TELECOM SERVICES

Sep 26, 2026

The Goldman Sachs Group has lowered its price target for T-Mobile US (NASDAQ:TMUS) from $230 to $211, while maintaining a "Buy" rating, projecting a potential upside of 27.55% from its previous close. Despite this reduction and other recent target cuts from various firms, the consensus analyst rating remains a "Moderate Buy" with an average price target of $249.48. T-Mobile recently surpassed earnings expectations, reporting $2.99 EPS against a $2.59 consensus, and saw a 7.9% year-over-year revenue increase to $22.79 billion.

Sep 26, 2026

Bank of America Corp DE has invested $13.87 million in Anterix Inc. (NASDAQ:ATEX) by acquiring 134,686 shares, giving it a 0.69% stake. This comes as institutional investors now own 87.67% of Anterix, which recently reported better-than-expected EPS and holds a "Moderate Buy" consensus rating from analysts despite recent insider stock sales totaling $10.6 million.

Sep 26, 2026

QRG Capital Management Inc. reduced its stake in T-Mobile US, Inc. by 41.6% in the second quarter, selling 13,665 shares and retaining 19,176 shares valued at $3.2 million. This comes as T-Mobile reported strong quarterly adjusted earnings of $2.99 per share, exceeding estimates, and increased its quarterly dividend by 15% to $1.17 per share. Despite some analyst price target adjustments and competitive pressures, the company maintains a consensus "Moderate Buy" rating from analysts, with positive sentiment around its dividend increase and AI-powered network capabilities.

Sep 25, 2026

Joby Aviation insiders, including the CEO, CFO, and a director, sold shares under pre-arranged Rule 10b5-1 trading plans between August and September as the stock declined. This selling activity coincided with Joby's cash burn widening from $118.7 million in mid-2025 to approximately $200 million in each of the last two quarters. While the company still holds significant cash reserves and a pending Toyota investment, its widening cash burn rate during a critical operational period is highlighted as the more significant concern for investors.

Sep 25, 2026

Honda and Acura are reportedly developing new, larger three-row SUVs, with internal project names "Pilot XXL" and "Acura XL," to compete with models like the Toyota Grand Highlander and Lexus TX. These vehicles, along with the next-generation Acura MDX, could be produced at a proposed new factory in Ohio, expanding Honda's North American manufacturing capacity. While Honda calls the reports speculative, these larger SUVs would offer more interior space, potentially appealing to families seeking additional luggage room.

Sep 25, 2026

Humana's stock surged 7% after Barclays upgraded the company to Overweight and raised its price target to $515, extending an already strong year-to-date performance. This rally is company-specific, as other managed care stocks like UnitedHealth saw only modest gains, suggesting the move is driven by analyst sentiment rather than broad sector trends. Investors are now watching for other research firms to follow Barclays' lead, as the sustained gain hinges on wider acceptance of this bullish view before Humana's upcoming quarterly earnings.

Sep 25, 2026

Simone Wu, former general counsel at Choice Hotels International Inc., will be honored with the Lifetime Achievement Award at the 13th-annual ALIS Law conference in January. This award recognizes her significant contributions to the legal field concerning investment and development transactions in the hospitality industry. Wu's distinguished career includes over 14 years at Choice Hotels, various leadership roles, and extensive involvement in non-profit and industry boards.

Sep 25, 2026

BlackBerry stock is down after analysts weighed its stronger-than-expected second quarter against softer near-term guidance, particularly in its Secure Communications segment. While the QNX engine showed strong performance and the company raised its overall fiscal 2027 revenue outlook, analysts remain cautious due to valuation concerns, leading to maintained "Hold" and "Sector Perform" ratings and lowered price targets.

Sep 25, 2026

KeyBanc Capital Markets downgraded Comcast (NASDAQ: CMCSA) to Underweight with an $18 price target, citing increasing broadband competition and pressure on several key businesses. Analyst Brandon Nispel anticipates worsening broadband subscriber trends, ARPU, and Connectivity & Platforms EBITDA, along with a weaker outlook for theme parks. KeyBanc also believes the planned NBCUniversal spin-off will not offer significant near-term relief due to these deteriorating fundamentals.

