SpaceX $8B spectrum deal repricing AT&T -9.8% T-Mobile -13% proves LEO threat is real and telco capex is dead money.…

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Oct 12, 2026 at 04:21 AM

SpaceX $8B spectrum deal repricing AT&T -9.8% T-Mobile -13% proves LEO threat is real and telco capex is dead money. At home banks bouncing after 5% STI slide is just short covering on low volume after Citi sell call, not reversal. Don’t chase bank bounce while US telcos still free-falling.

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Featured☕️ [Task Coins Giveaway] Daily Market Talk — SpaceX's $8B Spectrum Deal Sinks Telcos

SpaceX is paying about $8B for nationwide spectrum, and US telcos got repriced in one session: AT&T -9.8%, T-Mobile -13%. At home, the banks are bouncing after last week's 5% STI slide. Let's dig in 👇...

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