6 days ago
EchoStar Corporation (ECHO), headquartered in Englewood, Colorado, is a global communications company providing satellite, wireless, broadband, and video services. It delivers connectivity, networking, and content solutions for consumers, businesses, operators, and government customers, leveraging its technology, spectrum, engineering, and communications infrastructure worldwide. The company has a market capitalization of approximately $26.2 billion.
ECHO is set to report its Q2 earnings soon. Ahead of the release, **** ysts expect the company to post a loss of $0.28 per share, a 73.6% improvement from a loss of $1.06 per share in the year-ago quarter. ECHO has surpassed Wall Street's EPS estimates in three of the past four quarters, while missing expectations in one quarter.
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#Stock
ECHO is set to report its Q2 earnings soon. Ahead of the release, **** ysts expect the company to post a loss of $0.28 per share, a 73.6% improvement from a loss of $1.06 per share in the year-ago quarter. ECHO has surpassed Wall Street's EPS estimates in three of the past four quarters, while missing expectations in one quarter.
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#Stock
6 days ago
By Harshita Mary Varghese
July 22 (Reuters) - AT&T topped quarterly estimates for wireless subscriber additions on Wednesday as cheaper unlimited plans paired with bundled mobile-broadband offerings drew in value-conscious customers, sending its shares up 4%.
The gains build on AT&T's broader convergence strategy of selling multiple connectivity services to the same household to reduce churn and increase customer lifetime value as U.S. telecom providers chase the same finite pool of users.
The bundled offerings also helped the company post record broadband additions, with 367,000 new fiber internet users and 279,000 fixed wireless subscribers.
AT&T in March launched OneConnect, a single subscription that bundles unlimited wireless service with home internet under one monthly bill.
#wireless #broadband #same
July 22 (Reuters) - AT&T topped quarterly estimates for wireless subscriber additions on Wednesday as cheaper unlimited plans paired with bundled mobile-broadband offerings drew in value-conscious customers, sending its shares up 4%.
The gains build on AT&T's broader convergence strategy of selling multiple connectivity services to the same household to reduce churn and increase customer lifetime value as U.S. telecom providers chase the same finite pool of users.
The bundled offerings also helped the company post record broadband additions, with 367,000 new fiber internet users and 279,000 fixed wireless subscribers.
AT&T in March launched OneConnect, a single subscription that bundles unlimited wireless service with home internet under one monthly bill.
#wireless #broadband #same
8 days ago
Space Exploration Technologies (NASDAQ: SPCX) has transformed the aerospace industry by pioneering reusable rocket technology and its Starlink network of broadband internet satellites. Building on its innovations in launch services and satellite connectivity, ******* eX is now aggressively expanding into artificial intelligence (AI) infrastructure.
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
The company is building large-scale compute capacity to support model training and inference, aiming to become a competitive provider of sovereign, scalable AI platforms serving both commercial enterprises and the U.S. government.
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SpaceX's S-1 filing underscored the demanding economics of its AI vision. Data center build-outs require enormous up-front investments in specialized hardware, power infrastructure, and supporting networks.
The AI cloud computing landscape is fiercely competitive, and dominated by established hyperscalers such as Amazon Web Services, Alphabet's Google Cloud Platform, and Microsoft Azure. Moreover, emerging neocloud providers like CoreWeave and Nebius Group add further pressure through specialized offerings and aggressive pricing. For ******* eX, meanwhile, AI remains an unproven business. In 2025, its AI segment posted an operating loss of $6.4 billion on revenue of just $3.2 billion.
#flashing #company
10 days ago
AST ****** eMobile (ASTS) is a Midland, Texas-based ****** e technology company founded in 2017 by CEO Abel Avellan. Its mission to eliminate the global mobile connectivity gap by building the world's first and only ****** e-based cellular broadband network capable of operating directly with standard, unmodified smartphones. The company's BlueBird satellite constellation operates in low Earth orbit, delivering direct-to-device broadband coverage for users on land, at sea, and in flight without requiring any hardware modifications.
AST ****** eMobile has nearly 60 mobile network operator partners covering over three billion subscribers globally, including AT&T (T), Verizon (VZ), Vodafone (VOD), and Rakuten (RKUNF), as well as FCC authorization, to provide Supplemental Coverage from ****** e across a network of up to 248 satellites. AST represents one of the most ambitious and potentially transformative bets in the global telecommunications infrastructure ****** e.
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AST ****** eMobile has nearly 60 mobile network operator partners covering over three billion subscribers globally, including AT&T (T), Verizon (VZ), Vodafone (VOD), and Rakuten (RKUNF), as well as FCC authorization, to provide Supplemental Coverage from ****** e across a network of up to 248 satellites. AST represents one of the most ambitious and potentially transformative bets in the global telecommunications infrastructure ****** e.