Sep 25, 2026

LetterOne Investment Holdings S.A. filed an amended Schedule 13D, revealing details of a Share Purchase Agreement with VEON Ltd. The agreement outlines VEON's board-approved buyback program for 72,500,000 common stock shares. LPE Middle East Limited, an affiliate of LetterOne, will sell 32,957,830 shares directly to VEON, while the remaining shares will be repurchased from the open market.

Sep 25, 2026

KeyBanc downgraded Comcast (CMCSA) to Underweight with an $18 price target, citing significant broadband subscriber losses to fiber and fixed wireless competitors. Comcast's stock fell 2% on the news, extending its year-to-date decline to 20%, while AT&T (T) and Verizon (VZ) remained relatively steady, reinforcing that the broadband share shift is largely a Comcast-specific issue. Bulls are looking to a potential NBCUniversal spin-off and a low P/E ratio, but the company's buyback is paused until the separation closes.

Sep 25, 2026

Lumen Technologies announced its plan to transfer the listing of its common stock and two Qwest Corp notes from the New York Stock Exchange to Nasdaq. This move is intended to better align with Lumen's technology-focused business as it expands networking services for AI customers. The company expects the shares and notes to begin trading on Nasdaq on October 6, retaining their current ticker symbols.

Sep 25, 2026

AT&T Inc. (NYSE:T) has declared a quarterly dividend of $0.2775 per share, resulting in an annualized dividend of $1.11 and a 4.4% yield. The dividend is payable on November 2nd to shareholders of record on October 12th, with an ex-dividend date of October 9th. The company's payout ratio indicates the dividend is well-covered by earnings, and AT&T recently reported adjusted EPS of $0.65, exceeding estimates, with revenue rising 2.3% year over year.

Sep 25, 2026

T-Mobile US, Inc. (NASDAQ:TMUS) has announced a quarterly dividend of $1.17 per share, payable on December 10th to shareholders of record on November 25th. This represents a 14.7% increase from the previous dividend and an annualized yield of approximately 2.8%. The dividend is well-covered by earnings, with a current payout ratio of 35.9%, and the company recently beat earnings expectations with EPS of $2.99 and revenue up 7.9% year-over-year.

Sep 25, 2026

Lumen Technologies announced that its common stock and Qwest Corporation's notes will transfer their listings from the NYSE to Nasdaq, effective October 6, 2026. This strategic move aligns with Lumen's focus on becoming an enterprise networking company for AI, though it is not expected to impact operations, financial condition, or shareholder obligations. Analysts currently rate LUMN as a Hold, citing weak financial quality but noting positive signals from strategic shifts and reaffirmation of guidance.

Sep 25, 2026

Verizon's stock performance, which shows a 22% year-to-date return, appears to be based on an anticipated recovery rather than current financial metrics. Despite leading its peer group in stock returns, Verizon lags in revenue growth and operating margin compared to some rivals like AT&T, which has a lower P/E ratio. The article questions whether Verizon's recent customer gains and revenue forecast increases are sufficient to justify its higher valuation, especially given its declining operating margin and earnings per share over the past three years.

Sep 25, 2026

Lumen Technologies (LUMN) announced that its board has approved the voluntary transfer of its common stock and two Qwest Corporation notes from the New York Stock Exchange to Nasdaq. This move includes Qwest Corporation’s 6.500% Notes due 2051. The company cited the decision was made by its board of directors.

Sep 25, 2026

Rocket Lab stock traded higher on Friday after Iridium Communications shareholders approved Rocket Lab's acquisition proposal, targeting a mid-2027 closing. Rocket Lab has fully financed the deal through an equity offering and plans to use the proceeds for cash payments related to the acquisition. Analysts hold a "Buy" consensus rating on RKLB, with an average price forecast of $110.14, despite some mixed technical indicators.

Sep 25, 2026

This week's dividend roundup highlights increased payouts from GE HealthCare Technologies and T-Mobile US, along with declarations from AT&T and Delta Air Lines. The article also previews upcoming dividend declarations from major industry players like Philip Morris. This information is crucial for investors tracking dividend income.

