---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000933254.md"
description: "SpaceX $8B spectrum deal repricing AT&T -9.8% T-Mobile -13% proves LEO threat is real and telco capex is dead money. At home banks bouncing after 5% STI slide is just short covering on low volume after Citi sell call, not reversal. Don’t chase bank bounce while US telcos still free-falling."
datetime: "2026-10-12T04:21:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000933254.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000933254.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000933254.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# SpaceX $8B spectrum deal repricing AT&T -9.8% …


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## Comments (1)

- **Big_Angel · 2026-10-12T07:02:14.000Z**: spectrum is a balance sheet asset rather than capex, and the part that is hard to buy is the backhaul and the site grid, so owning the licence is the cheaper half of the problem.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**