Telecom Industry News

A collection of Telecom latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

wsj.com - Steven Rosenbush - A Veteran of the Telecom Bust Navigates the AI Boom
A Veteran of the Telecom Bust Navigates the AI Boom
Wall Street Journal –

The historic telecommunications crash of 2001 is burned indelibly into Ciena CEO Gary Smith's memory, yet he is cautious about viewing rising anxiety over today's AI boom as an echo of that past. Smith, 66 years old, has led the optical networking…

econotimes.com - Celia Rowan - Wall Street Futures Lose Ground; Telecom Stocks Slide in Premarket Trading
Wall Street Futures Lose Ground; Telecom Stocks Slide in Premarket Trading
EconoTimes –

A technology-led selloff kept U.S. equity futures under pressure early Friday, while wireless carrier stocks fell after Bloomberg reported SpaceX was seeking access to at least 80,000 cell sites. Reuters' futures snapshot at 6:09 a.m. ET (10:09…

zerohedge.com - Tyler Durden - SpaceX Targets 80,000 Cell Sites To Challenge Telecom Giants As Wall Street Weighs In
SpaceX Targets 80,000 Cell Sites To Challenge Telecom Giants As Wall Street Weighs In
Zero Hedge –

Elon Musk is accelerating plans to build a fourth major nationwide wireless carrier, with SpaceX seeking access to at least 80,000 US cell sites, according to Bloomberg News. The prospect of a new rival to AT&T, Verizon, and T-Mobile lifted tower…

whtc.com - Thomson Reuters - Wall St opens lower after AI rout; SpaceX worries hit telecoms
Wall St opens lower after AI rout; SpaceX worries hit telecoms
1450 AM 99.7 FM WHTC | Holland –

By Thomson Reuters Oct 23, 2026 | 9:34 AM Oct 23 (Reuters) – Wall Street's main indexes opened lower ​on Friday ‌as caution prevailed after a sharp selloff in AI-linked ‌stocks, ​while telecom ⁠stocks…

arstechnica.com - Jon Brodkin - Hegseth warns prediction market bets warp military judgment, endanger troops
Hegseth warns prediction market bets warp military judgment, endanger troops
Ars Technica –

Defense Secretary Pete Hegseth issued a memo warning military personnel against using nonpublic information to make bets on prediction markets, saying the wagers could give important clues to enemy countries. “Do Not Compromise Military…

tomshardware.com - Oliver Haslam - Illegal Nvidia Blackwell Ultra B300 GPUs found inside state-owned China Telecom's network - Nvidia says chip smuggling 'a drop in the bucket,' insists smuggling remains a nonfactor
Illegal Nvidia Blackwell Ultra B300 GPUs found inside state-owned China Telecom's network - Nvidia says chip smuggling 'a drop in the bucket,' insists smuggling remains a nonfactor
Tom's Hardware –

Lava, an Israeli security firm, says that it has been able to identify 32 Nvidia Blackwell Ultra B300 chips within the network of China Telecom, a state-owned company that provides telecommunications services within the country. These same chips…

marketbeat.com - Diversify Advisory Services LLC Makes New $2.18 Million Investment in SK Telecom Co., Ltd. $SKM
Diversify Advisory Services LLC Makes New $2.18 Million Investment in SK Telecom Co., Ltd. $SKM
MarketBeat –

Diversify Advisory Services LLC purchased a new stake in shares of SK Telecom Co., Ltd. (NYSE:SKM - Free Report) in the third quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 66,446 shares of the Wireless…

fool.com - Matt Frankel, CFP® - SpaceX Just Made Cell Towers Cool Again. Verizon, AT&T, and T-Mobile Are Paying the Price
SpaceX Just Made Cell Towers Cool Again. Verizon, AT&T, and T-Mobile Are Paying the Price
The Motley Fool –

There were some big moves in telecommunications stocks on Friday. On one hand, shares of cell tower owners Crown Castle (CCI +9.55%) and American Tower (AMT +3.76%) soared, with shares up by about 9% and 4%, respectively, as of midday. On the other…

247wallst.com - David Moadel - Telecom Stocks Fall as SpaceX Eyes 80,000 Cell Sites: T-Mobile Sinks 5%, AT&T Drops 4%, Verizon Slides 3%
Telecom Stocks Fall as SpaceX Eyes 80,000 Cell Sites: T-Mobile Sinks 5%, AT&T Drops 4%, Verizon Slides 3%
24/7 Wall St –

Dow Jones52,141.40−1.46% Russell 20002,753.25−1.03% Dow Jones52,141.40−1.46% Russell 20002,753.25−1.03% Dow Jones52,141.40−1.46% Russell 20002,753.25−1.03% Dow Jones52,141.40−1.46% Russell…

arstechnica.com - Jon Brodkin - Knicks sent employees fake offer of championship rings in phishing test: Report
Knicks sent employees fake offer of championship rings in phishing test: Report
Ars Technica –

The New York Knicks organization sent employees a phishing email promising free championship rings in a test of its staff's ability to detect scams, The New York Times reported yesterday. “Congratulations, your Employee Championship Ring is…

fool.com - Adam Spatacco - Not Intel. Not CoreWeave. This Underappreciated Nvidia-Backed Company Is Growing Artificial Intelligence (AI) Revenue by 123%. Here's Why It's a Buy Today for $8.
Not Intel. Not CoreWeave. This Underappreciated Nvidia-Backed Company Is Growing Artificial Intelligence (AI) Revenue by 123%. Here's Why It's a Buy Today for $8.
The Motley Fool –

When most investors think of Nokia (NOK +3.93%), they probably remember the brick phones that pioneered mobile devices decades ago. What you may not appreciate is that the Finnish company is quietly undergoing a renaissance, and artificial…

seekingalpha.com - Rick Orford - Micron: HBM's Margin Drag Flips Into A Profit Driver In 2027 (NASDAQ:MU)
Micron: HBM's Margin Drag Flips Into A Profit Driver In 2027 (NASDAQ:MU)
Seeking Alpha –

Micron Technology retains a Strong Buy rating, supported by robust guidance and a compelling valuation at 5.6x earnings. MU guides for 22% sequential weekly revenue growth and expects margins to bottom in fiscal 2027 before improving as HBM pricing…

fool.com - Will Healy - Stock Market Today, Oct. 23: AT&T Slides on SpaceX Cell-Site Talks
Stock Market Today, Oct. 23: AT&T Slides on SpaceX Cell-Site Talks
The Motley Fool –

AT&T (T -7.96%), a wireless and fiber telecom services provider, closed at $20.93, down 7.96%. Bloomberg's report on SpaceX's cell-site talks pressured the stock, and investors are now watching wireless competition and capital strategy. Trading…

businessinsider.com - Theron Mohamed - Tech investor Paul Wick says 'doom and gloom' over AI is overblown
Tech investor Paul Wick says 'doom and gloom' over AI is overblown
Business Insider –

The AI boom has shades of the dot-com bubble, but fears of an imminent crash and mass unemployment are overblown, a veteran tech investor says. At the turn of this century, there was an explosion in dot-com startups being formed, and a huge…

indianexpress.com - George Mathew - Jio IPO fires up market, subscribed 22 times over
Jio IPO fires up market, subscribed 22 times over
The Indian Express –

AI Narration This audio is AI generated. Your feedback has been reported succesfully. Jio Platforms' mega initial public offering (IPO), which closed Friday, has rewritten the record books of India's capital market, drawing bids worth over Rs 4.90…

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