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Tech & Innovation·October 28, 2026·1 min read

The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum

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Amazon adding Globalstar’s 24 satellites and mobile spectrum for $11.5B is another move to vertically integrate connectivity into its cloud and device stack. If your product depends on edge connectivity or satellite backhaul, assume hyperscalers will increasingly own both compute and link—and negotiate accordingly.

Tech & Innovation

SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August

When a memory giant that just tripled net profit commits ~$67B to shareholder returns, it’s signaling confidence that AI-driven demand is durable enough to fund both capex and cash-outs. For buyers of HBM and DRAM, this is a reminder to lock in multi-year supply and pricing assumptions—upstream isn’t planning for a short-lived spike.