Sep 25, 2026

Morgan Stanley has lowered its price target for Charter Communications (CHTR) to $140 from $150, while maintaining an "Equalweight" rating on the stock. This adjustment comes alongside a similar move by Goldman Sachs, which also reduced its price target for Charter Communications. The article lists other recent analyst actions and news related to the company, including a downgrade from Wolfe Research and changes in its CFO position.

Sep 25, 2026

T-Mobile US has enhanced its self-organizing network (SON) service by integrating a new intent-based AI automation layer called AutoPilot, which can make real-time network adjustments in about half the usual time. The company is also rolling out its Dynamic CX solution nationwide, aiming to proactively manage network demand by predicting surges and adjusting resources automatically. These AI-driven advancements, along with the SON's operational figures, demonstrate T-Mobile's focus on building a more resilient and adaptive 5G network.

Sep 25, 2026

Iridium Communications stockholders have approved Rocket Lab Corporation's $8 billion acquisition, moving the deal closer to completion. The merger aims to combine Rocket Lab's launch and space systems with Iridium's satellite communications capabilities, creating new opportunities in space applications. Both companies' CEOs expressed enthusiasm for the acquisition, highlighting their complementary strengths and shared commitment to innovation.

Sep 25, 2026

This article summarizes recent analyst rating changes and price target updates for several North American companies including 3M Company, Comcast, Quanta Services, Twilio, and UiPath. Key updates include Bernstein upgrading 3M Company and Quanta Services, KeyBanc downgrading Comcast, and HSBC downgrading Twilio. UBS also adjusted price targets for Oklo Inc. and UiPath, Inc.

Sep 25, 2026

AT&T Inc. (NYSE:T) has received a "Moderate Buy" rating from sell-side brokerages, with an average 12-month price target of $29.20. Recent analyst upgrades include BNP Paribas Exane moving the stock to "outperform" with a $30.00 target. Institutional investors hold a substantial 57.1% of AT&T's stock, and the company recently reported Q2 EPS of $0.65, surpassing consensus estimates.

Sep 25, 2026

This article provides updates on various telecommunication projects, including FLAG's deployment of Ciena WaveLogic 6 Extreme technology across the ECHO submarine cable for enhanced trans-Pacific services. Chunghwa Telecom has activated a new $44 million subsea cable connecting Taiwan and Matsu for increased capacity and redundancy, while Thailand is exploring a new direct subsea cable to the United States through a feasibility study by APTelecom.

Sep 25, 2026

ATN International, Inc. (NASDAQ:ATNI) has declared a quarterly dividend of $0.29 per share, payable on October 9th to shareholders of record on October 3rd, with an ex-dividend date of October 2nd. This represents an annualized dividend of $1.16 and a yield of approximately 4.0%. Concerns exist regarding the dividend's sustainability as the company's reported payout ratio is -2,900% and analysts project next year's earnings of $1.08 per share, suggesting a future payout ratio of 107.4%.

Sep 24, 2026

AT&T (NYSE:T) is focusing on customer loyalty through new perks and a strong network push. Recent developments include a favorable stance from a major firm on its mobile strength, an expanded stadium technology partnership, and a complimentary healthcare perk for wireless and fiber customers. These initiatives aim to deepen customer relationships and reduce churn in a competitive telecommunications market.

Sep 24, 2026

Canadian telecom company BCE has faced significant challenges recently, including a difficult regulatory environment, increased competition, and high debt, leading to a 40% stock price drop over three years. Despite these issues, the company's Q2 results showed early signs of improvement in revenue, EBITDA, and free cash flow, particularly in its wireless segment, fibre expansion, and Bell Media. Management is also actively working to reduce debt, aiming for a net debt leverage ratio of 3.5 times by late 2027, positioning BCE for future growth in essential telecom and AI infrastructure.

Sep 24, 2026

This article compares AT&T and Verizon Communications as potential investments for 2026, focusing on their financial performance, strategies, and risk profiles. While both telecom giants offer high dividend yields attractive to income-oriented investors, AT&T is highlighted as potentially more appealing due to its lower payout ratio, which provides more financial flexibility. The analysis delves into each company's revenue, net income, debt-to-equity ratio, and free cash flow, along with competitive pressures and recent strategic moves.

