SpaceX Wireless Network vs. Verizon and AT&T: What Satellite Competition Means for Telecom Investors

About this episode

Verizon stock suffered its worst single day since 2002 after reports of SpaceX planning a U.S. wireless network sent shockwaves through the entire telecom sector. When a disruptive space-based competitor threatens the core business model of trillion-dollar incumbents, the structural implications for telecommunications investing are enormous. Today's Stocks & Topics: Celanese Corporation (CE), Market Wrap, Curtiss-Wright Corporation (CW), The Survey of Consumer Finances (SCF), PepsiCo, Inc. (PEP), SpaceX Wireless Network vs. Verizon and AT&T: What Satellite Competition Means for Telecom Investors, Take-Two Interactive Software, Inc. (TTWO), Palladium, Global X Uranium ETF (URA), VanEck Gold Miners ETF (GDX), Global X Copper Miners ETF (COPX), Red Cat Holdings, Inc. (RCAT), National Credit Union Administration (NCUA). Our Sponsors: * Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com * Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com * Check out Quince and use my code INVEST for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: ht