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5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
12 days ago
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The small-cap market showed exceptional strength in Q2, largely due to anticipated peace in the Middle East. The Russell 2000 Index began to rally, propelled by Information Technology, Health Care, and Industrials. The Madison Small Cap Fund (Class I) returned 12.7% in the quarter, underperforming the Russell 2000's 21.5% and Russell 2500's 20.2%. While strong gains were seen in Info Tech investments, recent investments in underperforming software companies negatively impacted overall performance. Nevertheless, confidence in the long-term potential of these software investments remains high. The firm is optimistic about small caps, noting their recent outperformance over large caps, recovery in certain software sectors, and improvements in some housing stocks toward the end of the second quarter. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its Q2 2026 investor letter, Madison Small Cap Fund highlighted Belden Inc. (NYSE:BDC) as a newly added position. Belden Inc. (NYSE:BDC) is a US-based networking, connectivity, and industrial automation solutions company that enables data infrastructure to unlock new possibilities for its customers. On July 16, 2026, Belden Inc. (NYSE:BDC) closed at $101.20 per share. One-month return of Belden Inc. (NYSE:BDC) was -17.97%, and its shares lost 20.93% over the past 52 weeks. Belden Inc. (NYSE:BDC) has a market capitalization of $3.94 billion.
Madison Small Cap Fund stated the following regarding Belden Inc. (NYSE:BDC) in its Q2 2026 investor update:
"Belden Inc. (NYSE:BDC) is a 120-year-old specialty networking and connectivity company that has spent the past six years deliberately transforming from a commodity wire and cable maker to an integrated IT/OT (information technology/operational technology) networking and solutions provider, serving industrial automation, smart buildings, broadband service providers, and data centers. The economics of the business have been steadily improving, with expanding gross and operating margins. Recently, the company announced the acquisition of Ruckus Networks, adding Wi-Fi Enterprise switching and an AI-driven cloud platform. The stock sold off significantly on this news, but we think this is a transformational acquisition with limited integration risk that will step up both the company's profitability and growth rate. Belden is a sticky industrial component and connector business with deepening moats, and we believe this acquisition has the potential to drive a material upward re-rating of the company's valuation. Our intrinsic value estimate is $175."
In its Q2 2026 investor letter, Madison Small Cap Fund highlighted Belden Inc. (NYSE:BDC) as a newly added position. Belden Inc. (NYSE:BDC) is a US-based networking, connectivity, and industrial automation solutions company that enables data infrastructure to unlock new possibilities for its customers. On July 16, 2026, Belden Inc. (NYSE:BDC) closed at $101.20 per share. One-month return of Belden Inc. (NYSE:BDC) was -17.97%, and its shares lost 20.93% over the past 52 weeks. Belden Inc. (NYSE:BDC) has a market capitalization of $3.94 billion.
Madison Small Cap Fund stated the following regarding Belden Inc. (NYSE:BDC) in its Q2 2026 investor update:
"Belden Inc. (NYSE:BDC) is a 120-year-old specialty networking and connectivity company that has spent the past six years deliberately transforming from a commodity wire and cable maker to an integrated IT/OT (information technology/operational technology) networking and solutions provider, serving industrial automation, smart buildings, broadband service providers, and data centers. The economics of the business have been steadily improving, with expanding gross and operating margins. Recently, the company announced the acquisition of Ruckus Networks, adding Wi-Fi Enterprise switching and an AI-driven cloud platform. The stock sold off significantly on this news, but we think this is a transformational acquisition with limited integration risk that will step up both the company's profitability and growth rate. Belden is a sticky industrial component and connector business with deepening moats, and we believe this acquisition has the potential to drive a material upward re-rating of the company's valuation. Our intrinsic value estimate is $175."
19 days ago
T-Mobile (TMUS) stock has tumbled 22% over the past 52 weeks and fallen 11% since the beginning of 2026. One of the reasons for this struggle is concern over the competition that T-Mobile could face from satellite companies. Specifically, the satellites of these firms enable them to provide direct-to-device (D2D) voice and data services to unmodified smartphones.
However, many of these D2D providers are actually looking to partner with carriers rather than replace them — and for important logistical reasons, that strategy is unlikely to change for the foreseeable future. Meanwhile, T-Mobile aims to have 18 million to 19 million customers for its broadband services by 2030. That said, the company had more than 130 million total customers in the U.S. in mid-2025, meaning mobile services revenue likely makes up the vast majority of its total sales.
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However, many of these D2D providers are actually looking to partner with carriers rather than replace them — and for important logistical reasons, that strategy is unlikely to change for the foreseeable future. Meanwhile, T-Mobile aims to have 18 million to 19 million customers for its broadband services by 2030. That said, the company had more than 130 million total customers in the U.S. in mid-2025, meaning mobile services revenue likely makes up the vast majority of its total sales.
