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Telecom analyst Roger Entner (@RogerEntner), who correctly predicted SpaceX’s ($SPCX) spectrum deal, says Elon Musk (@elonmusk) follows a clear pattern: “He’s a builder. He’s not a buyer.”
He sees Starlink Mobile as another piece of Musk’s long-term Mars strategy.
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Telecom stocks have long been considered a relatively safe bet for investors, but a combination of competition from SpaceX and rising treasury yields is threatening to upend that equation
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Telecoms networks disrupted in Tigray as Ethiopia's military cites major losses by rebels
US telecom operators wobble after report SpaceX in talks for cell sites
US telecom operators wobble after report SpaceX in talks for cell sites
Leading telecom operators are adding NVIDIA computing across data centers and cell sites to bring AI services closer to users, alongside live-network AI-RAN pilots with @nokia.
Announced at GTC Berlin:
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Big Telecom in July: “basically not possible because of physics.” 📡
@elonmusk: 🍺
$T $VZ $TMUS $SPCX
US TELECOM STOCKS EXTEND LOSSES: VERIZON -6.6%, AT&T -7.2%, T-MOBILE US -6.6%
US TELECOM STOCKS SLIDE AFTER SPACEX SPECTRUM PURCHASE: VERIZON -5.1%, AT&T -5.8%, T-MOBILE US -5.8%