Host Kenny Polcari joins Academy Securities' Peter Tchir and Wall Street Alliance Group's Aadil Zaman to break down the shift toward production for security, how to hedge geopolitical risks using the energy sector, and why the real AI money is moving into phase 2 industrial beneficiaries.

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...

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.

European equities traded in the US as American depositary receipts were edging lower late Wednesday

NOK's shares have slumped 28.7%, but AI infrastructure growth and stronger networking demand could offer a path to recovery.

Telefonaktiebolaget LM Ericsson stock has more than doubled over the past three years, and current checks still point to a discount, with the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples both suggesting the shares trade below what the fundamentals imply. Telefonaktiebolaget LM Ericsson has returned 103.6% over the last three years, which puts extra focus on whether the current price still leaves room for more value to be realised. The recent Tampa Electric...

Ericsson posts stronger margins despite weaker revenues, highlighting disciplined execution as investors assess the path to renewed growth.

Ericsson offers attractive value and resilient margins, but slower carrier spending and muted growth leave investors weighing whether to buy now or wait.

Ericsson shares have slid 13.8% in three months, but improving margins, cost discipline and 5G investments raise the question: Is the pullback an opportunity?

European equities traded in the US as American depositary receipts started the week off lower late M

The AI buildout has resulted in an unanticipated casualty distant from Silicon Valley: telecom equipment manufacturers, who now compete with hyperscalers for the same memory chips. Three major companies, SK Hynix, Samsung, and Micron, control more than 95% of worldwide DRAM production, and as AI data centers use an increasing share of that output, memory […]

The Series A2 round brings ChipAgents' total fundraising to $134 million, six months after its initial Series A close

AT&T (NYSE:T) is working with T-Mobile, Verizon, and Aduna on a network-level tool to counter AI-driven digital identity fraud across U.S. mobile networks. The carrier is also taking part in industry-first field trials of Ericsson's Low-Latency Mobility technology on its 5G network to support real-time applications. These developments come as AT&T's share price stands at $21.81, with mixed recent returns across different time frames. For investors watching AT&T (NYSE:T), the new security...

AI-driven cost pressures and a looming CEO transition have rattled Ericsson, but is the sell-off creating a buying opportunity?

European equities traded in the US as American depositary receipts were slightly lower on Thursday m

VIAV wins $1.1M in European funding to power AI-driven 6G security research, using digital twin networks to test cyber defenses before deployment.

Find insight on ASML, Ericsson, SK Hynix and more in the latest Market Talks covering technology, media and telecom.

Component costs rise as AI-driven network demand remains uncertain.

AT&T (NYSE:T) and Ericsson completed a live test of advanced 5G network sensing for drone detection. The trial used existing 5G infrastructure with AI-driven algorithms to detect, locate, and track drones in real time. The work targets integrated sensing and communications, a capability often linked with future 6G concepts. AT&T is using this 5G based drone sensing work to show how its network could support security and monitoring uses beyond traditional mobile and broadband services. The...

Despite a challenging environment, Ericsson demonstrates resilience with strong margins and strategic positioning in AI-driven connectivity.

The Swedish telecom gearmaker beat profit expectations, but rising chip costs and weaker network sales are squeezing the comeback narrative.

ERIC Q2 earnings meet estimates but revenues miss as lower IPR licensing sales hurt the results despite stronger margins in key businesses.

Find insight on Ericsson, Victory Giant Technology, Bilibili and more in the latest Market Talks covering technology, media and telecom.

Ericsson (NASDAQ:ERIC) reported a modest organic sales decline for the second quarter of 2026 while maintaining strong margins, as management highlighted disciplined execution, ongoing cost controls and a leadership transition that will see Per Narvinger take over as chief executive in October. Pre

By Nell Mackenzie and Gregor Stuart Hunter LONDON/SINGAPORE, July 14 (Reuters) - Stocks moved back into negative territory after yo-yoing between gains and losses as oil hit one-month highs on Tuesday

(Corrects the day to Tuesday in paragraph 1) July 14 (Reuters) - European shares opened lower on Tuesday as escalating U.S.-Iran tensions spooked investors, who scrutinized quarterly earnings from

Declining sales in North America and Europe are hitting its networks business, while rising semiconductor and component prices continue to squeeze the company.