T-Mobile, Verizon, and AT&T are honestly cooked because @Starlink Mobile is launching in 2027.
Every single time SpaceX announced a new spectrum deal, their stocks have dropped dramatically.
With Starlink Mobile, you’ll have high-speed service indoors, outdoors, and in dead zones, directly on your unmodified phone. Game changer.
Remember that phones coming in 2027/2028 will be equipped with chipsets to handle Starlink mobile’s other higher throughput spectrum natively.
Another part of the spectrum puzzle that’s already sorted but part of the conversation before SpaceX was public so has gone under the radar.
Telecom stocks are falling after hours following SpaceX’s announcement that it plans to acquire nationwide low-band spectrum licenses to become a major U.S. mobile carrier.
AT&T $T: -6.75% 🩸
Verizon $VZ: -5% 🩸
T-Mobile $TMUS: -5.4% 🩸
Here is President Trump's full speech honoring @elonmusk today during the White House Science & Tech Innovation Summit.
Full transcript:
"First, we honor an industrial titan, a brilliant engineer, and one of the greatest technology founders to ever live. His name is Elon Musk. Quite honestly, there's nobody like him. Few Americans in history have done more to advance America’s national interests than Elon. In one field after another, his genius and determination have made science fiction into reality.
Elon founded SpaceX with his life savings in 2002 and created the first privately developed liquid-fueled rocket to reach orbit in the face of vanishingly impossible odds. Nobody thought it was possible to do the things he's doing. And in so many different ways, SpaceX saved NASA from relying on foreign nations to send our astronauts into space. And I want to congratulate SpaceX on the safe return of Crew-12 from the International Space Station just a few hours ago.
National treasure. Under Elon's leadership, SpaceX has also developed Starship, the largest rocket in history, which is caught out of thin air and for rapid reuse. And it's the first time anyone's ever seen anything quite like it. They also created the largest ever communications satellite network, Starlink.
And in North Carolina, I will tell you personally, because I was involved, we had a hurricane, one of the great water hurricanes of all time, delivered more water than at any time that we can remember on record. It saved hundreds of lives by calling Elon. I remember the governor said, sir, is there any way—do you know a man named Elon Musk? I said, I happen to know him, yes. We need Starlink because the water was so deep that many islands were created and the people had no way of getting off those islands and they had no communication.
And they said, we cannot get anybody to help us. And I called up Elon and it was like impossible to get this equipment. And he had it there in a matter of hours and saved hundreds of lives. Saved hundreds of lives in North Carolina. So I never forgot that experience.
It was a terrible time. And the job he did, and he acted so fast. Everybody said they were impossible to get. So thank you, Elon, for that very special moment. In addition, Elon created Tesla, the first successful new car manufacturer in over 75 years, producing the first commercially viable electric cars with the first consumer self-driving technology.
And interestingly, when you mentioned Tesla, my uncle, Dr. John Trump, was commissioned by the United States government to do a report on Nikola Tesla. They wanted to know, was he real or not real? Was he a true genius or not? My uncle, after a fairly short period of time, determined that he was a true and great genius and that he was real in every single way. Otherwise, you'd have to change the name of the car company.
You wouldn't want to be a— see, now, if I did the report, Elon, I might say, he wasn't that good. But my uncle was a different kind of a person than I am. And he gave Tesla the highest report. He said he was a true great genius. So very nice.
Through Neuralink, Elon is also restoring sight, speech, and motion to those who cannot see, talk, or move. And he turned SpaceX AI into one of the world's leaders in superintelligence. Elon is our modern-day Thomas Edison. And Elon, I want to congratulate you. You're my friend and all of that.
But you are a very, very special guy. Thank you very much, and congratulations, Elon. Thank you."
SPACEX SIGNS SPECTRUM DEAL TO MAKE STARLINK A MAJOR U.S. MOBILE CARRIER
$SPCX has agreed to acquire Grain Management’s nationwide portfolio of 800 MHz low-band spectrum licenses, a move the company says will pave the way for Starlink to become a major mobile carrier in the U.S.
Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
The plan is to combine satellites with a ground-based mobile network. The low-band airwaves would complement Starlink’s 2 GHz spectrum, helping improve indoor coverage and extend service into areas with weak or nonexistent cellular reception. That would put Starlink in more direct competition with AT&T, Verizon and T-Mobile.
Separately, the FCC approved a new constellation of 15,000 SpaceX satellites this week for direct-to-device mobile services, another step toward expanding Starlink’s ability to connect directly to phones.
The spectrum acquisition still requires FCC approval and other customary closing conditions. Financial terms were not disclosed.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → https://t.co/1Uaf48v5pm
BREAKING: September Fed Meeting Minutes show that most Fed officials expect another interest rate hike by year-end.
All 19 Fed officials backed the September interest rate hike.
Almost all Fed officials see inflation risks tilted upward, with some warning AI could push demand above supply and increase inflation.
How is Waymo still allowed to operate?
This is one of many videos of Waymo vehicles putting others in danger.
People get arrested for this type of behavior!
$GOOGL & $CEG are reportedly nearing a billion-dollar nuclear power deal which would put all four major hyperscalers on Constellation’s book after $MSFT, $META & $AMZN.
Wild seeing how existing nuclear capacity is essentially becoming an auction as AI companies compete for power they can actually get this decade.
BREAKING: @POTUS just signed an Executive Order to immediately cut diesel costs by temporarily allowing highway use of tax-free dyed diesel and deferring the federal diesel tax on that fuel through the end of the year — no interest, no penalties.
🚨BREAKING
SpaceX is up ~6% today after Musk teased "SpaceXSI", with one analyst calling the shares "unusually cheap."
That move added about $110,000,000,000 in market value today.
7 different politicians are holding $SPCX including President Donald Trump.
The new Sunday Q&A is live! We break down BlackRock's report on AI agents consuming crypto capacity and exactly why Solana clears the volume. Plus, analyzing the risk/reward of $100 SpaceX LEAPS for scarce retirement capital and unpacking a mega-merger collar cap. Dive in now! 📺 https://t.co/YwjBB6LyV6
$SOL $SPCX$TSLA #InvestAnswers
$INTC shares are down 4% after Elon Musk confirmed TSMC is in talks with Terafab over potential chip manufacturing cooperation.
Worth noting: Intel is also a Terafab partner.
Remove Tesla and the global EV top 20 is a Chinese group chat with one Toyota who wandered in late. 😂
We don’t appreciate Team Tesla enough.
This chart is the Jan–Aug 2026 global plugin ranking.
Model Y at 748,088 is more than #2 and #3 combined.
Model 3 is the only other non-Chinese car in the top 19.
Toyota’s bZ4X sneaks in at 20.
BREAKING: SpaceX sets a new U.S. record for reaching the International Space Station.
NASA confirms it was “the fastest launch‑to‑docking of a U.S. spacecraft in the history of the International Space Station.”
Dragon delivered four Crew-13 astronauts in just 7 hours, 55 mins on Oct 1.
This is the largest Supercharger on Earth ⚡
Tesla Oasis in Lost Hills, CA:
164 stalls
11 MW of solar
10 Megapacks
A lounge, restrooms and even a taco truck
Road tripping on I-5? This is THE stop. Incredible work by @TeslaCharging and @Maxdezegher and the Supercharger team 👏