10/12/2026
Tower stocks surged by double digits Friday amid speculation that Starlink could build its own network at an estimated cost of $150 billion, while carrier stocks took a hit. Reports also suggest Elon could launch a phone in 2028 to compete with Apple and Samsung. We haven’t seen a major disruptor enter this market in years. Do you think Elon can take significant market share from wireless carriers and smartphone manufacturers?
Reprinted in part from Friday BULLETIN SpaceX announced it has agreed to acquire Grain Management’s nationwide 800 MHz spectrum portfolio, potentially expanding Starlink Mobile’s ability to deliver satellite-to-phone services. The […]