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19 days ago
T-Mobile US Inc. (NASDAQ:TMUS) is one of the best QQQ Stocks to invest in. On July 7, T-Mobile announced a major evolution of its executive leadership team to accelerate its expansion into new business areas, including AI and 6G development. Wireless industry veteran Chris Sambar will join the company as Chief Enterprise Officer by mid-October, where he will lead the expansion of T-Mobile's SMB, enterprise, and government portfolios while scaling emerging growth opportunities like T-Ads and Physical AI.
Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.
Kappri/Shutterstock.com
These leadership changes coincide with the departure of Mike Katz, the company's Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile's momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company's recent capital markets updates.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.
Kappri/Shutterstock.com
These leadership changes coincide with the departure of Mike Katz, the company's Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile's momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company's recent capital markets updates.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
19 days ago
Broadcom Inc. (NASDAQ:AVGO) is one of the top stocks to buy according to Whale Rock Capital Management. On June 30, Jefferies ***** yst Blayne Curtis reiterated his Buy rating and $550 price target on Broadcom Inc. (NASDAQ:AVGO). The ***** yst cited an improving outlook for the company's AI chip business.
A key pillar of Curtis' thesis is Broadcom's improving visibility into FY2028 earnings. In fact, Jefferies ran a scenario ***** ysis that points to earnings per share of between $30 and $40 for that year, which translates into a valuation multiple of roughly 10 times earnings.
Curtis also pointed to an on-track roadmap for Broadcom's custom Tensor Processing Units, the AI chips it co-designs with Google. He noted that this partnership now extends through 2031 under a long-term agreement that guarantees minimum revenue and offers potential upside of more than $500 billion over that period.
Beyond Google, Jefferies highlighted a broadening customer base for Broadcom's application-specific integrated circuits (ASICs). These are the custom chips built for individual AI customers. According to the ***** yst, the broadening customer is an encouraging sign that the company is diversifying away from reliance on a single buyer. One example of such diversification is Broadcom's new partnership with OpenAI, through which the two companies unveiled Jalapeno. This is OpenAI's first custom AI accelerator chip designed specifically for running large language model inference workloads.
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs, develops, and supplies semiconductor devices and software solutions, including networking connectivity products, wireless device connectivity components, server and storage system solutions, and broadband access technologies.
A key pillar of Curtis' thesis is Broadcom's improving visibility into FY2028 earnings. In fact, Jefferies ran a scenario ***** ysis that points to earnings per share of between $30 and $40 for that year, which translates into a valuation multiple of roughly 10 times earnings.
Curtis also pointed to an on-track roadmap for Broadcom's custom Tensor Processing Units, the AI chips it co-designs with Google. He noted that this partnership now extends through 2031 under a long-term agreement that guarantees minimum revenue and offers potential upside of more than $500 billion over that period.
Beyond Google, Jefferies highlighted a broadening customer base for Broadcom's application-specific integrated circuits (ASICs). These are the custom chips built for individual AI customers. According to the ***** yst, the broadening customer is an encouraging sign that the company is diversifying away from reliance on a single buyer. One example of such diversification is Broadcom's new partnership with OpenAI, through which the two companies unveiled Jalapeno. This is OpenAI's first custom AI accelerator chip designed specifically for running large language model inference workloads.
Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs, develops, and supplies semiconductor devices and software solutions, including networking connectivity products, wireless device connectivity components, server and storage system solutions, and broadband access technologies.
19 days ago
Netflix's ad tier captured 60% of Q1 sign-ups while Comcast's Peacock widened losses to $432 million despite reaching 46 million subscribers.
Netflix's 48% return on equity and $12.5 billion free cash flow guide make its 24x forward P/E a fair price for compounding scale.
Comcast's broadband losses narrowed from 183,000 to 65,000, but cord-cutting and Peacock's NBA rights costs keep its 5.56% yield a patience-only trade.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check. Comcast is a diversified operator juggling broadband erosion, Olympics costs, and a Peacock unit that keeps bleeding cash.
Netflix's 48% return on equity and $12.5 billion free cash flow guide make its 24x forward P/E a fair price for compounding scale.
Comcast's broadband losses narrowed from 183,000 to 65,000, but cord-cutting and Peacock's NBA rights costs keep its 5.56% yield a patience-only trade.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check. Comcast is a diversified operator juggling broadband erosion, Olympics costs, and a Peacock unit that keeps bleeding cash.
20 days ago
With a 5-year EPS growth forecasted at 37.61%, Calix, Inc. (NYSE:CALX) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term.
On June 25, Calix, Inc. (NYSE:CALX) announced that Velocity Network is investing in Calix Agent Workforce Cloud on the AI-native Calix One platform to accelerate revenue growth while reducing operational expenses. Building on its success in serving residential and business customers through differentiated subscriber experiences, Velocity Network is also deploying SmartMDU to further expand its market reach and support continued growth.
