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SpaceX's $8 billion low-band spectrum acquisition marks a direct challenge to AT&T's mobile business, yet rising leverage could limit execution.

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SpaceX's modest $8B spectrum acquisition gives it most of the holdings needed for nationwide phone plans and bundles, potentially elevating Starlink Mobile into a full competitor.

Market reaction prices AT&T shares down 7% on SpaceX's nationwide low-band spectrum purchase, viewing it as a shift from partnership to head-to-head...

SpaceX's 800 MHz spectrum purchase and direct-to-device plans sparked immediate competition worries for AT&T's wireless business.

• Stock reaction:...

REV Fiber's groundbreaking in Central, Louisiana marks the start of a BEAD-funded project to connect 2,840 locations, aligning with the state's goal...

AT&T and other telecom stocks face a nightmarish end to the week from SpaceX-related pressure, yet the decline is framed as a potential opportunity to buy beaten-down shares rather than a lasting competitive threat.

AT&T’s orderly 2026 CFO retirement gives markets years to observe shifts in debt management, capex discipline, and dividend policy rather than...

SpaceX's acquisition of Grain Management's nationwide 800 MHz spectrum portfolio sent AT&T shares tumbling 7.6% in after-hours trading.

Key...

Quintet Private Bank Europe increased its AT&T stake as shares traded at $24.77, following quarterly EPS of $0.65 that beat estimates of $0.59 and...

OpenAI's partnership with AT&T follows a recurring template where telco tie-ups start small in revenue terms and trigger muted carrier reactions....

Affected customers face modest payouts from the $177M settlement tied to 2019 and 2022 breaches.

• Tier 1 (SSN exposed): $39–$40 per approved claim;...

• Wireless holds firm: Steady postpaid phone additions and low churn continue alongside fixed wireless gains
• Fiber footprint widens: Expansion...

AT&T's new Gigapower joint venture with Global Infrastructure Partners and CPP Investments gives it 50% ownership of a wholesale fiber platform while...

AT&T Inc. stock reached a 52-week low of 18.75 USD after declining 19.31%. This marks a substantial pullback in the shares.

AT&T股价10月7日交易于EUR 21.99，较前收盘上涨1.52%。

第二季度收入增2.3%至315.6亿美元，EPS 0.65美元超预期。

• 新增43.2万postpaid手机用户，融合率42.5%
• 10月21日Q3财报前，市场关注Lumen整合与假期周期延续性

AT&T shares have declined over the past year even as fundamentals met expectations.

• Margin pressure risk lingers from lackluster Fiber ARPU
• 4.6%...

AT&T forms a 50/50 fiber joint venture with BlackRock’s GIP and CPP Investments by combining Forged Fiber 37 and Gigapower assets, gaining a...

Cheaper fiber options from Optimum and Verizon are pressuring incumbents like AT&T to sharpen customer-acquisition tactics.

• AT&T Fiber starts at...

Final court approval means payments will be distributed once appeals expire and claims are reviewed.

• Actual payouts far lower than earlier...

Despite Starlink Mobile facing overall consumer resistance, AT&T users showed the highest willingness to try the service at 52%. This standout...