Possible scenario
Approval Delayed
20% Chance
The government does not reject Starlink but extends the review over spectrum pricing, security vetting, or compliance documentation. The already deployed gateways remain a sign of operational commitment, but revenue generation is pushed further into 2027.
Secondary impacts
- Telecommunications -0.3%
Tickers
- SPCX-2.6%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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