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.

High capital expenditure demands and persistently high interest rates are putting strain on telecom balance sheets and industry participants have divided into two different frameworks. Highly leveraged companies with mature legacy operations are offloading valuable spectrum assets to pay down debt and support strategic recapitalizations. EchoStar Corporation (NASDAQ:ECHO) demonstrated the path of asset monetization with a […]

Salesforce, Seagate Technology and AT&T offer contrasting growth stories, with AI, data center demand and network expansion shaping their outlooks.

On August 12, AT&T Inc. (NYSE:T) Chief Data and AI Officer Andy Markus said OpenAI models already power about 25% of the telecom’s total AI usage, with a target of 70% to 80% over time. On the other hand, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang has spent the past month leading a consortium of companies […]

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.

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).

AT&T's Advanced Connectivity growth gains traction, fueled by fiber expansion, customer convergence and rising AI-driven network demand.

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

AT&T (T) is back in focus after the company deployed a new distributed antenna system at Mississippi State University’s Davis Wade Stadium, while also completing fresh floating rate bond offerings in US and euro markets. See our latest analysis for AT&T. These infrastructure and funding moves come as AT&T’s share price trades at US$25.12, with a 30-day share price return of 14.44% but a 1-year total shareholder return that has declined 10.17%, while the 3-year total shareholder return is very...

VIG markets itself to dividend seekers, yet its own rulebook quietly bars a swath of the highest-paying stocks from ever entering the fund. Understanding exactly how that screen works changes the math on what you are actually collecting each year.

The average of price targets set by Wall Street analysts indicates a potential upside of 25.4% in Tutor Perini (TPC). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

J.P. Morgan updates its Analyst Focus List every month, and the August edition quietly signals where the firm's top analysts are placing their highest-conviction bets, including a handful of dividend payers that could surprise income investors hunting for yield in a market trading near all-time highs.

White House quantum executive orders just handed the sector a fresh tailwind, yet not every stock is riding it the same way. Three names are flashing analyst-implied upside that ranges from compelling to jaw-dropping, and the gap between hype and fundamentals has never been wider.

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

Wall Street analysts are flagging five S&P 500 dividend stocks as deeply undervalued right now, and the window to buy them at these prices may not stay open long into the fall.

Verizon's $46.9 million FCC penalty remains in place after the Supreme Court denied rehearing in a dispute over customer location data and jury-trial rights.

Dividend investing has never lost its appeal for people who want cash flow and a steady stream of passive income. "We call the fund Equity Income and we focus on stocks that offer above average dividend yields," said Sharon Hill, head of Vanguard's Global and Income Active Equity team, in a ...

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.

The yield you chase to replace a salary can quietly destroy the purchasing power you built to protect. Before you settle on a number, understand what the tradeoff between yield and dividend growth actually costs you over a decade.

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

Shares of general contracting company Tutor Perini (NYSE:TPC) jumped 2.7% in the afternoon session after the company landed a $42 million contract from the U.S. Army Corps of Engineers (USACE) to complete construction of facilities at Tabuk Air Base in Saudi Arabia.

Tutor Perini stock has delivered a very large 3 year return while current valuation work suggests the shares still trade below an estimate of intrinsic value, so investors are weighing how much of the story is already in the price. Over the past 3 years, Tutor Perini has returned about 10.6x an initial investment, which puts recent price moves in sharp focus for anyone looking at new positions or adding exposure. The company’s record revenue, large construction backlog of over US$20b and...

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 2.9% has fallen short of the S&P 500’s 13.5% rise.

AT&T’s CMO says customers who love the brand are three times less likely to leave, 50% more likely to buy a second product, and cheaper to acquire.

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

AT&T is preparing for Tropical Storm Lala in Hawaii, reinforcing its network and deploying disaster-response resources to help keep customers connected.

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.

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

Tutor Perini's second quarter was met with a positive market reaction, as management attributed outperformance to higher volumes and improved execution on large-scale projects across the Civil, Building, and Specialty segments. CEO Gary Smalley highlighted the ramp-up of nine recently awarded mega projects as central to increased operating margins and strong operating cash flow. The company also benefited from robust project execution in regions such as New York, California, Hawaii, and the Indo

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how AT&T (NYSE:T) and the rest of the consumer discretionary - wireless, cable and satellite stocks fared in Q2.

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

AT&T stock has more than doubled over the past three years, yet recent weakness over the last year and a mixed shorter term picture leave investors asking whether the current price around US$24.25 still represents value or if the easy gains are behind it. The broader valuation checks lean cheap, so the recent pullback now sits against a relatively supportive set of metrics. AT&T has returned about 101.4% over the past three years, which puts recent share price softness into the context of a...

T's stronger price performance, cheaper valuation and 2026 growth outlook give it more upside potential than SPCX despite competitive pressures.

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.

Low-leverage stocks like LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum offer resilience amid oil and geopolitical risks.

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.

Elon Musk just told SpaceX employees that Starlink could one day carry 90% of all internet traffic, and the implications for competitors, consumers, and pricing power are far more alarming than the headline suggests.

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.

The LEO satellite maker still has a bright future.

Verizon's rising earnings estimates, stronger wireless growth and AI infrastructure deals boost its long-term outlook, but debt and competition remain key risks.

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

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.

High oil prices and market volatility spotlight five low-leverage stocks with strong earnings growth and resilient balance sheets.

As much of corporate America weighs AI costs against a dizzying array of AI models to choose from, AT&T already has a clear answer: It’s betting on open models specifically to manage those costs and keep control over the flow of its proprietary data. “You hear the stories of the ‘token apocalypse,’ and we’re not scared of the token future,” said AT&T Chief Data and AI Officer Andy Markus. While the company still uses closed, proprietary models today, it eventually wants open models to power 70% to 80% of its total AI usage.