Sep 24, 2026

Moffett Nathanson raised its price target for T-Mobile US (NASDAQ:TMUS) to $246 from $242, maintaining a "buy" rating and suggesting a 48.5% upside. Despite some recent price target reductions from other firms, analyst sentiment for T-Mobile remains a "Moderate Buy" with a consensus price target of $251.16. The company recently reported strong quarterly earnings per share of $2.99, exceeding estimates, though revenue of $22.79 billion slightly missed expectations.

Sep 24, 2026

State Street Corp has acquired a new position in Versant Corporation, purchasing 4.75 million shares valued at approximately $171.2 million, which represents a 3.43% stake in the company. Several other institutional investors also initiated positions in Versant. The company recently reported quarterly EPS of $1.49, beating estimates, and declared a quarterly dividend of $0.375, while analyst sentiment remains cautious with a "Hold" average rating.

Sep 24, 2026

State Street Corp increased its stake in Lumen Technologies (NYSE:LUMN) by 4.3% in the second quarter of 2026, acquiring an additional 1.99 million shares to own a total of 48 million shares. Institutional investors collectively own 66.19% of the company, and despite the CEO's recent purchase of 100,000 shares, analyst sentiment remains cautious with a "Reduce" rating and an average price target of $7.86. Lumen's shares are trading significantly below their one-year high, even though the company beat quarterly EPS and revenue expectations.

Sep 24, 2026

The article analyzes the behavioral patterns and institutional flows for Telefonica Brasil S.a. (NYSE: VIV), showing a neutral sentiment across all time horizons. It provides AI-generated trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis indicating support and resistance levels. The findings suggest a wait-and-see approach due to no clear price positioning signal and elevated downside risk.

Sep 24, 2026

Envestnet Asset Management Inc. increased its stake in Verizon Communications Inc. by 1.7% in the second quarter, bringing its total holdings to 13.1 million shares valued at $555.1 million. Despite this, analyst sentiment remains cautious, with a consensus "Hold" rating and an average price target of $50.97. Verizon recently reported $1.30 EPS, exceeding estimates, and declared a quarterly dividend of $0.7075 per share, representing a 6.1% yield.

Sep 24, 2026

Charter Communications (CHTR) stock has experienced an 8-day losing streak, resulting in a 20% cumulative loss and wiping out $3.5 billion from its market value. The stock is now at a new year-low of approximately $116.61 a share as of September 23, 2026, while the S&P 500 has seen positive returns during the same period. Despite a revenue decline, Charter's operating margin and price-to-earnings multiple suggest a potential undervaluation compared to its peers in the Communication Services sector.

Sep 24, 2026

Gogo Inc. (NASDAQ:GOGO) saw its share price fall below its 200-day moving average, trading as low as $2.30 with a volume of over 1 million shares. This comes as analysts maintain a "Reduce" rating on the stock, and the company recently missed quarterly earnings and revenue expectations. Institutional investors hold a significant 69.6% stake in the company.

Sep 24, 2026

Applied Materials (AMAT) stock has seen a 5-day winning streak, increasing its market value by $47 billion and gaining 14%, despite recent weaker performance over the past one and three months. While its operating margin is strong, revenue growth is below the S&P 500 Information Technology median. The article suggests that while such a streak signals momentum, investors should evaluate the business fundamentals against the new price.

Sep 24, 2026

This article provides an in-depth analysis of Veon Ltd. (NASDAQ: VEON), outlining key findings, sentiment, and AI-generated trading strategies. It details specific entry, target, and stop-loss levels for position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The report emphasizes the potential for upside given no remaining resistance levels above the current price.

Sep 23, 2026

Telus (TSX: T) recently cut its quarterly dividend by 55%, leading to a significant drop in its stock price. This move was necessitated by heavy investments and debt, with the company aiming to improve its free cash flow and reduce debt by 2028. While painful for income investors, this restructuring could eventually make Telus an attractive long-term holding if the company successfully executes its turnaround strategy.

Sep 23, 2026

This article analyzes how Tim S.a. American Depositary Shares (TIMB) impact rotational strategy timing, highlighting weak near-term sentiment and a strong risk-reward setup. It provides specific institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The report emphasizes the use of AI models to optimize position sizing and minimize drawdown risk.

Sep 23, 2026

QRG Capital Management Inc. increased its stake in Verizon Communications Inc. (NYSE:VZ) by 5.5% in the second quarter, acquiring an additional 43,313 shares to reach a total holding of 836,939 shares valued at $35.4 million. Institutional investors collectively own 62.06% of Verizon, while analysts currently hold a "Hold" rating with an average price target of $50.97. The company recently surpassed EPS expectations but saw a slight revenue decline and announced a quarterly dividend of $0.7075 per share, yielding 6.1%.

Sep 23, 2026

Verizon Communications (NYSE:VZ) CEO Kyle Malady sold 1,100 shares of company stock for $52,415, as part of a pre-arranged trading plan. This sale is one of several weekly transactions by Malady, reducing his ownership by 1.04% to 104,366 shares. The company recently declared a quarterly dividend of $0.7075, and analysts maintain a "Hold" rating with an average target price of $50.97.

Sep 23, 2026

Rocket Lab's CEO, Peter Beck, is rebranding the company as a "tier-1 space power" through the acquisition of Iridium Communications Inc. The deal, valued at $8.1 billion, brings rockets, spacecraft production, and communications services under one roof, with Iridium shareholders set to vote on the merger on September 24. While Cantor Fitzgerald maintains an "Overweight" rating on Rocket Lab, investors are urged to consider the significant scale of the transaction and potential integration risks, despite the financial structuring and increased hedge fund ownership.

Sep 23, 2026

GE HealthCare has announced the appointment of AT&T's outgoing chief financial officer, Pascal Desroches, to its board of directors, effective January 4, 2027. Desroches, who plans to retire from AT&T at the end of the year, brings extensive financial leadership experience from his roles at AT&T and WarnerMedia. His appointment comes as GE HealthCare considers divesting its patient care solutions business.

Sep 23, 2026

Cable One, Inc. (NYSE:CABO) announced that it drew $700 million from its $1.25 billion revolving credit facility on September 17 and 18, 2026. This move aims to enhance the company's cash reserves and maintain financial flexibility. The borrowing operates under the Fourth Amended and Restated Credit Agreement, with the facility maturing in February 2028, and Cable One retains the option to repay the funds early.

Sep 23, 2026

Verizon Communications (NYSE:VZ) is currently in focus due to broader market themes like technology strength, changing yields, and energy sensitivity. The discussion centers on the company's operational execution, customer demand, and competitive landscape within the communication stocks sector. The article emphasizes that while market-wide movements influence attention, Verizon's consistent operational activities and responsiveness to customer needs are crucial for its sustained relevance.

Sep 23, 2026

Charter Communications (CHTR) stock has experienced a significant 7-day losing streak, resulting in a 20% cumulative loss and erasing approximately $3.4 billion from its market value. This decline contrasts with the S&P 500's positive performance during the same period, and the company's fundamentals show strain with revenue declining 1.5% over the last twelve months. The article advises investors to re-evaluate the business based on this new information rather than acting solely on the streak, suggesting diversified portfolios or a "Buy the Dip" strategy for beaten-down stocks with strong fundamentals.

Sep 23, 2026

Six brokerages have issued a "Reduce" consensus rating for Grupo Televisa S.A. (NYSE:TV), with an average 12-month price target of $6.55. The company recently reported a quarterly loss of $0.05 per share, missing expectations, and its stock opened at $2.48, near its 52-week low. Institutional investors currently own 55.77% of the stock.

Sep 23, 2026

Nykredit A/S has purchased 46,889 shares of Chunghwa Telecom (NYSE:CHT) valued at approximately $2.1 million during the second quarter. Other institutional investors also increased their stakes, though institutional ownership remains low at 2.11%. The company's stock opened at $46.11, near its 12-month high, and analysts currently rate it as a "Hold."

