SpaceX Q3 Sales Rose 161% in Q3. Here's What Starlink, Starship, and AI Results Reveal About the Stock.

SpaceX exceeded Q3 expectations with $14.58 billion in revenue and $0.35 diluted EPS. Starlink showed strong growth with improved ARPU at $69/month, while the AI/Super Intelligence segment surged to $7.6 billion in revenue. Starship development progressed with planned November flight tests. However, accelerating capex ($35-40 billion expected in Q4) raises questions about future shareholder returns.

10/23/2026, 10:15 PM • The Motley Fool

Stock Market Today, Oct. 23: AT&T Slides on SpaceX Cell-Site Talks

AT&T stock plunged 7.96% after Bloomberg reported SpaceX is negotiating access to approximately 80,000 cell sites to build a fourth nationwide wireless network. The news reignited carrier competition concerns, pressuring the entire wireless sector. Despite AT&T beating earnings estimates and raising 2026 guidance on October 21, investor focus shifted to competitive threats from SpaceX's potential entry into the market with satellite-supplemented terrestrial coverage.

10/23/2026, 5:05 PM • The Motley Fool

Is Elon Musk Coming for Verizon?

SpaceX has acquired spectrum to build a terrestrial wireless network alongside its Starlink satellite service, causing telecom stocks like Verizon to drop ~10%. While the move signals SpaceX's intent to enter the wireless market, analysts debate whether satellite-based wireless can truly compete with established terrestrial networks. The initiative would require $10+ billion in capex and faces significant physics challenges. Meanwhile, PepsiCo reports margin pressures as commodity costs rise faster than pricing power allows, and investors debate whether recent market gains are too concentrated in AI-related stocks.

10/23/2026, 4:00 PM • The Motley Fool

SpaceX Just Made Cell Towers Cool Again. Verizon, AT&T, and T-Mobile Are Paying the Price

SpaceX's reported plans to secure 80,000 U.S. cell sites as it pursues becoming a fourth nationwide wireless carrier sent tower company stocks soaring while major wireless carriers plunged. However, the article cautions that the market may be overreacting to a deal that hasn't been finalized, noting SpaceX would start from scratch with no customers, less spectrum than competitors, and a commercial launch not expected until late 2027.

10/23/2026, 2:31 PM • The Motley Fool

Why T-Mobile US Stock Dropped Today

T-Mobile stock fell 5% after Bloomberg reported that SpaceX plans to lease 80,000 cellphone towers and build a fourth major mobile telecommunications network to compete with T-Mobile, Verizon, and AT&T. SpaceX previously purchased spectrum for its Starlink Mobile service and plans to launch 15,000 direct-to-cell satellites. With SpaceX's 45% operating margins in its Starlink Connectivity business versus T-Mobile's 22% margins, the new competition threatens to further compress T-Mobile's profitability.

10/23/2026, 11:35 AM • The Motley Fool

Stock Market Today, Oct. 21: AT&T Beats Earnings on Strong Fiber Growth, Raises 2026 Profit Outlook

AT&T reported better-than-expected earnings with record internet additions and raised its 2026 profit outlook, but the stock fell 6.45% as investors focused on higher spending needs and growing competition from SpaceX's direct-to-device connectivity plans. The company also agreed to sell its Mexico wireless unit for $2 billion.

10/21/2026, 4:52 PM • The Motley Fool

SpaceX Is Buying Airwaves to Take On the Wireless Carriers. Is the Stock a Buy?

SpaceX agreed to purchase Grain Management's 800 MHz spectrum portfolio for approximately $8 billion to enhance Starlink Mobile's indoor coverage capabilities. While the deal threatens traditional wireless carriers, the analyst argues SpaceX stock remains overvalued at over 80 times sales, with meaningful revenue from mobile service still over a year away.

10/18/2026, 10:23 AM • The Motley Fool

Better Telecom Stock: AT&T vs. Verizon Communications

AT&T and Verizon are compared as investment options for 2026. AT&T has improved profitability with a 17.4% net margin after divesting media assets, while Verizon has pursued aggressive acquisitions to expand fiber and broadband capabilities. Despite AT&T's higher net margin and lower valuation, the analyst recommends Verizon due to its superior dividend track record (20 consecutive years of increases, 6.57% yield vs. AT&T's 4.94%), stronger free cash flow, and more attractive forward P/E ratio, despite higher debt levels from recent acquisitions.