On June 10, Rosenblatt ******* yst Mike Genovese reiterated a Buy rating on Calix, Inc. (NYSE:CALX) with a $70 price target following discussions with management. The firm believes growing customer adoption of the Calix One platform will continue to drive remaining performance obligations and support future revenue growth. Rosenblatt also noted that increasing interest in broadband services, partly driven by the anticipated ******* eX initial public offering and competitive dynamics in rural connectivity, is creating additional opportunities for Calix. The firm expects the company to maintain double-digit revenue growth and believes its remaining performance obligations and margins are likely to recover quickly following the recent share price weakness.
Founded in 1999 and headquartered in San Jose, California, Calix, Inc. (NYSE:CALX) provides cloud and AI-driven software platforms to broadband service providers. It acts as a cybersecurity stock by enabling these providers to deliver integrated, subscription-based security services that protect consumer and business networks directly at the subscriber's home or community Wi-Fi level.
While we acknowledge the potential of CALX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
On June 25, Calix, Inc. (NYSE:CALX) announced that Velocity Network is investing in Calix Agent Workforce Cloud on the AI-native Calix One platform to accelerate revenue growth while reducing operational expenses. Building on its success in serving residential and business customers through differentiated subscriber experiences, Velocity Network is also deploying SmartMDU to further expand its market reach and support continued growth.
On June 10, Rosenblatt ******* yst Mike Genovese reiterated a Buy rating on Calix, Inc. (NYSE:CALX) with a $70 price target following discussions with management. The firm believes growing customer adoption of the Calix One platform will continue to drive remaining performance obligations and support future revenue growth. Rosenblatt also noted that increasing interest in broadband services, partly driven by the anticipated ******* eX initial public offering and competitive dynamics in rural connectivity, is creating additional opportunities for Calix. The firm expects the company to maintain double-digit revenue growth and believes its remaining performance obligations and margins are likely to recover quickly following the recent share price weakness.
Founded in 1999 and headquartered in San Jose, California, Calix, Inc. (NYSE:CALX) provides cloud and AI-driven software platforms to broadband service providers. It acts as a cybersecurity stock by enabling these providers to deliver integrated, subscription-based security services that protect consumer and business networks directly at the subscriber's home or community Wi-Fi level.
While we acknowledge the potential of CALX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
20 days ago
Stocks with high dividend yields can look very rewarding. Who doesn't like getting 4%, 5%, even 6% or more back on their investment each year, before factoring in capital gains? But these stocks can just as easily woo investors, only for major problems to surface. Next thing you know, a company cuts the dividend, and investors are sitting on steep losses.
It doesn't have to be that way. Some stocks have high dividend yields and strong business fundamentals. These stocks can be game changers for investors looking to boost their portfolios with dividend income.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here are two top high-yield dividend stocks to buy and hold. They can easily afford their huge dividends, and their compelling price tags make them strong buys for 2026.
Verizon Communications (NYSE: VZ) is a wireless carrier and one of only three companies that dominate the U.S. communications market. Verizon has approximately 146.8 million wireless retail connections and 16.8 million broadband connections. Connectivity is practically as essential to modern life in America as gas and electric utility service. People depend on their smartphones and devices to communicate, socialize, and work.
It doesn't have to be that way. Some stocks have high dividend yields and strong business fundamentals. These stocks can be game changers for investors looking to boost their portfolios with dividend income.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here are two top high-yield dividend stocks to buy and hold. They can easily afford their huge dividends, and their compelling price tags make them strong buys for 2026.
Verizon Communications (NYSE: VZ) is a wireless carrier and one of only three companies that dominate the U.S. communications market. Verizon has approximately 146.8 million wireless retail connections and 16.8 million broadband connections. Connectivity is practically as essential to modern life in America as gas and electric utility service. People depend on their smartphones and devices to communicate, socialize, and work.
20 days ago
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Stocks to Buy in Glen Kacher's Light Street Portfolio.
On July 1, 2026, Check Point Software Technologies launched its Cloud Firewall on the new AWS European Sovereign Cloud, expanding its partnership with Amazon.com, Inc. (NASDAQ:AMZN)'s Amazon Web Services (AWS). The AWS European Sovereign Cloud is an EU-based cloud infrastructure designed to help European enterprises and governments meet strict operational autonomy as well as data residency mandates. The new integration provides highly regulated organizations with prevention-first security and AI-powered threat intelligence across networks and applications.
