Paid articlePaywallSpaceX: Spending Like A Telecom, Borrowing Like A Hyperscaler:
SpaceX reportedly agreed to pay $8 billion for Grain’s 800 MHz spectrum and is seeking $40 billion ...
seekingalpha.com/article/4953213-spacex-spending-like-a-telecom-borrowing-like-a-hyperscaler
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Elon Musk’s SpaceX Needs at Least €200 Billion to Challenge US Telecom Giants, Says Deutsche Telekom CEO Tim…
benzinga.com/markets/tech/26/11/62972597/elon-musks-spacex-needs-at-least-e200-billion-to-challenge-us-telecom-giants-says-deutsche-telekom-ceo-tim-hottges-welcome-to-the-party
Elon Musk sends a strong signal to SpaceX stock investors : A single remark from Musk at an investor conference moved three telecom stocks in opposite directions ...
kentucky.com/news/business/article317988390.html
Paid articlePaywall Elon Musk opens the door for a big SpaceX acquisition: The rocket and satellite-internet company is looking to challenge telecom giants
marketwatch.com/story/elon-musk-opens-the-door-for-a-big-spacex-acquisition-4f62bcad
Wall Street on edge after $1.4 trillion wipeout: For years, Wall Street has been happy to write blank cheques for some of the biggest companies in the world ...
theage.com.au/business/markets/wall-street-on-edge-after-1-4-trillion-wipeout-20261102-p61ahd.html
US telecom operators wobble after report SpaceX in talks for cell sites: US telecom stocks declined on Friday after a report that SpaceX was seeking thousands of ...
reuters.com/business/media-telecom/us-telecom-operators-wobble-after-report-spacex-talks-cell-sites-2026-10-23/
Wccftech Oct 10
T-Mobile CTO Takes A Dig At SpaceX, Says Elon Musk’s Acquisition Of A Tiny Sliver Of The 800 MHz Band That T-Mobile Already Dumped “Doesn’t Make A Network”
wccftech.com/t-mobile-cto-takes-a-dig-at-spacex-says-elon-musks-acquisition-of-a-tiny-sliver-of-the-800-mhz-band-that-t-mobile-already-dumped-wont-make-a-network/
Elon Musk’s growing SpaceX empire sends AT&T, Verizon and T-Mobile shares plunging
nbcnews.com/business/corporations/elon-musk-spacex-verizon-tmobile-att-rcna602525
SpaceX has a plan to make your phone carrier obsolete : A quiet airwaves deal rattled telecom investors, but the timeline for your phone bill tells a different ...
star-telegram.com/news/business/article317580137.html
AM Markets Need to Know: Apple cuts iPhone orders, SpaceX targets spectrum deal, and more
seekingalpha.com/news/4651681-am-markets-need-to-know-apple-cuts-iphone-orders-spacex-targets-spectrum-deal-and-more
Telecom tower REIT stocks jump after SpaceX-Grain Management spectrum deal: Telecom tower REIT stocks were surging after investment firm Grain Management said ...
seekingalpha.com/news/4651823-telecom-tower-reit-stocks-jump-after-spacex-grain-management-spectrum-deal
Paid articlePaywall How SpaceX Could Fool AT&T, Verizon, And T-Mobile (And Still Not Be A Buy): SpaceX’s $8B 800 MHz spectrum buy boosts Starlink Mobile direct-to-cell ...
seekingalpha.com/article/4953043-how-spacex-could-fool-att-verizon-t-mobile-and-still-not-be-buy
The AI trade gets a boost ahead of earnings seasons' final boss: The AI infrastructure trade is back.
businessinsider.com/ai-infrastructure-trade-gets-a-boost-coreweave-nebius-nvidia-earnings-2026-8
Nvidia’s great silicon showdown
mb.com.ph/2026/08/12/sison-calls-out-ligutan-over-facebook-post-during-vp-saras-impeachment-trial
The growing jitters over hyperscaler debt: Among investors, there is a small but growing concern that the tech giants may have bitten off more than they can chew ...
axios.com/2026/07/27/debt-data-center-oracle-goole
Nvidia Wants to Decouple Its Reputation From Meta, Amazon, Google, and Microsoft: The four hyperscalers are spending outrageous amounts on AI and raising ...
gizmodo.com/nvidia-wants-to-decouple-its-reputation-from-meta-amazon-google-and-microsoft-2000761550
How AI debt compares to dot-com era telecom borrowing
dlvr.it/TSSPn1
Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard ...
tomshardware.com/tech-industry/memory-will-consume-30-percent-of-hyperscaler-spending-this-year
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