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

SpaceX Is Changing: Here's What You Need to Know

SpaceX is transitioning from a pure space launch company to an AI and telecommunications giant. While the company will reduce launch frequency in 2026-2027 as it retires Falcon 9 rockets, larger Starship vehicles will compensate with greater payload capacity. The real growth opportunity lies in Starlink's expansion into mobile telecommunications, with V3 satellites promising 100x bandwidth increase. SpaceX recently acquired $8 billion in cellular spectrum licenses to become a major U.S. mobile carrier, rivaling Verizon and AT&T.

10/17/2026, 8:08 AM • The Motley Fool

2 High-Yield Dividend Stocks Worth Buying Before 2026 Ends

Verizon Communications and Pfizer are highlighted as attractive high-yield dividend stocks for income investors. Verizon offers a 6.5% forward dividend yield backed by strong subscriber growth and improved customer retention, while Pfizer provides a 6.1% yield with a 352-consecutive-quarter dividend history and growth potential from its oncology pipeline and 96 research programs.

10/15/2026, 4:23 PM • The Motley Fool

Verizon delivers extra value with free safety, family and AI perks

Verizon announced enhanced customer benefits including complimentary family safety tools (Digital Secure, Family with Safe Walk, Call Filter), six months of free Google AI Pro for eligible subscribers, and expanded loyalty rewards through waived fees, 3% Verizon Dollars cashback, and exclusive Verizon Shine experiences.

10/14/2026, 11:00 AM • GlobeNewswire

AST SpaceMobile vs. Rocket Lab: Which Space-Focused Stock Is a Better Buy in 2026?

AST SpaceMobile and Rocket Lab represent two different approaches to the space economy: AST focuses on satellite-based cellular broadband connecting directly to smartphones, while Rocket Lab provides launch services and spacecraft components. Both companies are unprofitable but show different paths to profitability. AST expects to turn profitable by 2029 with 45 satellites operational by end of 2026, while Rocket Lab's proposed $8 billion acquisition of Iridium Communications could position it as a SpaceX competitor. The article concludes Rocket Lab offers a better entry point for growth investors due to more reasonable valuation ratios.

10/13/2026, 4:22 PM • 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

AST SpaceMobile vs. Intuitive Machines: Which Space Stock Is a Better Buy in 2026?

The article compares two space economy stocks: AST SpaceMobile, which builds satellite-based cellular broadband networks, and Intuitive Machines, which provides lunar delivery and data services. While both are high-risk ventures with significant losses and heavy capital requirements, the author recommends Intuitive Machines due to its lower valuation multiples and less competitive market position, despite both companies facing substantial execution risks.

10/12/2026, 9:09 AM • The Motley Fool

How to Beat a Choppy Market With 4 Steady Stocks

The article recommends four defensive stocks to weather market volatility: Walmart, Realty Income, PepsiCo, and Verizon. These companies are characterized by resilient earnings, long dividend growth histories, and pricing power. Walmart and PepsiCo are Dividend Kings with 50+ years of consecutive increases, while Realty Income has outperformed the S&P 500 in 11 of 13 major corrections since 1994. Verizon offers a high dividend yield with 20 years of consecutive increases.

10/11/2026, 1:01 PM • The Motley Fool

AST SpaceMobile Has $3.7 Billion in Liquidity and No Commercial Revenue. Here's How to Value That.

AST SpaceMobile, a LEO satellite developer with a $15.3 billion market cap, currently generates no commercial revenue despite holding $3.7 billion in liquidity. The company relies on government contracts and prepayments from telecom partners. However, analysts project significant growth potential as AST plans to expand its satellite constellation to 45 satellites next year, with revenue expected to surge from $169 million in 2026 to $1.73 billion by 2028.

10/10/2026, 12:05 PM • The Motley Fool