Verizon

----

Share your thoughts

What's on your mind?

0 / 2,000

FTLS

8.6k followers · 0 opinions

▲Bullish50%

50%Bearish▼

S
StockMarket.NewsOct 22, 2026 at 11:55 PM
SpaceX wants access to at least 80,000 US cell towers to build a 4th national wireless carrier, per Bloomberg
$SpaceX(SPCX.US) is in talks with at least one major tower owner, including $Crown Castle(CCI.US), and the deals could be worth billions of dollars
Tower stocks ripped after hours. $Crown Castle(CCI.US) is up 9.7%, $SBA Communications(SBAC.US) 7.1% and $American Tower(AMT.US) 4.6%, per Yahoo Finance data
The carriers went the other way. $AT & T(T.US)-Mobile US(TMUS.US) is down 4.3%, $Verizon(VZ.US) 3.6% and $AT & T(T.US) 3.3%
SpaceX recently bought low-band spectrum and has FCC approval for 15,000 direct-to-phone satellites. Musk said on this week's earnings call that Starlink Mobile is on a path to become a major US carrier
Pairing satellites with ground towers is how SpaceX gets real indoor coverage, and that is a direct threat to the big three. Tower owners win either way because they rent space to everyone, which is why the market is paying them first and asking questions later
Source: StockMarket.News
V
Vt3SpaceXOct 12, 2026 at 10:14 AM
📌🇸🇬 So I am right bouncing 🏀 right back b4 the next factsheet
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
T
TheRaccoonAnalysisTotal AssetsRate Of ReturnOct 12, 2026 at 08:03 AM
SpaceX’s proposed $8 billion acquisition of 800MHz spectrum licences could strengthen Starlink Mobile’s ability to compete directly with traditional mobile carriers, subject to FCC approval. The sharp sell-off in AT&T, Verizon and T-Mobile reflects concerns over future market share, pricing power and the cost of defending their customer bases. However, spectrum integration, regulatory approval and network execution remain key uncertainties. SpaceX’s modest gain suggests investors view the deal as strategically positive, while the scale of the carriers’ declines indicates potential disruption is being repriced rapidly.
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
A
AllyBroadcomOct 12, 2026 at 06:29 AM
I’m curious if SpaceX will be able to dominate the telco market in the US. Telco companies like Verizon, t mobile and AT&T have been operating in the US for decades
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
N
NewUser_ThinkSwimGo Beyond!Oct 12, 2026 at 05:42 AM
Generally investors would be worried about the high debt or usage of debt to make the growth of companies which is one of the topics in the news recently. As earnings are upcoming, the weeks ahead will be volatile for all companies. The companies with high free cash flow and low operating costs will be favoured and those with negative cashflow may correct downwards even more than those consistent steady companies.
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
L
LazyCatNVIDIA Return RateGo Beyond!Oct 12, 2026 at 04:50 AM
The disruption to Telco by SpaceX is not a don't deal and the market is already selling down the Telcos. If the likelihood of spaceX succeeding is high or certain, this price movement is the clearest indication of how market expectations. If not, it's just a matter of selling on rumour to wash out the unsteady hands.
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
V
Vt3SpaceXOct 12, 2026 at 04:46 AM
📌🇺🇸 Few stocks worth watching later !
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
F
FattycatCommunity StarBABA Diamond HolderOct 12, 2026 at 04:12 AM
The Singapore government appears keen to support mid and small-cap stocks.
Over recent years I have noticed that MAS and MOF have rolled out several targeted measures. Their aim was to address the structural valuation discounts and poor liquidity on our local exchange. And they focus falls heavily on mid and small-cap counters. 🤔
Measures include capital injections under the Equity Market Development Programme or EQDP, plus grants for liquidity and research coverage.
Could now be the time to consider small to mid -cap stocks?
Screen shot from CNA finance news.
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
R
relfZeta GlobalZeta Global Return RateOct 12, 2026 at 03:34 AM
Interesting news from SpaceX. Looks a lot of legacy names have the potential to be disrupted by new technological developments. AI infra stocks will like such news.
C
Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
C
Captain's WatchOct 12, 2026 at 02:47 AM
Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos
SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...
SpaceX Eyes 80,000 Cell Sites. Telecom Pivot?

Verizon

Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos