
SpaceX (SPCX) picks Qualcomm (QCOM) for its 5G network. Estimates of the cost go as high as $500 billion.
Qualcomm won't say what its deal is worth. Analysts and a rival CEO have very different numbers for the network around it.

SpaceX (SPCX) eyes Boost Mobile. EchoStar (ECHO) is already due up to $35 billion in SpaceX stock.
Boost Mobile's owner has been waiting on a large block of SpaceX stock since 2025. Its own filing shows how much Boost depends on AT&T and T-Mobile.

SpaceX (SPCX) asked for a band next to its new phone spectrum. Now the FCC will consider auctioning it.
The FCC put SpaceX's request on hold a day before Carr announced the vote. Amazon's phone satellites are in the picture too.

Ten Viasat (VSAT) insiders sold $54.8 million in a year. None bought stock on the open market.
A year of Viasat Forms 4 shows ten insiders selling 1,113,241 shares for $54.8 million, and not a single open-market purchase on the other side of the ledger.

EchoStar (ECHO) just reported $24.12 in earnings per share. Almost all of it came from bankruptcy.
EchoStar reported net income of $8.46 billion for the second quarter. About $9.73 billion of it was a non-cash gain booked when DISH DBS filed a prepackaged Chapter 11 on the final day of the quarter.

SpaceX is taking on the cell carriers, and analysts are floating a T-Mobile (TMUS) takeover
SpaceX just told IPO investors it will challenge the big wireless carriers with its own Starlink Mobile service, armed with $17 billion of new spectrum and satellites that work like cell towers in orbit. Here is what is real, plus the speculative T-Mobile (TMUS) takeover idea Wall Street is floating, and why Deutsche Telekom makes it hard.

What every space stock actually does, and why ASTS, RKLB and the rest fell after SpaceX went public
Space stocks ran up together on Golden Dome defense money, then fell together after SpaceX’s record IPO. Here is what AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL) and the rest of the basket actually do, and why they move as one trade.