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Verizon (VZ) Faces A New Rival If Starlink Launches U.S. Mobile Service
Simply Wall St.42d agoneutral
Verizon (VZ) Faces A New Rival If Starlink Launches U.S. Mobile Service

SpaceX is reportedly weighing a Starlink retail mobile internet service in the U.S., which would compete directly with Verizon Communications (NYSE:VZ), AT&T, and T-Mobile. Starlink has secured wireless spectrum licenses and may choose to operate its own retail offering rather than rely on existing carrier partnerships. This potential entry could matter most in rural and underserved areas, where Starlink's satellite network may appeal to customers with limited traditional coverage...

T Mobile (TMUS) Stock Faces Fresh Questions Over SpaceX Takeover Speculation
Simply Wall St.42d agoneutral
T Mobile (TMUS) Stock Faces Fresh Questions Over SpaceX Takeover Speculation

Speculation has emerged that SpaceX could pursue an acquisition of T-Mobile US, NasdaqGS:TMUS. Commentary has focused on how a potential deal might combine T-Mobile's national wireless footprint with SpaceX's satellite infrastructure. The discussion is centered on what such a transaction could mean for competition in the U.S. wireless market. T-Mobile US operates a large U.S. wireless network, serving consumers and businesses across mobile and data services. SpaceX has been expanding its...

Bloomberg42d agoneutral
Tech Equity Sales Renew AI Debt-Binge Worries

(Bloomberg) -- Tech companies are selling stock like it’s the dot-com boom, and some investors fear that’s a bad sign for bondholders.Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueOman Tells Allies Ships Going Through Hormuz May Have to PayIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeApple Shares Sink After Price Hikes Hit iPads and MacsThis month alone, there’s bee

Bloomberg43d agoneutral
AI’s Energy Crunch Has Investors Searching for Next IPO Winners

(Bloomberg) -- The artificial intelligence boom has a power problem, and Wall Street is betting billions on companies that promise to solve it — even if some of the technology hasn’t been fully developed yet. Most Read from BloombergLutnick Delayed Canada Bridge Debut to Seek Bigger Cut of Toll RevenueIndonesia Opens Door to Dirty Money to Fund Prabowo’s PlansOman Tells Allies Ships Going Through Hormuz May Have to PayApple Shares Sink After Price Hikes Hit iPads and MacsAn Analyst’s Missed Rema

SpaceX Joins Nasdaq-100 on July 7. Its Stock is Still Not a Buy
24/7 Wall St.43d agobullish
SpaceX Joins Nasdaq-100 on July 7. Its Stock is Still Not a Buy

The biggest IPO in history is about to reach another milestone, but smart investors shouldn’t confuse forced buying with lasting value. On July 7, SpaceX (NASDAQ:SPCX) will officially join the Nasdaq-100 after the Nasdaq exchange rewrote its eligibility rules to allow newly public mega-cap companies into the index without waiting through the traditional seasoning period. ... SpaceX Joins Nasdaq-100 on July 7. Its Stock is Still Not a Buy

The SpaceX $17 billion spectrum buy finally makes sense
TheStreet43d agobullish
The SpaceX $17 billion spectrum buy finally makes sense

SpaceX spent close to two years and nearly $20 billion buying wireless spectrum licenses that had nothing to do with rockets or satellite broadband. Analysts struggled to explain why a space company needed land-based mobile spectrum at all. That question now has an answer, and it puts the country’s ...