SpaceX Wireless Network vs. Verizon and AT&T: What Satellite Competition Means for Telecom Investors

Podcast: InvestTalk · Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Opublikowano: 2026-10-19

Verizon stock suffered its worst single day since 2002 after reports of SpaceX planning a U.S. wireless network sent shockwaves through the entire telecom sector. When a disruptive space-based competitor threatens the core business model of trillion-dollar incumbents, the structural implications for telecommunications investing are enormous. Today's Stocks & Topics: Celanese Corporation (CE), Market Wrap, Curtiss-Wright Corporation (CW), The Survey of Consumer Finances (SCF), PepsiCo, Inc. (PEP), SpaceX Wireless Network vs. Verizon and AT&T: What Satellite Competition Means for Telecom Investors, Take-Two Interactive Software, Inc. (TTWO), Palladium, Global X Uranium ETF (URA), VanEck Gold Miners ETF (GDX...