SpaceX's New Deal with Qualcomm Aims to Take on Mobile Carriers. History Says It's Going to Be an Uphill Battle.

SpaceX announced a partnership with Qualcomm to launch Starlink Mobile, a new cellular carrier service to compete with AT&T, Verizon, and T-Mobile. While history suggests this is a difficult challenge—as previous fourth carriers like Boost Mobile failed—SpaceX has advantages including an established 13.6 million Starlink subscriber base, potential acquisition of Boost Mobile, and proven ability to scale internet services profitably.

11/12/2026, 10:21 AM • The Motley Fool

Nokia vs. Verizon: Which Telecommunications Stock Is a Better Buy for 2027?

The article compares Nokia and Verizon as telecommunications investments for 2027. Nokia provides network infrastructure and software with lean finances (0.2x debt-to-equity) but faces cyclical spending risks. Verizon generates massive cash flows ($19.7B free cash flow) and offers a 6%+ dividend with 20 consecutive years of increases, but carries heavy debt (1.9x debt-to-equity). The analyst recommends Verizon for 2027 due to its superior valuation multiples, robust dividend, and established cash generation, despite Nokia's potential upside from AI-RAN technology.

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

The Best Stock to Buy Right Now in November?

The Motley Fool highlights a stock trading near its cheapest valuation in years with excellent growth prospects as a potential buy for November 2026. The article discusses various market movements and stock recommendations across technology and other sectors.

11/10/2026, 6:00 AM • The Motley Fool

Why AT&T Stock Slumped in October

AT&T's stock fell over 14% in October despite beating third-quarter earnings estimates, primarily due to investor concerns about SpaceX's aggressive expansion into the consumer telecom market. SpaceX acquired wireless spectrum, secured FCC approval for its Gen2 satellite constellation, and reportedly plans to establish 80,000 cell sites across the U.S., positioning itself as a potential nationwide wireless carrier that could threaten incumbent telecom providers.

11/08/2026, 2:26 AM • The Motley Fool

DOX Shareholder Notice: Amdocs Limited Under Investigation for Potential Securities Violations over Alleged Misrepresentations to Investors

Securities law firm BFA Law is investigating Amdocs Limited for potential securities fraud related to misleading statements about progress under its T-Mobile agreement. Amdocs revealed a legal dispute with T-Mobile and provided disappointing 2027 guidance assuming termination of the agreement, leading to a 30% stock drop on November 4, 2026.

11/04/2026, 6:50 PM • GlobeNewswire

Amdocs: 3 Key Takeaways for Long-Term Investors

Amdocs signed an 8-year strategic agreement with AT&T to deploy its new AI-powered Agentic Operating System and acquired insurance software company EIS for $340 million to diversify beyond telecommunications. However, a legal dispute with T-Mobile, a key customer, has forced management to issue conservative guidance with fiscal 2027 revenue expected to decline 7-11% pro forma. The company expects recovery in fiscal 2028 with mid-single-digit revenue growth.

11/04/2026, 9:56 AM • The Motley Fool

Why Did SpaceX Stock Just Pop?

SpaceX stock surged 4.3% after reports that Elon Musk's company is in talks to buy Boost Mobile or use its network to enter the $235 billion wireless market. After being rejected by AT&T, T-Mobile, and Verizon, SpaceX is pursuing a 'back door' strategy through Boost Mobile, which itself leases network access from AT&T and T-Mobile. This move follows SpaceX's recent FCC approval for 15,000 direct-to-cell satellites and $8 billion spectrum license acquisition, positioning Starlink as a potential fourth major U.S. mobile carrier.

11/02/2026, 11:45 AM • The Motley Fool

Barmeter Technologies Issues Statement on Sai Kumar Pola’s Warehouse Robotics Research and API Traffic Management Patent

Barmeter Technologies highlighted research by engineer Sai Kumar Pola on autonomous warehouse fleet orchestration and his patent on API traffic management. Pola's 2026 simulation study found that adaptive task-assignment approaches (market-auction and nearest-idle-robot) achieved 99-100% order completion under demand surge conditions compared to 90% for fixed-zone assignment. Pola is a named inventor on a 2023 Pitney Bowes patent on API traffic shaping, which was later cited by a T-Mobile patent application.

10/26/2026, 1:11 AM • GlobeNewswire

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