The analysis carries clear implications for U.S. incumbent carriers AT&T (NYSE: T), Verizon (NYSE: VZ), and T-Mobile (NASDAQ: TMUS), all of which face the prospect of a SpaceX-led mobile entrant and currently invest double-digit billions of dollars annually to maintain nationwide LTE and 5G coverage.

TMUS is sustaining strong service revenue growth as postpaid accounts, premium plans and ARPA gains fuel momentum.

T-Mobile US stock has given investors a 42.1% gain over the past three years, yet current checks suggest the shares now look roughly in line with what the market usually pays for this kind of business rather than clearly cheap or clearly expensive. The 42.1% return over three years highlights that longer term holders have still come out ahead despite more recent weakness. Expansion of network capabilities and services, including satellite supported connectivity and new device launches, can...

ASTS already has FCC approval to test the same frequencies with up to 100 commercially available phones near Midland and Lanham through Sept.12.

T-Mobile faces concerns about its future as competition puts more pressure on its business.

Verizon just ran out of options on something that started years ago. AT&T is still in the fight.

AT&T is outperforming many of its telecom rivals, but its stock price doesn't seem to reflect that success.

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

T-Mobile is making significant changes for employees as it navigates a challenging wireless market.

For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research’s Peter Supino cut the stock’s rating from Outperform to Peer Perform, and the shares declined. As Supino questions both TMUS’s growth story and the cash-return story, the downgrade gives […]

These four low-cost Vanguard dividend and income funds have all earned high praise from Morningstar, and they offer attractive yields.

The court denied Verizon's petition without explanation, ending the carrier's effort to recover a fine over the sale of customer location data

Masayoshi Son just placed an enormous bet on a single American chipmaker, and the move has already turned against him on paper. Whether his conviction holds the key to Intel's next chapter or signals peak optimism in a shaky recovery is the question investors need to answer now.

The market is offering one of America's largest communications companies at a steep discount, but the price tag comes with a critical question about its path to growth.

In early August 2026, T-Mobile US completed a spectrum swap with Grain Management, introduced new Experience 2.0 plans featuring EIP Flex 36 financing and student perks, and began offering Google’s Pixel 11 lineup and Pixel Watch 5 with aggressive promotions and support for its latest 5G Advanced and T-Satellite capabilities. These moves, alongside T-Mobile’s satellite-enabled disaster support in Hawai‘i during Storm Lala and an analyst downgrade citing rising competitive pressures,...

Wolfe Research analyst Peter Supino downgraded T-Mobile US stock to ‘Peer Perform’ from ‘Outperform’ without a price target.

Five dividend payments are closing their collection windows across August, and for three of them the deadline already passed this morning. Here is what income investors still have time to act on before the next ex-dates expire.

Consumer spending fell in July while Middle East hostilities weigh on risk appetite, today, Aug. 14, 2026.

AT&T stock's strongest upside lever is not the customers it keeps adding, but the cost of the copper network it is finally switching off.

Investing.com -- Wolfe Research downgraded T-Mobile US to Peer Perform from Outperform on Friday, saying the carrier faces mounting competitive pressure in its core market alongside a capital spending cycle that could weigh on shareholder returns.

Wall Street flipped the script Friday with a wave of surprise upgrades and downgrades hitting names like Wayfair, Roku, and Fox Corporation, while cooler inflation data reshuffled bets across stocks, bonds, oil, and crypto all at once.

The Federal Communications Commission granted temporary approval to AST SpaceMobile to test satellite connectivity using up to 100 commercially available devices.

T-Mobile US Inc. (NASDAQ:TMUS)’s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm’s narrative depends on its subscriber growth, and more recently, on its ability to compete with SpaceX. The rocket firm, which now also markets itself as an AI firm, also operates the largest […]

The telecom giant sent a torrent of cash to its owners, yet the stock went nowhere. Here is the accounting of what that trade-off bought, and what it means now.

More than 3,000 small property owners around the US agreed to install Dish antennas on their rooftops to generate extra income. They're now being told to shoulder the cost to take them down.

Nokia stock has surged nearly 150% over the past year on the promise of AI-powered 6G, and now Nvidia and T-Mobile are putting that promise to a real-world test. What the trial results could mean for shareholders depends on a question Nokia has not yet answered.

Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems’ recent share price return has softened, with the stock at US$33.17 and share price performance weakening over the...

