Telecom Stocks: Can AI, Robotics Break The SpaceX Standoff?
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This report is about AI and big tech and telecoms.
Directly affected
- SPCX Space Exploration Technologies-15.1% 18d
Named in this report.
Indirectly affected
- QQQ Invesco QQQ-3.3% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- AIQ Global X Artificial Intelligence & Technology ETF-0.0% 18d
Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- XLC Communication Services Select Sector SPDR-2.1% 15d
Communication Services Select Sector SPDR: it holds telecom companies. Linked by “telecom” (telecoms) in this story.
- MSFT Microsoft+1.8% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- T At&T-14.7% 30d
At&T (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “telecom” (telecoms) in this story.
- GOOGL Alphabet-20.6% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- VZ Verizon Communications-12.3% 30d
Verizon Communications (telephone communications (no radiotelephone)): telecoms move with network spending and rules. Linked by “telecom” (telecoms) in this story.
- AMZN Amazon.com-3.6% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SPCX | +2.52% | +3.31% | base | -6.36% | -5.21% | after close | after close |
| QQQ | -1.57% | +0.81% | base | -3.48% | -4.74% | after close | after close |
| AIQ | -1.03% | +1.19% | base | -4.53% | -6.12% | after close | after close |
| XLC | +4.27% | +2.33% | base | -1.28% | -0.91% | after close | after close |
| MSFT | -1.13% | +0.22% | base | -1.59% | -4.41% | after close | after close |
| T | +0.10% | +0.17% | base | +2.51% | +2.53% | after close | after close |
| GOOGL | +12.93% | +13.06% | base | -1.29% | -1.59% | after close | after close |
| VZ | +2.13% | +0.56% | base | +2.45% | +3.24% | after close | after close |
| AMZN | +1.73% | +3.85% | base | -1.40% | +0.81% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Telecom Stocks: Can AI, Robotics Break The SpaceX Standoff? Investor's Business Daily
Source: Investor's Business Daily
This story
| Company | When | Move | Status |
|---|---|---|---|
| AIQ | that day | -4.53% | final price |
| AIQ | the next day | -6.12% | final price |
| AIQ | three days earlier | +1.19% | final price |
| AIQ | five days earlier | -1.03% | final price |
| AMZN | that day | -1.40% | final price |
| AMZN | the next day | +0.81% | final price |
| AMZN | three days earlier | +3.85% | final price |
| AMZN | five days earlier | +1.73% | final price |
| GOOGL | that day | -1.29% | final price |
| GOOGL | the next day | -1.59% | final price |
| GOOGL | three days earlier | +13.06% | final price |
| GOOGL | five days earlier | +12.93% | final price |
| MSFT | that day | -1.59% | final price |
| MSFT | the next day | -4.41% | final price |
| MSFT | three days earlier | +0.22% | final price |
| MSFT | five days earlier | -1.13% | final price |
| QQQ | that day | -3.48% | final price |
| QQQ | the next day | -4.74% | final price |
| QQQ | three days earlier | +0.81% | final price |
| QQQ | five days earlier | -1.57% | final price |
| SPCX | that day | -6.36% | final price |
| SPCX | the next day | -5.21% | final price |
| SPCX | three days earlier | +3.31% | final price |
| SPCX | five days earlier | +2.52% | final price |
| T | that day | +2.51% | final price |
| T | the next day | +2.53% | final price |
| T | three days earlier | +0.17% | final price |
| T | five days earlier | +0.10% | final price |
| VZ | that day | +2.45% | final price |
| VZ | the next day | +3.24% | final price |
| VZ | three days earlier | +0.56% | final price |
| VZ | five days earlier | +2.13% | final price |
| XLC | that day | -1.28% | final price |
| XLC | the next day | -0.91% | final price |
| XLC | three days earlier | +2.33% | final price |
| XLC | five days earlier | +4.27% | final price |
Congressional trades in the stocks in this story
- Rep. Maria Elvira Salazar sold Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 24 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Space Exploration Technologies (SPCX), worth $1,001 - $15,000 on 12 Aug 2026. That is 79 days before publication. Filed 9 Sep 2026. View the filing.
- Rep. Pete Sessions sold Microsoft (MSFT) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 30 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 32 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. David J. Taylor bought At&T (T), worth $1,001 - $15,000 on 15 Oct 2026. That is 15 days before publication. Filed 29 Oct 2026. View the filing.
- Rep. David J. Taylor bought At&T (T), worth $1,001 - $15,000 on 9 Oct 2026. That is 21 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Rohit Khanna bought At&T (T) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 46 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 56 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Alphabet (GOOGL), worth $1,001 - $15,000 on 27 Aug 2026. That is 64 days before publication. Filed 12 Sep 2026. View the filing.
- Rep. Pete Sessions sold Verizon Communications (VZ) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 28 days before publication. Filed 27 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “Telecom Stocks: Can AI, Robotics Break The SpaceX Standoff?” looks
12 out of 100
“Telecom Stocks: Can AI, Robotics Break The SpaceX Standoff?” scores 12 out of 100. The score uses 1 sources.