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• Bernstein·2026-10-23SectorMarket-Perform

  $24US Telecom: SpaceX in Talks for an 80K Tower Deal-A Potential Point of No Return and Implications for US Telcos

• Bernstein·2026-10-21SectorMarket-Perform

  $24US Telecom: Implications from Starlink's Q3 results-from broadband threat to wireless question

• Bernstein·2026-10-09SectorOutperform

  $25US Telecom and Aerospace & Defense: SpaceX to acquire low-band spectrum. What does it mean for Telcos?

• Morgan Stanley·2026-10-09Company

  SpaceX (SPCX.US) Elon Goes Low (Band)... Implications Across the Telco Ecosystem

• Bernstein·2026-10-08SectorOutperform

  $25US Telecom: Competitive Intensity Update (3Q26) - Aggression Beneath the Surface