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News 2026-10-09 10:26 UTC

Goldman expects SpaceX 800 MHz spectrum for metro/urban tower use

Goldman says SpaceX’s newly acquired 800 MHz spectrum is likely to be deployed on towers in metropolitan and urban areas. Tower stocks jumped 4%-7% after hours as investors priced potential new lease demand tied to SpaceX’s network buildout, with Goldman watching for tower lease agreements supporting the 800 MHz deploy