SpaceX Starlink spectrum deal pressures AT&T, Verizon; lifts tower stocks

SpaceX agreed to buy Grain Management's 800 MHz spectrum portfolio, boosting Starlink Mobile plans. AT&T, Verizon, T-Mobile fell ~6% after hours; Crown Castle, American Tower, SBA rose 5-7%. Bernstein says deal makes Starlink Mobile more credible and tower companies likely to benefit from lease demand. 208 clean stories shaped this window, with sentiment leaning bullish at 56/100. Also in focus: Delta Air Lines slashes outlook amid fuel costs, Starlink spat.