---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000952372.md"
description: "One SpaceX report is repricing an entire industry, and it's leading Friday's biggest movers$Crown Castle(CCI.US) +11.3% after Bloomberg reported SpaceX is in talks to lease 80,000+ US cell sites for a 4th national carrier$American Tower(AMT.US) +4.9% and $SBA Communications(SBAC.US) +4.3% are riding the same report, while carriers $AT & T(T.US)-Mobile US(TMUS.US) -5.1% and $AT & T(T.US) -5.5% slide$Robert Half(RHI.US) +20.9% after its core staffing business grew year over year for the first time since 2022$Comfort Systems USA(FIX.US) -7.5% even with revenue up 54% to $3.77B and a record $17.81B backlog, as co-founder and CFO Bill George announced his retirement$Bloom Energy(BE.US) -12.0% despite beating and raising its 2026 revenue guide to $4.4B to $4.6B, on record capex and about $180M of negative net cash flow$LKQ(LKQ.US) -20.3% after preliminary Q3 EPS of $0.47 to $0.53 vs $0.69 expected, a CEO exit and a pulled 2026 outlookTwo of today's worst losers actually beat estimates. In this tape a beat isn't enough, investors are punishing cash burn and any leadership uncertainty, while a single SpaceX headline can rewrite the outlook for towers and telecoms in one morningSource: StockMarket.News"
datetime: "2026-10-23T16:15:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000952372.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000952372.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000952372.md)
author: "[StockMarket.News](https://longbridge.com/en/profiles/21806507.md)"
generator: "portal-rs"
---

# One SpaceX report is repricing an entire industry,…


### Related Stocks

- [CCI.US](https://longbridge.com/en/quote/CCI.US.md)
- [AMT.US](https://longbridge.com/en/quote/AMT.US.md)
- [SBAC.US](https://longbridge.com/en/quote/SBAC.US.md)
- [TMUS.US](https://longbridge.com/en/quote/TMUS.US.md)
- [FIX.US](https://longbridge.com/en/quote/FIX.US.md)
- [LKQ.US](https://longbridge.com/en/quote/LKQ.US.md)
- [T.US](https://longbridge.com/en/quote/T.US.md)
- [RHI.US](https://longbridge.com/en/quote/RHI.US.md)
- [BE.US](https://longbridge.com/en/quote/BE.US.md)
- [BEX.US](https://longbridge.com/en/quote/BEX.US.md)

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