T-Mobile made a significant change last week by rolling out new wireless plans under its new “Nothing” initiative to attract price-conscious customers. However, its new offerings lack two generous customer perks that were once included in a few of its plans. The carrier’s “Nothing” initiative lets ...

Elon Musk just outlined a satellite network so vast it could carry 90% of all internet traffic, and the gap between that vision and what public investors can actually buy tells a complicated story about who wins and who gets squeezed out.

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

SpaceX's first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a $600 billion U.S. wireless market and said they expected to take customers from all three. Wall Street took it ...

TDS reported second-quarter progress in its fiber expansion and tower infrastructure operations, while updating 2026 guidance for both TDS Telecom and Array Digital Infrastructure (NYSE:AD). Management also said it would not provide further updates or take questions regarding TDS’s pending proposal

T-Mobile US (TMUS) has introduced a new suite of plans built around longer term device financing and student focused discounts, prompting fresh attention on how the stock reflects its current pricing strategy. See our latest analysis for T-Mobile US. For investors watching T-Mobile US, the recent plan refresh comes after a period where the share price has eased, with a 30 day share price return of 4.81% and a year to date share price return of 10.52% in decline. The 3 year total shareholder...

Here's a look at AT&T stock in light of the competitive threat from SpaceX.

T-Mobile is the second-largest wireless carrier in the U.S. by subscribers, formed through a 2020 merger with Sprint

SpaceX President Gwynne Shotwell said on Tuesday’s earnings call that Starlink Mobile will begin service at the end of 2027, and that she expects to acquire “quite a few” customers from AT&T Inc., Verizon Communications and T-Mobile US. Investors took...

SpaceX has a message to Verizon and the rest of Big Telecom. It's coming for some of their $600 billion in annual revenue.

T-Mobile US Inc. CEO Srini Gopalan dismissed the threat from Elon Musk’s planned Starlink Mobile service as "exaggerated," questioning why consumers would leave established carriers even as SpaceX promises higher bandwidth, satellite coverage and a terrestrial network aimed at winning...

Telephone and Data Systems (NYSE:TDS) reported second-quarter progress in its fiber expansion and tower operations, while lowering revenue expectations for its telecom business amid continued pressure from legacy copper and cable services. The company also said Array Digital Infrastructure completed

Array Digital Infrastructure Inc (AD) boosts full-year EBITDA outlook on 65% revenue surge, while navigating Dish wind-down costs and T-Mobile integration.

Srini Gopalan questioned what customer gap SpaceX’s planned mobile service would fill as T-Mobile targets further broadband and rural-market growth.

After a fall from its highs, this telecom giant's stock looks like a deep discount, but the market's verdict could be a warning in disguise.

SpaceX (NASDAQ:SPCX) President Gwynne Shotwell said on Tuesday’s earnings call that Starlink Mobile will begin service at the end of 2027, and that she expects to acquire “quite a few” customers from AT&T Inc. (NYSE:T), Verizon Communications (NYSE:VZ) and T-Mobile...

The competitive risk posed by satellite providers such as Starlink has been overstated, according to T-Mobile (NASDAQ:TMUS) Chief Executive Srini Gopalan, who argued that traditional mobile operators remain well positioned to meet consumers’ connectivity needs. Speaking in an interview with the Financial Times, Gopalan questioned the role satellite-based mobile services are expected to play and suggested that telecom companies should remain focused on offering products that clearly address custo

Declines in AT&T, Verizon, and T-Mobile have left their dividend yields up by roughly one percentage point from a year ago.

Deutsche Telekom AG (DTEGF) raises free cash flow guidance and proposes a EUR3 billion buyback, driving adjusted EPS up 10.3%.

T-Mobile US stock has fallen this year but still sits on a 3 year gain, and with valuation checks sending a mixed signal, investors are weighing whether the recent pullback has simply brought the price closer to fair or hinted at deeper concerns. Over the past 3 years, T-Mobile US has returned about 31.7%, which suggests long term holders have still come out ahead despite the recent slide. New premium plan uptake and network initiatives, including AI supported customer experience tools, can...

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

T-Mobile is changing how customers finance new devices after previously saying it would scale back free phone deals and device subsidies. During an earnings call in February, T-Mobile CEO Srini Gopalan revealed that the company is moving away from device subsidies and will rethink its approach to ...