Yahoo Finance • 10 hours ago

Why Apple May Have a SpaceX Problem

SpaceX’s mobile ambitions could threaten the carrier subsidies that support Apple’s iPhone sales, though competition may initially boost promotions. Continue Reading... Full story

Yahoo Finance • 10 hours ago

SpaceX's Starlink could pose 3 big risks to Apple, BofA warns

Apple's (AAPL) top and bottom lines may look vastly different years from now if SpaceX's (SPCX) Starlink becomes a major player in the wireless industry. Elon Musk's rocket business said late last week that it acquired a nationwide low-ba... Full story

Yahoo Finance • 12 hours ago

SpaceX could capture 13% of U.S. wireless market by 2036, Pivotal says

[The top of the SpaceX Starlink app on an iPhone.] JL Images/iStock Editorial via Getty Images SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) could emerge as a fourth major U.S. wireless carrier following its agreement to acquire na... Full story

Yahoo Finance • 13 hours ago

T-Mobile Rises on Upgrade; IonQ to Buy Elisity | Stock Movers

On this episode of Stock Movers:- Amazon (AMZN) shares are moving on news it's in negotiations to acquire Decart AI, an artificial intelligence startup, in a deal that could be valued at around $7 billion, the Wall Street Journal reported.... Full story

Yahoo Finance • 15 hours ago

Why SpaceX’s Spectrum Purchase Is Good for AST SpaceMobile Stock

Deutsche Bank upgraded AST SpaceMobile to Buy, arguing that SpaceX’s spectrum purchase could strengthen AST’s appeal to wireless carriers. Continue Reading... Full story

Yahoo Finance • 15 hours ago

AT&T (T) Got Hit by a SpaceX Scare. Is Its Moat Really Cracking?

One headline from SpaceX was enough to rattle the biggest names in US telecom. According to CNBC, SpaceX struck a deal to acquire a spectrum license this week, and shares of AT&T (NYSE:T), Verizon, and T-Mobile all took a beating as invest... Full story

Yahoo Finance • 15 hours ago

AST SpaceMobile upgraded to buy at Deutsche Bank as selloff called misread

Investing.com -- Deutsche Bank upgraded AST SpaceMobile (NASDAQ: ASTS) from Hold to Buy, maintaining a $93 price target and arguing that last Friday's sharp selloff was a market misread. The price target implies substantial upside from Fri... Full story

Yahoo Finance • 16 hours ago

Telecom Stocks: Build, Partner Or Buy? SpaceX Keeps Wireless Giants Guessing

Telecom stocks face mounting pressure as investors ponder Elon Musk's wireless strategy amid SpaceX's spectrum purchases. Continue Reading... Full story

Yahoo Finance • 16 hours ago

T-Mobile trades higher after Raymond James says the SpaceX threat is overstated

[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret T-Mobile US (TMUS [https://seekingalpha.com/symbol/TMUS]) moved higher in premarket trading on Monday after Raymond James upgraded the telecomm stock to O... Full story

Yahoo Finance • 16 hours ago

Raymond James upgrades T-Mobile, says SpaceX competition fears are overblown

Investing.com -- Raymond James raised its rating for T-Mobile to Outperform from Market Perform on Monday ahead of third-quarter results, saying concerns about competition from SpaceX have been overdone. Before you buy NVIDIA: our AI mode... Full story

Yahoo Finance • 16 hours ago

SpaceX stock poised for a catalyst-fueled 2027

SpaceX (SPCX) isn't going quietly into what could be an eventful 2027. Elon Musk's rocket business said late last week it acquired a nationwide low-band spectrum portfolio. It positions Musk's satellite business, Starlink, to challenge le... Full story

Yahoo Finance • 20 hours ago

US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Concerns Meet Weak Sentiment

The Morning Bull - US Market Morning Update Monday, Oct, 12 2026 US stocks are set for a cautious open, with sentiment pulled in two directions by inflation worries and weakening consumers. The dominant driver today is the jump in US infl... Full story

Yahoo Finance • 2 days ago

Trending stocks this week as investors weigh Fed outlook, AI concerns

Wall Street ended the week higher as Federal Reserve meeting minutes reinforced a hawkish policy outlook, a major SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) deal rattled telecom stocks, and AI infrastructure companies faced renew... Full story

Yahoo Finance • 2 days ago

Elon Musk Says SpaceX Can Outgrow Earth. The First Victim May Be Your Phone Bill

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Space Exploration Technologies Corp sees its next major growth opportunity in monthly phone bills. With Starlink moving toward a nationw... Full story

Yahoo Finance • 2 days ago

T-Mobile Crews and Teams Restore Connectivity as Gulf Coast Communities Recover from Hurricane Isaias

T-Mobile SatCOLTT-Mobile Business Operations CenterT-Mobile generators being deployedT-Mobile emergency response assetsT-Mobile disaster response B-roll As Gulf Coast communities face widespread power outages and begin recovery, T-Mobile... Full story

Yahoo Finance • 2 days ago

Verizon (VZ) Stock Could Be Undervalued On Satellite Competition News

Verizon Communications has seen its share price move sharply in recent years, and the latest swings are pushing investors to ask a simple question: Is the current valuation of the stock still in line with the earnings power of the business... Full story

Yahoo Finance • 3 days ago

Sirius XM (SIRI) Stock Is Up, What You Need To Know

What Happened? Shares of satellite radio and media company Sirius XM (NASDAQ:SIRI) jumped 2.7% in the morning session after market participants linked SpaceX's $8 billion deal for Grain Management's spectrum portfolio to the value of the... Full story

Yahoo Finance • 3 days ago

SpaceX snaps up the 800 MHz spectrum T-Mobile dumped for $2.9 billion — and T-Mobile, Verizon, AT&T stocks are sliding

When T-Mobile and Sprint completed their merger in 2020, one of the conditions the company agreed to was selling off its 800 MHz spectrum portfolio. It took a while, but that sale was completed in August. Authorities at the company didn't... Full story

Yahoo Finance • 3 days ago

Semiconductor stocks lead Nasdaq's weekly decliners amid wider hit on AI trade

[Arm, Inc headquarters in Silicon Valley] Sundry Photography The Nasdaq Composite Index (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) closed flat in the green on Friday, a day after falling more than 1%. It ended +0.64% at 27,366.... Full story

Yahoo Finance • 3 days ago

Telecom CEOs have been 'downplaying' the competitive risk of SpaceX's Starlink for years

LightShed Partners TMT analyst and partner, Walter Piecyk, sits down with Yahoo Finance Senior Reporter Brooke DiPalma to discuss SpaceX's (SPCX) move into telecom and to share his predictions. Video Transcript 00:00 Speaker A Why are y... Full story