Telecom Industry News
A collection of Telecom latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
SpaceX Spectrum Deal Triggers Slide in Global Telecom Stocks
A jacket hangs on a chair on the floor at the New York Stock Exchange in New York City, U.S., September 16, 2026. REUTERS/Jeenah Moon US and European telecom stocks were among the top decliners on their respective benchmarks on Friday after…
SpaceX: Spending Like A Telecom, Borrowing Like A Hyperscaler (NASDAQ:SPCX)
Deep Value Investing 14.77K Followers SpaceX reportedly agreed to pay $8 billion for Grain's 800 MHz spectrum. Grain paid T-Mobile $2.9 billion in cash plus 600 MHz licenses for those assets in August. In any case, AT&T, Verizon, and T-Mobile fell…
What Moved Markets This Week
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest…
Absurd hypocrisy': Elon Musk escalates attack on Ambani
Elon Musk has reignited his feud with Mukesh Ambani, accusing his supporters of 'absurd hypocrisy' regarding Starlink's competitive threat and market entry in India's burgeoning satellite internet sector. Elon Musk renewed his attack on Mukesh…
Elon Musk Eyes 'Complete Phone Coverage in America' as SpaceX Clears Hurdle
Elon Musk's reach spans multiple global industries, placing the billionaire (sometimes trillionaire, depending on the stock market) at the center of the electric-vehicle industry, space exploration, artificial intelligence and national politics.
Real estate stocks outperform broader markets (XLRE:NYSEARCA)
Real estate stocks edged up in a week that saw the broader AI sector face a reality check, and the Federal Open Market Committee's September meeting minutes reveal united support for the central bank's tightening cycle. Entering text into the input…
Verizon (NYSE: VZ) Tumbles As SpaceX Seizes Low-Band Spectrum And Scotiabank Trims Price Target
Verizon Communications (NYSE: VZ) closed at $41.65 on Friday, sliding more than 10% as a landmark spectrum acquisition by SpaceX rattled investors across the global telecom sector. Trading volume in Verizon surged to 88.6 million shares…
Absurd hypocrisy': Elon Musk renews attack on Ambani
Elon Musk on Sunday renewed his attack on Mukesh Ambani over Starlink's entry into India, accusing the billionaire's supporters of indulging in 'absurd hypocrisy and hyperbole' in arguing simultaneously that his satellite internet service cannot…
Elon Musk escalates Starlink row by highlighting Ambani's donations to Modi's party
Elon Musk escalated his public dispute with Indian billionaire Mukesh Ambani by sharing news reports about his donations to prime minister Narendra Modi's party, furthering a row that started with the American tech mogul lashing out at…
Ghosts of Qantas threaten Maxine Brenner's Telstra board seat
Maxine Brenner, one of the country's highest-profile directors, is facing opposition to her bid to be re-elected to the board of telecommunications giant Telstra after an influential governance advisory firm recommended clients vote against her and…
AST SpaceMobile Has $3.7 Billion in Liquidity and No Commercial Revenue. Here's How to Value That.
AST SpaceMobile (ASTS -10.48%) is a tough stock to value. The developer of low Earth orbit (LEO) satellites has a market cap of $15.3 billion, which is 90.5 times its expected 2026 revenue. It had more than $3.7 billion in total liquidity at the…
Stocks saw new highs and big declines: How the volatile AI trade moved last week's market
Stocks climbed to fresh record highs early last week, but renewed volatility in the artificial intelligence trade showed just how fickle investors can be in this market. The wheels almost came off the bus after Thursday's terrible session for tech…
Elon Musk accuses Ambani supporters of 'hypocrisy' over Starlink's India entry
Elon Musk on Sunday renewed his attack on Mukesh Ambani over Starlink's entry into India, accusing the billionaire's supporters of indulging in “absurd hypocrisy and hyperbole” in arguing simultaneously that his satellite internet…
Busan Market Chief Ellen Y.D. Kim Plots Year-Round ACFM 365 Platform, Warns Public Funding Has Stalled
The Asian Contents & Film Market (ACFM) should grow beyond its four days in Busan into a platform that runs all year, director Ellen Y.D. Kim tells Variety. She adds that public money for the market has not grown alongside it. Kim calls the idea…
AST SpaceMobile (NASDAQ: ASTS) Sits On $3.7 Billion In Liquidity As Analysts Project Tenfold Revenue Surge By 2028
AST SpaceMobile (NASDAQ: ASTS) presents one of the most complex valuation puzzles in the satellite communications sector, carrying a market cap of $15.3 billion despite generating no revenue from commercial operations. The company's…
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