US Telecoms Slide On Starlink Mobile Threat; Bernstein Sees It As A "Jab, But No Knockout Yet" U.S. telecom stocks fell in premarket trading after SpaceX, during its first earnings call as a publicly traded company on Tuesday evening, outlined its vision for Starlink to challenge Verizon, T-Mobile, and AT&T. This was the market reaction to discussions surrounding @Starlink Mobile during the SpaceX Earnings Call. The big three telecom giants fell. The same thing happened when SpaceX acquired spectrum last year. https://t.co/4FfvFQdOTB pic.twitter.com/tAG7ywTxY7 — Nic Cruz Patane (@niccruzpatane) August 4, 2026 SpaceX President & COO Gwynne Shotwell told investors about its future impact on big telecom: "Roughly, between...
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