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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Telephone and Data Systems Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Telephone and Data Systems Q2 Earnings Call Highlights

Telephone and Data Systems (NYSE:TDS) reported second-quarter progress in its fiber expansion and tower operations, while lowering revenue expectations for its telecom business amid continued pressure from legacy copper and cable services. The company also said Array Digital Infrastructure completed

Verizon (VZ) Faces A New Threat As SpaceX Plans A Mobile Network
Simply Wall St.14d agoneutral
Verizon (VZ) Faces A New Threat As SpaceX Plans A Mobile Network

SpaceX plans to launch a terrestrial mobile network that will compete directly with Verizon and other major U.S. carriers. The company aims to use its existing Starlink satellite broadband system and new land-based assets to offer enhanced mobile services by 2027. This move targets the same consumer and enterprise segments that Verizon Communications (NYSE:VZ) currently serves. For Verizon Communications, the new SpaceX plan adds another layer of competition on top of ongoing 5G rollouts...

These Stocks Are Making Moves Today, Thanks to SpaceX
Barrons.com14d agoneutral
These Stocks Are Making Moves Today, Thanks to SpaceX

SpaceX has designs to leverage its dominant position in the space business into a dominant position in AI and communications. SpaceX stock, for starters, was down about 12% at $110. Nvidia shares were up 3.1% partly because SpaceX is using their chips for its Starmind AI computing satellites.

Telecom Stocks Slip After SpaceX Takes Aim at Their Market Share
The Wall Street Journal14d agoneutral
Telecom Stocks Slip After SpaceX Takes Aim at Their Market Share

SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers.

SpaceX's mobile ambitions jolt US telecom market, analysts debate threat
Reuters15d agoneutral
SpaceX's mobile ambitions jolt US telecom market, analysts debate threat

SpaceX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, ‌AT&T and T-Mobile. SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals ‌announced last year, giving Starlink airwaves to expand into mobile services. "The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build ​out terrestrial," SpaceX President Gwynne Shotwell said during a post-earnings call on Tuesday.

SpaceX Sends Telecom Providers a Shot Across the Bow
The Wall Street Journal15d agoneutral
SpaceX Sends Telecom Providers a Shot Across the Bow

SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.

Wireless Stocks Turn Lower on SpaceX Mobile Plans
Barrons.com15d agoneutral
Wireless Stocks Turn Lower on SpaceX Mobile Plans

Shares of T-Mobile, AT&T, and Verizon Communications dipped late Tuesday after SpaceX said it planned to launch a mobile offering in 2027. SpaceX can use its Starlink space-based broadband product to offer service. Shares of T-Mobile were off 1.8% in after-hours trading.