T-Mobile US Inc（TMUS）資訊與事件TMUST-Mobile US Inc

SpaceX in Talks with Crown Castle to Establish 80,000 Cell Sites

SpaceX (SPCX) is seeking to secure at least 80,000 cell sites across the U.S. and is in talks with Crown Castle (CCI) to achieve that goal, Bloomberg's Kelcee Griffis reports, citing people familiar with the matter. The pacts would solidify the rocket and satellite giant's path towards establishing a fourth nationwide wireless carrier, the author says. Crown Castle is among the largest owners of cellular towers, along with American Tower (AMT) and Vertical Bridge. Publicly traded wireless carriers include Verizon (VZ), AT&T (T), and T-Mobile (TMUS).

Dow Rises While Nasdaq Falls

The major averages were mixed, with the Dow rising and the Nasdaq falling, as investors get ready for what is widely expected to be another strong corporate earnings season.The focus now shifts to third-quarter earnings, with JPMorgan Chase, Wells Fargo, Goldman Sachs and Citigroup set to report Tuesday. Analysts are expecting strong year-over-year earnings growth for S&P 500 companies, with AI-related spending and growth continuing to support the outlook. Investors also will be watching September inflation figures, with consumer and producer inflation reports set to hit late in the week.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiais in talks to either acquire or increase its investment in Reflection AI, FT reportsAmazonis in discussions to acquire AI startup Decart for $7B, WSJ reportsIonQagreed to acquire Elisity in an up to $1.3B all-stock transactionA Starbucksspokesperson told CNBC the company is not buying ChipotleBumbleis in advanced talks to go private at a $1B valuation, WSJ reports2. WALL STREET CALLS:Salesforcedouble upgraded to Buy from Underperform at BofAAdobedouble downgraded to Underweight from Overweight at Wells FargoRaymond James upgraded T-Mobileto Outperform, calls recent fears over competition from SpaceX"overblown"GoDaddydowngraded to Sector Perform at RBC CapitalTruist upgraded First Solarto Buy on strong pricing backdrop3. AROUND THE WEB:IntelCEO Lip-Bu Tan said that the costs of Chinese AI models have lowered, and adoption has been "very fast," Reuters reportsGTCR and Elliott Investment Management are in advanced talks to acquire car insurance software provider CCC Intelligent Solutions, and a deal could potentially be announced as soon as this week, Bloomberg reportsSynopsysis exploring partnerships with Chinese AI labs to develop AI-powered chip design tools for the Chinese market, Nikkei Asia reportsSVRN'stransformation from a small shipping company into a NEAR token treasury and SovereignAI business raises significant governance, dilution, valuation, and disclosure concerns, Fugazi Research tells investorsAnthropic CEO Dario Amodei sought additional computing capacity from Metaearlier this year, but after considering the request, Meta ultimately decided not to supply Anthropic with chips for now, WSJ says4. MOVERS:First Tracks Biotherapeuticsgains after reporting results from its Cohort 1 trial of ANB033AST SpaceMobileincreases after Deutsche Bank upgraded the stock to BuyMetawas higher after the company introduced the Muse Wonder seriesTTM Technologieslower after announcing plans to invest $400M to expand its capacity at four facilities in ChinaAmprius Technologiesfalls after filing an automatic mixed securities shelf5. EARNINGS/GUIDANCE:Bausch + Lomband Bausch Healthare expected to raise FY26 adjusted EBITDAEnovixreported preliminary Q3 results, with revenue beating consensusTormraised its outlook for FY26ASE Technologyreported Q3 revenue higher year-over-yearTSMCto report Q3 results on October 15INDEXES:The Dow rose 195.60, or 0.38%, to 51,850.55, the Nasdaq lost 120.27, or 0.44%, to 27,245.90, and the S&P 500 declined 4.30, or 0.06%, to 7,807.24.