In another development, on July 2, 2026, a Bloomberg article reported that Amazon.com, Inc. (NASDAQ:AMZN) is on track to launch its satellite broadband service later this year, following a successful United Launch Alliance (ULA) rocket deployment. The Atlas V launch on July 2 carried the latest batch of Amazon Leo satellites, bringing Amazon's orbital fleet to over 390. According to company officials, this provides enough capacity to begin initial operations, potentially challenging ***** eX's dominant Starlink network. While future missions plan to utilize ULA's new Vulcan rocket, recent technical delays have kept the Atlas V as Amazon's primary launch vehicle. Amazon.com, Inc. (NASDAQ:AMZN) constitutes about 4.87% of Light Street's total portfolio value.
Founded in 1994, Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. The Washington-based company has invested heavily in vertical integration by designing its own specialized microprocessors, including Trainium and Inferentia, to scale AI models efficiently.
While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
On July 1, 2026, Check Point Software Technologies launched its Cloud Firewall on the new AWS European Sovereign Cloud, expanding its partnership with Amazon.com, Inc. (NASDAQ:AMZN)'s Amazon Web Services (AWS). The AWS European Sovereign Cloud is an EU-based cloud infrastructure designed to help European enterprises and governments meet strict operational autonomy as well as data residency mandates. The new integration provides highly regulated organizations with prevention-first security and AI-powered threat intelligence across networks and applications.
In another development, on July 2, 2026, a Bloomberg article reported that Amazon.com, Inc. (NASDAQ:AMZN) is on track to launch its satellite broadband service later this year, following a successful United Launch Alliance (ULA) rocket deployment. The Atlas V launch on July 2 carried the latest batch of Amazon Leo satellites, bringing Amazon's orbital fleet to over 390. According to company officials, this provides enough capacity to begin initial operations, potentially challenging ***** eX's dominant Starlink network. While future missions plan to utilize ULA's new Vulcan rocket, recent technical delays have kept the Atlas V as Amazon's primary launch vehicle. Amazon.com, Inc. (NASDAQ:AMZN) constitutes about 4.87% of Light Street's total portfolio value.
Founded in 1994, Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. The Washington-based company has invested heavily in vertical integration by designing its own specialized microprocessors, including Trainium and Inferentia, to scale AI models efficiently.
While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
24 days ago
AST ***** eMobile, Inc. (NASDAQ:ASTS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. A caller inquired what one should do if they do not have a position in the stock. Here's what Cramer had to say:
I think it's a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it's just taking that break.
Photo by Artem Podrez on Pexels
AST ***** eMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers ***** e-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:
Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they're so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don't. This is low enough that I think you ought to take, it's a flier, remember, you're allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it's speculation versus pure investment. I don't mind people having one of each and one of each.
I think it's a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it's just taking that break.
Photo by Artem Podrez on Pexels
AST ***** eMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers ***** e-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:
Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they're so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don't. This is low enough that I think you ought to take, it's a flier, remember, you're allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it's speculation versus pure investment. I don't mind people having one of each and one of each.
24 days ago
Space Exploration Technologies Corp. (NASDAQ:SPCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer discussed the stock's price action after its IPO, as he stated:
We saw a slower version of the same trajectory with ******* eX. Now, I was worried that the stock would spike to absurd levels right out of the gate, but it didn't happen. I'll tell you why. The underwriters did a great job of managing the deal. ******* eX came public at $135. It opened at $150; it finished at $161, just a little bit under that. But then it gradually charged up to $225 and change a few days later as memesters tried to walk it up in the middle of the night. I used to get up and watch it happen. Bunch of chuckleheads, thought they could manipulate… a trillion-dollar stock. No.
Since then, the stock's given back most of its gains, and those gains were on very light volume. Regardless of how you feel about ******* eX, the business, or Elon Musk, the visionary, this stock is now hostage to the mechanics of the market, specifically the lockup on insider selling. Those shares will unlock gradually starting around the time of ******* eX's first earnings report as a publicly traded company. If the stock reaches $175.50 by the time the earnings come out, which is up 30% from the offer price, well, that unlocks an additional tranche of stock. That's what I'm worried about.
Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable ******* ecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.
While we acknowledge the potential of SPCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
We saw a slower version of the same trajectory with ******* eX. Now, I was worried that the stock would spike to absurd levels right out of the gate, but it didn't happen. I'll tell you why. The underwriters did a great job of managing the deal. ******* eX came public at $135. It opened at $150; it finished at $161, just a little bit under that. But then it gradually charged up to $225 and change a few days later as memesters tried to walk it up in the middle of the night. I used to get up and watch it happen. Bunch of chuckleheads, thought they could manipulate… a trillion-dollar stock. No.
Since then, the stock's given back most of its gains, and those gains were on very light volume. Regardless of how you feel about ******* eX, the business, or Elon Musk, the visionary, this stock is now hostage to the mechanics of the market, specifically the lockup on insider selling. Those shares will unlock gradually starting around the time of ******* eX's first earnings report as a publicly traded company. If the stock reaches $175.50 by the time the earnings come out, which is up 30% from the offer price, well, that unlocks an additional tranche of stock. That's what I'm worried about.
Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable ******* ecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.
While we acknowledge the potential of SPCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
25 days ago
Space Exploration Technologies (NASDAQ: SPCX), better known as ****** eX, got off to a hot start after its IPO. From its initial trading price of $150, it rose over the course of a few days to an intraday high of $225.64. Then, after some of the initial hype died down and the company announced it was raising more money via a bond issue, the stock slumped. It has rebounded modestly in recent days, but as of Thursday, it was still about 30% off its all-time high.
So, is ****** eX a great stock to buy on the dip? Or should you be patient?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX may be one of the more misunderstood stocks in the market. If asked to describe what ****** eX does, many would likely say it launches reusable rockets to deliver payloads into ****** e. While that's true, it doesn't fully capture the nature of the business.
The majority of ****** eX's revenue and growth comes from Starlink, which offers broadband internet connectivity via a constellation of orbiting satellites. The connectivity segment of ****** eX's business is also the most profitable. The ****** e segment, which includes its rockets, accounts for only about 22% of revenue and 11% of profits. The third segment, AI, largely comes from xAI, another Elon Musk-owned company that it recently acquired. That segment generates revenue from anyone who uses the Grok artificial intelligence platform, as well as from the social media platform X (formerly Twitter).
So, is ****** eX a great stock to buy on the dip? Or should you be patient?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX may be one of the more misunderstood stocks in the market. If asked to describe what ****** eX does, many would likely say it launches reusable rockets to deliver payloads into ****** e. While that's true, it doesn't fully capture the nature of the business.
The majority of ****** eX's revenue and growth comes from Starlink, which offers broadband internet connectivity via a constellation of orbiting satellites. The connectivity segment of ****** eX's business is also the most profitable. The ****** e segment, which includes its rockets, accounts for only about 22% of revenue and 11% of profits. The third segment, AI, largely comes from xAI, another Elon Musk-owned company that it recently acquired. That segment generates revenue from anyone who uses the Grok artificial intelligence platform, as well as from the social media platform X (formerly Twitter).
25 days ago
Space Exploration Technologies Corp. (NASDAQ:SPCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. Cramer discussed the stock's price action after its IPO, as he stated:
We saw a slower version of the same trajectory with ****** eX. Now, I was worried that the stock would spike to absurd levels right out of the gate, but it didn't happen. I'll tell you why. The underwriters did a great job of managing the deal. ****** eX came public at $135. It opened at $150; it finished at $161, just a little bit under that. But then it gradually charged up to $225 and change a few days later as memesters tried to walk it up in the middle of the night. I used to get up and watch it happen. Bunch of chuckleheads, thought they could manipulate… a trillion-dollar stock. No.
Since then, the stock's given back most of its gains, and those gains were on very light volume. Regardless of how you feel about ****** eX, the business, or Elon Musk, the visionary, this stock is now hostage to the mechanics of the market, specifically the lockup on insider selling. Those shares will unlock gradually starting around the time of ****** eX's first earnings report as a publicly traded company. If the stock reaches $175.50 by the time the earnings come out, which is up 30% from the offer price, well, that unlocks an additional tranche of stock. That's what I'm worried about.
Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable ****** ecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.
While we acknowledge the potential of SPCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
We saw a slower version of the same trajectory with ****** eX. Now, I was worried that the stock would spike to absurd levels right out of the gate, but it didn't happen. I'll tell you why. The underwriters did a great job of managing the deal. ****** eX came public at $135. It opened at $150; it finished at $161, just a little bit under that. But then it gradually charged up to $225 and change a few days later as memesters tried to walk it up in the middle of the night. I used to get up and watch it happen. Bunch of chuckleheads, thought they could manipulate… a trillion-dollar stock. No.
Since then, the stock's given back most of its gains, and those gains were on very light volume. Regardless of how you feel about ****** eX, the business, or Elon Musk, the visionary, this stock is now hostage to the mechanics of the market, specifically the lockup on insider selling. Those shares will unlock gradually starting around the time of ****** eX's first earnings report as a publicly traded company. If the stock reaches $175.50 by the time the earnings come out, which is up 30% from the offer price, well, that unlocks an additional tranche of stock. That's what I'm worried about.
Space Exploration Technologies Corp. (NASDAQ:SPCX) manufactures and launches reusable ****** ecraft for orbital payloads and government missions, and provides satellite-based broadband internet. Additionally, it operates an artificial intelligence platform comprising computational infrastructure, user applications, and the X information network.
While we acknowledge the potential of SPCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
25 days ago
AST ******* eMobile, Inc. (NASDAQ:ASTS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. A caller inquired what one should do if they do not have a position in the stock. Here's what Cramer had to say:
I think it's a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it's just taking that break.