Sep 23, 2026

Engineers Gate Manager LP significantly reduced its stake in Millicom International Cellular SA (NASDAQ:TIGO) by 90.5% in the second quarter, selling over 63,000 shares. Despite this, other institutional investors like Cullen Capital Management and Sweden’s Fourth National Pension Fund initiated new positions, while Renaissance Technologies, Sei Investments, and Amundi increased their holdings. Analysts currently maintain a consensus "Hold" rating for TIGO, with an average price target of $85.68.

Sep 23, 2026

Corient Private Wealth LP significantly increased its stake in Iridium Communications Inc ($IRDM) by 324.3% in the second quarter, bringing its total holdings to 42,460 shares valued at $2.33 million. This comes as Iridium reported Q2 revenue of $225.24 million, exceeding analyst expectations, although EPS missed consensus estimates. The company also declared a quarterly dividend of $0.15 per share, and institutional investors collectively own 84.36% of the company's stock.

Sep 23, 2026

Marvell Technology (MRVL) stock has experienced a significant six-day winning streak, increasing its market value by $39 billion with a 20% gain. Despite this momentum, the article questions if the business fundamentals justify the new price, noting that the stock's valuation metrics, such as its P/E ratio and operating margin, are above or below industry medians, respectively. The piece emphasizes that such streaks indicate market attention but advises investors to assess the underlying business rather than chase momentum.

Sep 23, 2026

Omnicom (NYSE:OMC) has significantly expanded its S&P 500 media scale by recording the highest volume of new global media billings among major media groups in the first half of 2026. This growth is attributed to successful account wins across various sectors and regions, alongside the strategic integration of Interpublic Group, which has broadened Omnicom's advertising, media, marketing, and communications capabilities. The company leverages an AI-driven platform, Omni, to connect creative, media, data, and AI, further enhancing its services and client offerings.

Sep 22, 2026

Globalstar's General Counsel, L. Barbee Iv Ponder, sold 1,692 shares of GSAT stock for $140,368.32 to cover tax withholding obligations from vested equity awards. This transaction decreased his ownership by 1.3%. The company recently reported a quarterly loss exceeding analyst expectations, and its stock is trading near its 12-month high, prompting cautious analyst sentiment with an average "Hold" rating.

Sep 22, 2026

Verizon Communications (NYSE:VZ) shares dropped 2.5% to $46.4660 on Tuesday, with elevated trading volume, following a decline in revenue despite beating EPS expectations. The company maintains a "Hold" consensus rating with an average price target of $50.97 and recently declared a quarterly dividend of $0.7075 per share, yielding 6.1%. Concerns were raised due to a contractor-caused fiber cut that disrupted air-traffic data, highlighting issues with network resilience and operational oversight.

Sep 22, 2026

BCE's ongoing investment in network infrastructure, including 5G deployment and fibre broadband expansion, is crucial for maintaining its competitive edge in the Canadian telecom market. These investments support service quality, customer experience, and subscriber growth in wireless and wireline segments. The article emphasizes that network quality, technological advancements, and cost management are key drivers for BCE's future growth amidst evolving market conditions and competitive pressures.

Sep 22, 2026

Wall Street Zen has downgraded Vodafone Group (NASDAQ:VOD) from a "Buy" to a "Hold" rating. This decision contributes to a broader analyst consensus of "Reduce" for the stock, with an average price target of $10.57. Despite the downgrade, Vodafone's shares opened at $17.02, near their 12-month high, and institutional investors have recently increased their holdings, although overall institutional ownership remains limited.

Sep 22, 2026

Anterix CEO Scott Lang sold 15,000 shares of ATEX stock for $1.2 million, reducing his stake by 36.17%. The company's shares rose 1.9% to $85.24 following a positive earnings report that beat analyst expectations. Institutional investors hold a significant portion of the stock, and analysts currently rate it as a "Moderate Buy."

Sep 22, 2026

State Street Corp reduced its stake in Verizon Communications Inc. by 2.4% in the second quarter, selling over 5.1 million shares but still retaining a significant holding worth approximately $8.88 billion. Despite this sale, institutional investors collectively own 62.06% of Verizon's stock. The company reported strong Q2 earnings, beating EPS estimates, and declared a quarterly dividend of $0.7075 per share, offering a 6.0% annualized yield.

