BUZZ—US Stock Market Dynamics: SpaceX, Humana, Delta Air Lines
路透社2026/10/09 12:08Workspace search string for querying individual stock trends: STXBZ "Today's Outlook" newsletter: https://refini.tv/3LI4BU7 "Morning News Brief": https://refini.tv/3dKUyB8 Reuters, October 9 — On Friday, U.S. stock index futures rose as oil prices retreated due to easing concerns over Middle East supply. However, telecom stocks remained under pressure as SpaceX's acquisition of spectrum sparked competition concerns across the telecom sector. - **T-Mobile US Inc (TMUS.O):** Hot topic — European telecom stocks fell after the SpaceX spectrum deal. [nL6N45V0EH] - **Space Exploration Technologies Corp (SPCX.O):** Hot topic — Shares rose after reaching an agreement to acquire a nationwide low-band spectrum portfolio. [nL4N45V0KP] - **Humana Inc (HUM.N):** Hot topic — Shares rose after its “Medicare Advantage” rating was raised. [nL4N45V0LU] - **Definium Therapeutics Inc (DFTX.O):** Market buzz — Shares increased after JPMorgan gave its LSD-based therapy an “Overweight” rating. [nL4N45V0NH] - **UnitedHealth Group Inc (UNH.N):** Market movement — TD Cowen lowered its target price ahead of UnitedHealth’s Q3 financial report. [nL4N45V0OU] - **Newmont Corporation (NEM.N):** - **Gold Fields Ltd (GFI.N):** - **Harmony Gold Mining Company Limited (HMY.N):** - **AngloGold Ashanti Ltd (AU.N):** Market movement — Gold miners’ shares rose in line with a slight rise in gold prices driven by a weaker dollar. [nL4N45V0PG] - **Delta Air Lines Inc (DAL.N):** Market flash — Shares fell after sharply lowering full-year profit forecast. [nL4N45V0RA] - **Apple Inc (AAPL.O):** Hot topic — Shares declined amid reports of iPhone production cuts. [nL4N45V0SB] - **Crescent Energy Company (CRGY.N):** Hot topic — Shares fell after raising 1 billion USD to acquire Devon Energy. [nL6N45V0J4] (For the convenience of non-English speakers, Reuters has automatically translated its reports into several other languages. As automated translations may contain errors or may not capture the necessary context, Reuters does not guarantee the accuracy of the automated translation text, which is provided solely for readers’ convenience. Reuters accepts no liability for any damage or loss caused by the use of this function.)
Reuters October 9 - On Friday, U.S. stock index futures rose as oil prices retreated due to easing concerns over Middle East supply; however, telecom stocks remained under pressure as SpaceX's acquisition of spectrum sparked competition worries throughout the telecommunications sector..N
** T-Mobile US Inc TMUS.O:
Highlight - European telecom stocks declined after SpaceX spectrum deal nL6N45V0EH
** Space Exploration Technologies Corp SPCX.O:
Highlight - Shares rose after agreeing to acquire a nationwide low-band spectrum portfolio nL4N45V0KP
** Humana Inc HUM.N:
Highlight - Rose as “Medicare Advantage” plan ratings improved [nL4N45V0LU
** Definium Therapeutics Inc DFTX.O:
Market buzz - Shares rose after JPMorgan assigned an “overweight” rating to its LSD-based therapy nL4N45V0NH
** UnitedHealth Group Inc UNH.N:
Market movement - TD Cowen lowered its target price ahead of UnitedHealth’s Q3 earnings report nL4N45V0OU
** Newmont Corporation NEM.N:
** Gold Fields Limited GFI.N:
** Harmony Gold Mining Company Limited HMY.N:
** AngloGold Ashanti Limited AU.N:
Market movement — Gold prices edged up, driven by a softer U.S. dollar, lifting shares of gold mining companies nL4N45V0PG
** Delta Air Lines Inc DAL.N:
Market update — Shares fell after a significant cut to full-year earnings guidance nL4N45V0RA
** Apple AAPL.O:
Highlight - Shares fell following reports of iPhone production cuts nL4N45V0SB
** Crescent Energy Company CRGY.N:
Highlight - Shares declined after raising $1 billion to acquire Devon Energy Corporation nL6N45V0J4
(To facilitate non-native English speakers, Reuters has provided automated translations of its reports in several other languages. As automated translations may contain errors or lack necessary context, Reuters does not guarantee the accuracy of these texts, which are provided solely for the convenience of readers. Reuters accepts no liability for any damage or loss arising from use of the automated translation feature.)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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BUZZ-US mobile base station operators' share prices soar after SpaceX acquires spectrum
On Friday, after SpaceX's SPCX.O completed a nationwide acquisition of low-frequency spectrum, shares of U.S. mobile tower operators surged, enabling Elon Musk's Starlink Mobile to challenge traditional wireless giants. Crown Castle (CCI.N) jumped 11.2% to $76.61, on track for its largest single-day gain since March 2020. American Tower (AMT.N) rose 7% to $178.34, poised for its biggest increase in two years, while SBA Communications (SBAC.O) climbed 6.2% to $180.58. Tower stocks rallied as investors bet SPCX’s ambitions in wireless service could drive new demand for terrestrial infrastructure, leading to sharp declines in the shares of telecom giants AT&T (T.N), Verizon (VZ.N), and T-Mobile US (TMUS.O). JPMorgan said the deal was “incrementally positive” for tower operators, noting it could require deploying towers, rooftop sites, and small cells, while broader urban competition would call for a significant boost in terrestrial infrastructure and spectrum. Amid these developments, CCI is down about 14% year-to-date, SBAC is down roughly 6.5%, and AMT is up nearly 2% in 2026. By comparison, the S&P 500 Real Estate Investment Trusts Index (.SPLRCREC) has gained about 6% so far this year.
TSMC's Q3 Revenue Represents a Slightly Larger-Than-Typical Beat, Wedbush Says
10:36 AM EDT, 10/09/2026 (MT Newswires) -- Taiwan Semiconductor Manufacturing's (TSM) Q3 revenue of NT$1.494 trillion ($46.77 billion) represented a roughly 3% beat versus the brokerage's prior estimate and consensus, compared with a 1% beat in the previous quarter, Wedbush said in a Friday note. With revenue ahead of the range, Wedbush expects the quarterly gross margin to at least meet the 66% midpoint of TSMC's 65% to 67% guidance and is more likely to exceed its 66.0% estimate given better utilization rates, according to the research note. Looking ahead, Wedbush expects Q4 sales of NT$1.599 trillion and sales growth of 41% in US dollars or 43% in Taiwanese dollars. Additionally, its gross margin estimate of 65.3% sits below the consensus estimate of 66.1%, with Wedbush saying it would not be surprised if Q4 gross-margin guidance ticks modestly lower on account of headwinds the chipmaker has previously mentioned. Wedbush maintained its outperform rating with an NT$3,000 price target. Price: 453.01, Change: -4.98, Percent Change: -1.09
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