Photo by Artem Podrez on Pexels
AST ******* eMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers ******* e-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:
Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they're so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don't. This is low enough that I think you ought to take, it's a flier, remember, you're allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it's speculation versus pure investment. I don't mind people having one of each and one of each.
I think it's a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it's just taking that break.
Photo by Artem Podrez on Pexels
AST ******* eMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers ******* e-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:
Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they're so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don't. This is low enough that I think you ought to take, it's a flier, remember, you're allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it's speculation versus pure investment. I don't mind people having one of each and one of each.
26 days ago
We just covered Avoid ****** eX and Buy These 11 Stocks Instead. AST ****** eMobile (NASDAQ:ASTS) ranks #11 (see Avoid ****** eX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 39
Redditors say that for those interested in ****** e, consider AST ****** eMobile (NASDAQ:ASTS) instead of chasing ****** eX hype. AST ****** eMobile is developing the world's first ****** e cellular broadband network in Low Earth Orbit. It sells this service directly to standard smartphones without hardware upgrades. It's a leading satellite operator building actual infrastructure, not just pursuing venture dreams. The company has made BlueBird satellites, which are the largest commercial satellites in orbit. AST has received Federal Communications Commission approval to deploy and operate a 248-satellite constellation and perform direct-to-cell operations.
It's enabling carriers to expand coverage into areas where building cell tower infrastructure is economically unfeasible. These areas include remote highways, national parks, mining sites, offshore energy ****** ets, disaster zones, and rural farms. AST has agreements with 60 mobile network operators that collectively cover more than 3 billion subscribers globally. Major carriers like AT&T, Verizon, and Vodafone are already on board.
Crossroads Capital stated the following regarding AST ****** eMobile, Inc. (NASDAQ:ASTS) in its Q1 2026 investor letter:
Number of Hedge Fund Investors: 39
Redditors say that for those interested in ****** e, consider AST ****** eMobile (NASDAQ:ASTS) instead of chasing ****** eX hype. AST ****** eMobile is developing the world's first ****** e cellular broadband network in Low Earth Orbit. It sells this service directly to standard smartphones without hardware upgrades. It's a leading satellite operator building actual infrastructure, not just pursuing venture dreams. The company has made BlueBird satellites, which are the largest commercial satellites in orbit. AST has received Federal Communications Commission approval to deploy and operate a 248-satellite constellation and perform direct-to-cell operations.
It's enabling carriers to expand coverage into areas where building cell tower infrastructure is economically unfeasible. These areas include remote highways, national parks, mining sites, offshore energy ****** ets, disaster zones, and rural farms. AST has agreements with 60 mobile network operators that collectively cover more than 3 billion subscribers globally. Major carriers like AT&T, Verizon, and Vodafone are already on board.
Crossroads Capital stated the following regarding AST ****** eMobile, Inc. (NASDAQ:ASTS) in its Q1 2026 investor letter:
26 days ago
T-Mobile US, Inc. (NASDAQ:TMUS) has declined roughly 10% over the past 30 days, mainly due to competitive pressure from ***** eX's Starlink push in mobile services. However, ***** ysts project roughly 42% upside from the current level, driven by the company's aggressive 5G monetization. T-Mobile US, Inc. (NASDAQ:TMUS) ranks as one of the Top Large Cap Stocks to Invest In At 52-Week Lows.
Recently, on June 26, Reuters reported that ***** eX has told investors it is planning to launch a direct retail mobile service for US consumers under the Starlink brand. This will place the company in direct competition with T-Mobile, Verizon, and AT&T.
The report noted that ***** eX President Gwynne Shotwell, during the IPO roadshow, reportedly disclosed that the company is considering building its own terrestrial US mobile network. This goes well beyond the company's current partnership with T-Mobile, which only provides supplemental satellite coverage in remote areas. Moreover, the move is supported by significant spectrum acquisitions. The company purchased wireless spectrum licenses from EchoStar in two deals totaling around $17 billion, giving it the airwaves needed to offer a robust and affordable direct-to-cell service.
Recently, TD Cowen ***** yst Gregory Williams floated the idea that ***** eX could eventually look to acquire T-Mobile as part of its ambition to build a full-scale wireless and broadband platform. He noted that Starlink is no longer just a satellite internet service and aims to become a comprehensive connectivity network spanning broadband, mobile, and a hybrid of satellite and ground-based wireless infrastructure. To achieve that, ***** eX would likely need a wholesale network agreement with a major US carrier such as T-Mobile.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
Recently, on June 26, Reuters reported that ***** eX has told investors it is planning to launch a direct retail mobile service for US consumers under the Starlink brand. This will place the company in direct competition with T-Mobile, Verizon, and AT&T.
