Sectors
Telecom and satellite internet
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 17
- Share
- 1.7%
- Shows
- 14
- Net sentiment
- −0.65
Up from 0.3% of episodes in the weeks before; net sentiment was +0.33.
Bullish 1Mixed 4Neutral 0Bearish 12
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 12
- SpaceX spectrum purchase threatens incumbent US telecom carriers' pricing power and network moat.SpaceX Aims for Telecom, Starbucks Eyes Chipotle 10/9/26 · Squawk Pod · Oct 9
- SpaceX spectrum purchases and terrestrial plans threaten Verizon, AT&T and T-Mobile, whose shares fell roughly 7% on the news.Fort Hood Death Penalty, Porsche’s 20% Price Hike & Vance Bans Microsoft's Visas | PBD Podcast #870 · PBD Podcast · Oct 9
- SpaceX's spectrum deal threatens major carriers, sending AT&T, T-Mobile and Verizon shares sharply lower.Is Elon Musk Coming For Your Phone Plan? · Tech Brew Ride Home · Oct 9
- Starlink's growing mobile ambitions threaten incumbent carriers, prompting a defensive carrier joint venture.Starlink Just Attacked Big Telecom — Here's How They're Fighting Back · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 6
- SpaceX's spectrum purchase threatens incumbent wireless carriers, sending AT&T, Verizon and T-Mobile sharply lower.Morning Call 10/9/26 · Morning Call · Oct 9
- SpaceX buying spectrum to enter wireless hit AT&T and Verizon shares, signaling new competition for carriers.SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26 · The Exchange · Oct 9
Show 6 moreShow fewer
- Legacy telecom faces competitive pressure from Starlink, pressuring AT&T and Comcast shares.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- SpaceX's nationwide spectrum purchase threatens incumbent carriers like AT&T, Verizon and T-Mobile.10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26 · Squawk on the Street · Oct 9
- Starlink spectrum purchase threatens AT&T, Verizon and T-Mobile.The Alt(man)ernative Narratives · Behind the Markets Podcast · Oct 9
- Starlink could displace AT&T, Verizon and T-Mobile, with AT&T shares dropping about 10% in a day.AI, SI, Doom, SpaceX, Terafab, Starlink, Jensen, Zuck, Karp, Turks · Breakaway - Investing & Finance · Oct 11
- SpaceX's spectrum purchase threatens incumbent wireless carriers' valuations.Closing Bell 10/9/26 · Closing Bell · Oct 9
- SpaceX spectrum deal threatens incumbent US telecom carriers.Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26 · CNBC's "Fast Money" · Oct 8
Mixed 4
- SpaceX spectrum deal sparked a telecom sell-off, but the threat may be overblown and create buying opportunities.SpaceX, telecom sell-off, Micron's A grades, Steve Cress origin story · Investing Experts · Oct 11
- SpaceX's spectrum purchase threatens incumbent carriers but requires heavy investment to compete.Episode 483: Microsoft's Infinite SaaS Factory, SpaceX's $8B Wireless Bet, and OpenAI's Safety Reckoning · BrianBot Broadcast · Oct 9
- SpaceX spectrum purchase threatens traditional carriers, though whether it can build a true network is debated.11AM Hour: FCC Chairman Brendan Carr, Apollo's Torsten Slok & Macao Gambling Revenue Lags 10/9/26 · Squawk on the Street · Oct 9
- SpaceX spectrum purchase hit carriers, which analysts see as an overreaction, while towers may benefit.Closing Bell Overtime 10/9/26 · Closing Bell · Oct 9
Around it
Companies named
Shows that covered it most
- Squawk on the Street3
- Closing Bell2
- Next TMT Talks: The Intersection of Technology, Media and Telecom1
- CNBC's "Fast Money"1
- Tech News Daily1
- Behind the Markets Podcast1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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