Starlink targets the US mobile communications market, SpaceX (SPCX.US) opens up new growth opportunities: Wall Street focuses on the restructuring of the telecommunications industry landscape

智通财经2026/10/09 09:55

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According to Jinse Finance, SpaceX (SPCX.US), the "AI + Space Exploration" leader founded and led by Elon Musk with a market capitalization exceeding 2 trillions USD, plans a major acquisition of a nationwide 800MHz spectrum portfolio in the United States from Grain Management, involving up to 14MHz paired spectrum. This marks a key step toward becoming a comprehensive mobile communications operator. This significant transaction initiated by SpaceX is still pending approval from the Federal Communications Commission (FCC). Media reports citing insiders reveal that the deal is valued at approximately 8 billions USD. The market has subsequently reassessed the competitive barriers for traditional telecom operators. America's three leading operators—AT&T, Verizon, and T-Mobile—saw their shares quickly decline in after-hours US stock trading on Thursday, with AT&T, which in recent years has explicitly refused to cooperate with SpaceX, seeing its share price drop by about 6% at one point.

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According to Golden Ten Data APP, SpaceX (SPCX.US), founded and led by Elon Musk and valued at over $2 trillion as a leader in "AI + space exploration," plans to make a major acquisition of the nationwide 800MHz spectrum portfolio held by Grain Management in the United States, involving up to 14MHz of paired spectrum—a critical step toward becoming a full-fledged mobile communications operator. This significant transaction initiated by SpaceX still awaits approval from the Federal Communications Commission (FCC). Some media, citing informed sources, reported that the transaction amount is about $8 billion. The market immediately reassessed the competitive barriers of traditional telecom operators. The three major U.S. traditional carriers—AT&T, Verizon, and T-Mobile—fell sharply in after-hours U.S. trading on Thursday, with AT&T, which in recent years has explicitly refused to collaborate with SpaceX, dropping about 6% at one point.

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According to Zhihui Finance APP, on Friday, optical communication concept stocks generally rose, with Applied Optoelectronics (AAOI.US) surging over 10%, Coherent (COHR.US) up more than 9%, Lumentum (LITE.US) up more than 8%, Corning (GLW.US) up nearly 4%, Nokia (NOK.US) up more than 2%, and Credo Technology (CRDO.US) up over 1%.

智通财经•2026/10/09 13:52

US Stocks Unusual Movement | Optical Communication Concept Stocks Rise, Lumentum (LITE.US) Up Over 8%

Applied Optoelectronics surged 9.1% intraday; bullish options rose as much as 165%

$Applied Optoelectronics (AAOI.US)$ shares rose by 9.1% during trading hours. The highest trading volume call option saw a price change of +165%, with a trading volume of 354 contracts. For more details, refer to the options page's ranking. Option prices are highly volatile; please be aware of the risks. Click to view the AAOI options chain.

智通财经•2026/10/09 13:52

Applied Optoelectronics surged 9.1% intraday; bullish options rose as much as 165%

The three major US stock indexes opened mixed; the Nasdaq Golden Dragon China Index rose 1.32%.

The Dow Jones opened up 0.05%, the Nasdaq rose 0.55%, and the S&P 500 gained 0.27%. Among leading tech stocks, Tesla increased by 1.97%, Apple fell by 2.56%, and Netflix dropped by 1.48%. The Nasdaq Golden Dragon China Index advanced 1.32%, Li Auto rose by 5.05%, and Bilibili climbed 3.37%.

智通财经•2026/10/09 13:52