CQD Charter Communications, Inc.

Spectrum’s plan to activate AI capable computing across more than 1,000 embedded edge facilities gives Charter Communications (CHTR) a fresh angle on its broadband footprint, as investors reassess a sharply weaker year to date share performance. Charter Communications has been rolling out these edge AI partnerships just as sentiment has weakened, with the share price down 27.96% over the past 30 days and 47.12% year to date, while the 1 year total shareholder return has fallen 59.77%. This...

The telecom giant showered its owners with cash while its stock trailed the market, raising a sharp question about what all that money actually bought.

Charter Communications recently showcased its expanded Spectrum Edge Compute Infrastructure at SCTE Tech Expo 26 in Atlanta and, earlier this month, declared a regular quarterly cash dividend of US$0.43750001 per share on its Series A Cumulative Redeemable Preferred Stock, payable on October 15, 2026. These developments highlight Charter’s push into low-latency AI edge computing alongside ongoing scrutiny of its broadband subscriber trends and overall operating trajectory. Next, we’ll...

Charter Communications' (CHTR) Q3 results should show steeper broadband subscriber losses even as fi

Comcast sits near a 52-week low with a fresh Sell rating, yet its free cash flow dwarfs what it costs to pay shareholders every quarter. Something in that math deserves a closer look before the market's verdict gets accepted as fact.

Analysts at KeyBanc cite concerns about Comcast’s subscriber losses, slowdown in theme parks, and the NBCUniversal spinoff.

Inflation is stubbornly high, but not in home broadband service. There, telecom operators are making fiberoptic inroads in a business long dominated by cable television companies. The result has been discounting: UBS reports that prices for various broadband service tiers are down 7% to 14% for fiber over the past year, and 17% to 27% for cable.

A $10,000 stake in Verizon Communications (VZ) a year ago is now worth about $11,660, the top result in its group of five. Verizon ranks only third of the five on revenue growth and third again on operating margin. So are you paying for what Verizon earns today, or for a recovery it has only started to show.

Vecima Networks (TSE:VCM) reported record fourth-quarter revenue and adjusted EBITDA for fiscal 2026, driven by accelerating deliveries of its distributed access architecture, or DAA, broadband products and higher demand from cable and fiber network operators. President and CEO Sumit Kumar said the

Consumer advocate Clark Howard says autopay subscribers are funding a quiet price creep that most households never notice until the damage is done. Find out what your current bill actually says versus what you agreed to pay.

Charter Communications (CHTR) stock has now moved lower for 8 consecutive trading days, a cumulative loss of 20%. That streak has erased about $3.5 billion from the company's market value, which now stands at about $14 billion. For anyone holding the stock, the persistent selling has pushed the price to a new low for the year.

Comcast (CMCSA) shares sit about 43% below their two-year high, a price that looks like a bet the business is shrinking. Yet over the past twelve months Comcast generated nearly $18 billion of free cash flow, a yield of 22.2% on its market value against 4.5% for the median S&P 500 company. Which reading is right? It turns on a choice Comcast made more than a year ago: lower broadband prices to hold customers against new rivals.

Charter Communications (NasdaqGS:CHTR) is evaluating potential cable sector acquisitions as part of its current corporate agenda. The firm's CFO has highlighted a disciplined merger framework that prioritises financial prudence and balance sheet resilience. Management has indicated that any transaction would need to align with existing capital allocation plans and leverage targets. Charter's move to explore cable acquisitions, under a tighter M&A rulebook, ties into a broader picture our...

Verizon Communications (VZ) trades at about 12 times earnings, against an S&P 500 median of 22.4. A discount that wide usually follows a collapse. Not here. The stock returned 14.1% over the past twelve months, behind the index's 17.9%, and management has raised parts of its 2026 guidance in two straight quarters. So is this a good business on sale or a fair price for a company that has stopped growing.

Spectrum is confronting a new challenge as rivals continue to put pressure on its internet business.

A number of stocks fell in the afternoon session after rising Treasury yields and higher interest rates intensified worries over household finances and discretionary consumption, creating headwind conditions for consumer-facing companies. According to Reuters, as borrowing costs on mortgages, auto loans, and credit cards climb, household budgets are increasingly squeezed, encouraging consumers to prioritize saving and basic necessities over non-essential purchases. In addition, recent economic d

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

T-Mobile US (TMUS) stock fell 5.6% on 17 September to about $166, the lowest it has traded in a year. One session is not the problem: over the past twelve months the stock returned -28.5% while the S&P 500 returned 17.0%, and the year is what matters. A rising market did not do that. What changed is inside the business, and part of it is deliberate.

AT&T (T) is up 4.4% over the last five trading days, while the S&P 500 is down 1.1%. Strength in a weak tape pulls money in. That five-day move is not the question. The question is what holding AT&T does to your money when the market moves, because over the past year it has tended to go the other way.

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined […]

Charter Communications has seen its share price fall sharply in recent years, and that slide raises a simple but important question for you as an investor. Is the current valuation still in line with what the company's earnings can reasonably support. Over the past 5 years the stock has declined 81.1%, which puts the spotlight firmly on whether the market is now pricing its earnings power appropriately. Recent sector news around pressure on broadband subscribers at a major rival may...

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Charter Communications (CHTR) just paired routine preferred stock income with a fresh signal on capital deployment, declaring a quarterly Series A preferred dividend while its CFO outlined disciplined interest in cable acquisitions. For context, Charter Communications shares trade at US$141.20, with the stock down 8.47% on a 30-day share price basis and 32.53% lower year to date. The 1-year total shareholder return has fallen 45.92% and the 5-year total shareholder return is down 81.11%,...

Verizon Communications (VZ) has had a good year. The stock returned about 24% over the past twelve months against roughly 19% for the S&P 500, and at about $51 it sits at the top of its one-year range. The turnaround is real. What is not real yet is the revenue meant to pay for it.

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber