Mukesh Ambani's Jio listing is drawing record demand, but the offering's real story is how the telecom giant is repositioning itself as a technology company.

Starlink's push into mobile spectrum is spooking investors, and the sell-off shows how fast the telecom moat is eroding.

SpaceX agreed to buy a nationwide spectrum portfolio to push Starlink deeper into telecom. Incumbent carriers are already feeling the pressure.