One SpaceX report is repricing an entire industry, and it's leading Friday's biggest movers$Crown Castle(CCI.US) +11.3% …
One SpaceX report is repricing an entire industry, and it's leading Friday's biggest movers
$Crown Castle(CCI.US) +11.3% after Bloomberg reported SpaceX is in talks to lease 80,000+ US cell sites for a 4th national carrier$American Tower(AMT.US) +4.9% and $SBA Communications(SBAC.US) +4.3% are riding the same report, while carriers $AT & T(T.US)-Mobile US(TMUS.US) -5.1% and $AT & T(T.US) -5.5% slide$Robert Half(RHI.US) +20.9% after its core staffing business grew year over year for the first time since 2022$Comfort Systems USA(FIX.US) -7.5% even with revenue up 54% to $3.77B and a record $17.81B backlog, as co-founder and CFO Bill George announced his retirement$Bloom Energy(BE.US) -12.0% despite beating and raising its 2026 revenue guide to $4.4B to $4.6B, on record capex and about $180M of negative net cash flow$LKQ(LKQ.US) -20.3% after preliminary Q3 EPS of $0.47 to $0.53 vs $0.69 expected, a CEO exit and a pulled 2026 outlookTwo of today's worst losers actually beat estimates. In this tape a beat isn't enough, investors are punishing cash burn and any leadership uncertainty, while a single SpaceX headline can rewrite the outlook for towers and telecoms in one morningSource: StockMarket.News
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