already familiar with ChatGPT, adoption and ROI within businesses is realized more rapidly.The company added that it now has more than 7 million total ChatGPT for Work seats, up 40% in two months. ChatGPT Enterprise seats have grown nine times year-over-year.Canva, Figma, Zillow and Spotify (SPOT) are among the companies that have plugged their apps directly into ChatGPT.And Shopify (SHOP), Etsy (ETSY), Walmart (WMT), PayPal (PYPL), and Salesforce (CRM) are building new shopping experiences through the Agentic Commerce Protocol in ChatGPT.On the economic front, there will be no jobs report – again – this week, so ADP’s measure of private payrolls is echoing a little louder on trading floors.ADP said October Private Sector Employment rose by a stronger-than-expected 42,000, reversing a decline of 32,000 in September. The consensus was for a gain of 25,000.Still, the addition of new jobs was modest compared with the first half of the year.Pantheon Macro notes that the numbers are below the breakeven level for the labor market. But they also warn that the NFIB Small Business Survey, the Regional Fed business surveys and the Conference Board’s consumer confidence survey all have much better track records of forecasting official payrolls.Among active stocks, Snack Wraps, 50-cent cheeseburgers and Extra Value Meals helped McDonald’s (MCD) boost traffic to its restaurants in Q3. The company edged out expectations with a 3.6% gain in global comparable sales during the quarter and a rise of 2.4% in the U.S.But lower-income traffic fell nearly double digits. CEO Chris Kempczinski says that there will need to be a feeling of relief around cost of living for low-income consumers to return.Super Micro Computer (SMCI) is selling off after its fiscal Q1 results fell far short of expectations. The company sees Q2 revenue more than $2 billion ahead of the consensus, but analysts voiced serious concerns about shrinking margins.And Axon Enterprise (AXON) shareholders got a shock when the Taser maker sharply missed Q3 earnings expectations. Adjusted EPS of $1.17 was well shy of the $1.54 forecast.In other news of note, a UPS (UPS) cargo plane crashed and exploded in a fireball shortly after takeoff from Louisville, Kentucky, killing at least seven people and injuring eleven others.The aircraft, which was bound for Honolulu, went down moments after leaving Louisville Muhammad Ali International Airport on Tuesday evening. Officials say the three crew members on board were killed, along with four people on the ground.Kentucky Governor Andy Beshear called the news “tough,” posting that the death toll has now reached seven — and may rise as recovery efforts continue.Video from the scene showed flames erupting from the plane’s left wing just before it lifted slightly off the runway, then crashed and exploded.UPS said in a statement that it’s working closely with the NTSB and FAA as investigators look into the cause. The company also confirmed it’s halting package sorting operations at Worldport, its massive Louisville hub.And back to the markets with the Wall Street Research Corner, Evercore ISI has updated its monthly TAP list — that’s short for Tactical, Action and Positioning — a group of stocks the firm sees as either near-term outperformers or underperformers, usually around earnings season.This month’s refresh includes 23 names in all — 16 outperformers and seven underperformers.On the bullish side, Arista Networks (ANET) and MNTN (MNTN) were new additions, while Carvana (CVNA) and Netflix (NFLX) were dropped. Evercore’s analysts cite Amazon’s (AMZN) AWS strength, MACOM Tech (MTSI) benefitting from its AI exposure, and Nvidia (NVDA) shrugging off worries about demand and Blackwell chip delays.They also highlighted Boston Scientific (BSX), Stryker (SYK), and Five Below (FIVE) as potential standouts.On the other side of the ledger, Airbnb (ABNB), Snap (SNAP), and PubMatic (PUBM) made the underperform list — as did Mettler-Toledo (MTD), which analysts say could face pressure from weaker China trends.Check out all the names here.