10/13/2026, 9:20 AM • The Motley Fool

Here's the 1 Thing I'd Wait to See Before Buying SpaceX Stock.

SpaceX stock has declined from its IPO high despite strong growth prospects in Starlink and Starship. However, the company's AI business segment is a major concern, with operating losses widening from $2.46 billion to $3.73 billion in H1 2026, erasing Starlink's $2.84 billion operating profit. At a 49x sales valuation with a $2.2 trillion market cap, the analyst recommends waiting until SpaceX proves its AI investments are not just a money pit before investing.

10/10/2026, 1:05 PM • The Motley Fool

Stock Market Today, Oct. 9: AT&T Slides on SpaceX Spectrum Deal Threat

SpaceX's acquisition of 800 MHz low-band spectrum triggered a sharp selloff in legacy wireless carriers on October 9, 2026. AT&T dropped 9.81%, Verizon fell 8.75%, and T-Mobile declined 13.27% as investors worried about increased competition and the erosion of the telecom oligopoly. However, analysts note AT&T's strong dividend yield (5%) and fiber infrastructure may provide some downside protection.

10/09/2026, 5:20 PM • The Motley Fool

Elon Musk Just Delivered Great News to SpaceX Investors and Bad News to Traditional Telecom Investors

SpaceX announced plans to acquire a low-band spectrum portfolio from Grain Management for $8 billion, completing its spectrum needs for mobile service. The low-band spectrum enables signals to travel through walls and solid structures, allowing Starlink to enhance its mobile service capabilities. While this threatens traditional telecom carriers, analysts expect SpaceX won't materially impact their operations until at least 2029.

10/09/2026, 1:37 PM • The Motley Fool

Why T-Mobile Stock Just Crashed

SpaceX has purchased spectrum from Grain Management to launch Starlink Mobile as a major U.S. mobile carrier, causing T-Mobile stock to plunge 13%. The move transforms SpaceX from a T-Mobile partner providing emergency coverage into a direct competitor, threatening T-Mobile's expected growth advantage over AT&T and Verizon.

10/09/2026, 1:21 PM • The Motley Fool

SCTE TechExpo26 Showcases the Technology Powering the Connected Future

SCTE wrapped up TechExpo26 in Atlanta, attracting over 245 speakers, 300 exhibitors, and thousands of industry leaders from 50+ countries. The event highlighted the shift toward intelligent, converged broadband networks powered by AI and automation. Key discussions included cybersecurity infrastructure protection with White House National Cyber Director Sean Cairncross, and the STRIKE initiative to combat broadband infrastructure theft and attacks. TechExpo27 is planned for Denver in September 2027.

10/01/2026, 2:40 PM • GlobeNewswire

Is Verizon the Year's Best Telecom Stock?

Verizon Communications has undergone a significant turnaround in 2026 under new CEO Dan Schulman, beating quarterly expectations and achieving 184,000 postpaid net phone additions. The company's acquisition of Frontier Communications boosted fiber broadband connections by 43% year-over-year, while targeting $5 billion in cost cuts. Verizon's stock has risen over 25% this year with expanding EBITDA and margins, positioning it as a potential top-performing telecom stock compared to competitors T-Mobile and AT&T.

09/18/2026, 5:15 AM • The Motley Fool

Nokia accelerates AI-RAN adoption as global operators embrace AI-native network evolution on NVIDIA platforms

Nokia announced expanding global momentum for AI-RAN technology, with major telecom operators across multiple regions advancing from evaluation to live field trials. The AI-RAN platform has delivered over 20% improvements in spectral efficiency, with further gains planned through 2028. The partnership with NVIDIA and growing operator ecosystem demonstrates AI-RAN's transition from research concept to commercial deployment for 5G and 6G networks.

09/16/2026, 5:00 AM • GlobeNewswire