Sep 22, 2026

AST SpaceMobile (ASTS) is poised to be a top-performing space stock in 2027 due to several catalysts. The company is rapidly expanding its satellite network, with 13 BlueBird satellites already launched and a target of 45 to 60 by the end of 2026, leading to a larger deployment in early 2027. Additionally, AST is preparing to launch a beta service with major mobile network partners like AT&T and Verizon, and a partnership with Rakuten for Japan's J-LEO initiative provides an international expansion opportunity with significant government funding.

Sep 22, 2026

Comcast (NASDAQ:CMCSA) enters Monday with market attention on its broadband and media execution amidst changing household demand. The article emphasizes that company-specific execution and operational resilience are crucial in the current selective market, which is influenced by factors like interest rates, energy prices, and global trade discussions. It suggests tracking Comcast's demand signals and company communications for clearer insights into its business conditions.

Sep 22, 2026

Charter Communications Inc (CHTR) shares dropped 3.8% to $123.35, positioning the stock as significantly undervalued by 67% according to GuruFocus's GF Value™ of $373.61. Despite a strong GF Score™ of 69/100, driven by profitability and growth, the company faces concerns regarding financial strength (3/10) and significant insider selling. Investors are advised to consider these risks alongside the potential undervaluation.

Sep 22, 2026

The U.S. Joint Industry Committee has re-certified Comscore, iSpot, and VideoAmp as "national currencies" for media measurement from 2026 through 2028, deeming them transactable across various audience metrics. This re-certification follows a rigorous evaluation process. Despite this, Nielsen is estimated to still hold a dominant 80% to 90% share of the TV and streaming video measurement market, with the three re-certified providers collectively holding a 10% to 20% share.

Sep 22, 2026

AST SpaceMobile (NASDAQ: ASTS) is poised to be a top-performing space stock in 2027 due to its expanding satellite network and upcoming direct-to-device service. The company has successfully launched BlueBird satellites and is targeting a larger deployment, preparing for beta service with partners like AT&T and Verizon. Furthermore, international expansion into Japan through a partnership with Rakuten and the J-LEO initiative provides an additional growth engine, demonstrating the scalability of its business model.

Sep 22, 2026

AT&T's planned $1.35 billion headquarters in Plano has received final planning approval from the city's Planning and Zoning Commission. This milestone brings the project closer to breaking ground. The new headquarters will be located in Plano, while AT&T's current lease in downtown Dallas extends through 2031.

Sep 22, 2026

TIM S.A. (NYSE: TIMB) announced the reopening of the Telecom Italia tender offer from September 21 to September 25. This follows Poste Italiane's acquisition of an approximate 66.627% stake in Telecom Italia, making it the indirect controlling shareholder of TIM Brasil. The company confirmed the shift in control and committed to keeping the market updated on future developments.

Sep 22, 2026

Verizon reported that a contractor accidentally cut a fiber-optic cable in New Jersey, which disrupted a backup connection after a primary circuit failure at a Federal Aviation Administration air traffic facility. This incident contributed to flight disruptions in the Northeast. The article was published on September 21, 2026, at 3:48 PM ET.

Sep 22, 2026

Globalstar Director James F. Lynch sold 361,600 shares of Voting Common Stock on September 18, 2026, for estate planning purposes. The private transaction involved a sale to the James Monroe III Grantor Trust at $82.52 per share. Following the sale, Lynch retains both indirect and direct beneficial ownership totaling 408,993 shares.

Sep 22, 2026

Morningstar has identified 12 new 5-star stocks this week, indicating they are significantly undervalued. The article highlights five prominent examples, including PepsiCo and Comcast, and details why these stocks received their upgraded ratings. The Morningstar Rating system helps investors find undervalued or overvalued stocks based on price, fair value estimates, and uncertainty.

Sep 22, 2026

New research indicates that limited broadband access, particularly in rural "broadband deserts," is a major obstacle to telehealth adoption, despite its potential to improve healthcare access in underserved communities. The study found that a significant majority of those living in broadband deserts are rural residents, many of whom also lack access to ambulance and healthcare facilities. This digital divide prevents telehealth from effectively addressing healthcare access gaps, highlighting the need for targeted infrastructure investments and policy changes.