Browsing Tag
Starlink
50 posts
Verizon (NYSE: VZ) adds 406,000 phone lines. Why is the stock falling?
Verizon delivered its strongest third-quarter wireless subscriber growth in five years, raised earnings guidance and announced a US$2 billion-plus Amazon Web Services agreement. Yet its shares declined as investors weighed weaker equipment revenue, the timing of AI infrastructure income and the emerging competitive challenge from SpaceX.
Trump-Musk Starshield dispute eases as Ukraine restores drone connectivity after week of military disruption
Ukraine restores Starshield access after restrictions disrupted drone defenses. Discover what changed and why questions over SpaceX remain.
American Airlines loses $269m despite record $16.3bn revenue as fuel costs surge
American Airlines delivered record third-quarter revenue and stronger premium travel demand, but a $1.9 billion increase in fuel expenses pushed the carrier into a net loss. Management now expects a full-year adjusted loss and slower capacity growth in 2027.
SpaceX (NASDAQ: SPCX) earns $4.4bn but spends $19.6bn. Can AI pay for itself?
SpaceX's first profitable quarter since its Nasdaq debut delivered US$14.6 billion in revenue, powered by a dramatic expansion in artificial intelligence. Yet capital expenditure exceeded quarterly sales, raising a bigger question about how quickly its computing business can fund its own growth.
Elon Musk faces scrutiny after reported Starshield slowdown disrupts Ukraine’s military defenses
Elon Musk reportedly restricted Ukraine's Starshield access, disrupting defenses. Discover what the controversy means for Ukraine and US relations.
Russia knocks out power to 600,000 Ukrainians as sudden Starlink limits deepen fears over Kyiv’s defenses
Russian strikes left 600,000 Ukrainians without power as Starlink limits disrupted drone defenses. Find out why winter risks are rapidly rising.
T-Mobile stock crashes 13% to $148.58: Is SpaceX a $24bn threat or an overreaction?
T-Mobile US lost approximately $24.4 billion in market value after SpaceX's latest spectrum deal intensified competition fears. With the stock near $149 and management forecasting $18.4 billion to $18.8 billion in adjusted free cash flow, the valuation now depends on whether satellite-enabled competition can meaningfully disrupt its earnings and customer economics.
Elon Musk targets Mukesh Ambani over Starlink India delay as government defends satellite rules
Elon Musk has escalated his criticism of India's satellite internet market, directing a sarcastic remark at Mukesh Ambani and questioning the barriers facing Starlink. Communications Minister Jyotiraditya Scindia insists security conditions apply to all satellite operators. The confrontation now extends beyond telecom regulation into a debate about competition and market access.
TGS taps Speedcast to replace physical seismic data transfers with LEO links
TGS is deploying Speedcast's multi-network LEO connectivity across its seismic fleet, targeting sustained 1 Gbit/s uploads and movement of as much as 10 terabytes of survey data per vessel each day.
SpaceX finalises $60bn Cursor acquisition, targets Anthropic in AI coding fight
SpaceX closed its $60B all-stock Cursor acquisition on Aug 14, diluting 3.4% as Cursor's coding share slid from 41% to 26% under Anthropic pressure.