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Wells Fargo Analyst: SpaceX Wireless Will Crush Carriers While Tower REITs "Quietly" Profit

Summary by 24/7 Wall St.
A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate.

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Wells Fargo Analyst: SpaceX Wireless Will Crush Carriers While Tower REITs "Quietly" Profit

A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate.

·Lakewood, United States
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broadbandbreakfast.combroadbandbreakfast.com

SpaceX Keeping Options Open for Direct-to-Device Plans

The mobile carriers were dismissive of the company’s ambitions

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24/7 Wall St. broke the news in Lakewood, United States on Thursday, September 10, 2026.
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