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 […]