In early October 2026, AT&T highlighted several moves, including introducing Apple's new iPhone Duo foldable and joining industry joint ventures to expand fiber and satellite-enabled coverage across underserved U.S. areas. Together with a large US$8.00 billion spectrum purchase by SpaceX for Starlink Mobile, these developments sharpen questions about AT&T's competitive positioning in wireless and home connectivity. We'll now explore how rising satellite competition from Starlink Mobile could affect AT&T's fiber-led investment narrative and long-term service mix. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals.
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