The report noted that ***** eX President Gwynne Shotwell, during the IPO roadshow, reportedly disclosed that the company is considering building its own terrestrial US mobile network. This goes well beyond the company's current partnership with T-Mobile, which only provides supplemental satellite coverage in remote areas. Moreover, the move is supported by significant spectrum acquisitions. The company purchased wireless spectrum licenses from EchoStar in two deals totaling around $17 billion, giving it the airwaves needed to offer a robust and affordable direct-to-cell service.
Recently, TD Cowen ***** yst Gregory Williams floated the idea that ***** eX could eventually look to acquire T-Mobile as part of its ambition to build a full-scale wireless and broadband platform. He noted that Starlink is no longer just a satellite internet service and aims to become a comprehensive connectivity network spanning broadband, mobile, and a hybrid of satellite and ground-based wireless infrastructure. To achieve that, ***** eX would likely need a wholesale network agreement with a major US carrier such as T-Mobile.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
26 days ago
Comcast Corporation (NASDAQ:CMCSA) is one of the Top Large Cap Stocks to Invest In At 52-Week Lows. Although the stock has declined roughly 8% over the past month due to mounting competitive pressure in the broadband sector and margin concerns, the Street continues to expect more than 38% upside over the next 12-months.
Recently, on June 25, Reuters reported that Comcast Corporation (NASDAQ:CMCSA) owned Sky, has agreed terms to acquire ITV's broadcast and streaming division. The deal is valued at around £1.6 billion and includes the TV channels and streaming platform ITVX. The report noted that the agreement is in its final stages and is currently being finalized by lawyers, according to sources familiar with the matter.
Moreover, as part of the transaction, ITV Studios will acquire Love Productions, the Sky-owned producer behind "The Great British Bake Off" and "The Piano," valued at between £80 million and £120 million. In addition, the deal also includes a performance-based earn-out of around £200 million.
According to Reuters, the strategic goal is to combine Sky and ITVX into a top-three UK streaming platform, better positioned to compete with Netflix, YouTube, Amazon Prime Video, and Disney+. Reuters highlighted that a formal announcement is expected within the next two weeks as lawyers are still working through final complications.
Comcast Corporation (NASDAQ:CMCSA) provides internet, video, and phone services. The company's operations are divided into the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks.
Recently, on June 25, Reuters reported that Comcast Corporation (NASDAQ:CMCSA) owned Sky, has agreed terms to acquire ITV's broadcast and streaming division. The deal is valued at around £1.6 billion and includes the TV channels and streaming platform ITVX. The report noted that the agreement is in its final stages and is currently being finalized by lawyers, according to sources familiar with the matter.
Moreover, as part of the transaction, ITV Studios will acquire Love Productions, the Sky-owned producer behind "The Great British Bake Off" and "The Piano," valued at between £80 million and £120 million. In addition, the deal also includes a performance-based earn-out of around £200 million.
According to Reuters, the strategic goal is to combine Sky and ITVX into a top-three UK streaming platform, better positioned to compete with Netflix, YouTube, Amazon Prime Video, and Disney+. Reuters highlighted that a formal announcement is expected within the next two weeks as lawyers are still working through final complications.
Comcast Corporation (NASDAQ:CMCSA) provides internet, video, and phone services. The company's operations are divided into the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks.
27 days ago
We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn't Miss. AST ***** eMobile (NASDAQ:ASTS) ranks #1 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn't Miss).
Number of Hedge Fund Investors: 39
AST ***** eMobile (NASDAQ:ASTS) is frequently mentioned on Reddit by investors speculating about which stock could become the next SanDisk. Redditors believe ASTS can break out because the company is positioned at an inflection point where execution drives a paradigm shift. After the ***** eX IPO, investor attention on the entire ***** e sector is skyrocketing, and ASTS will be the only pure-play D2D satellite service story in front of retail and institutional eyes.
AST ***** eMobile (NASDAQ:ASTS) sells ***** e-based 4G/5G cellular broadband connectivity delivered directly to mobile phones without any hardware upgrades. Its customers are rural Americans stuck with sub-7 MBPS internet (2.6% of the US population willing to pay premium pricing), mobile network operators who've already signed partnerships with the company, and increasingly, the US government.
Defense revenue is the hidden story the stock's bulls point to. Management emphasized in their recent conference call that defense will be a major contributor to 2026 revenue, and they've explicitly guided that the US government alone represents a $500 million revenue stream in 2027 alone—with roughly half of the company's total projected $1 billion 2027 opportunity coming from government contracts. AST ***** eMobile (NASDAQ:ASTS) is already conducting tests for the ***** e Development Agency on radiolocation capabilities, working on 10 different use cases spanning both communications and non-communications applications for national defense.
Number of Hedge Fund Investors: 39
AST ***** eMobile (NASDAQ:ASTS) is frequently mentioned on Reddit by investors speculating about which stock could become the next SanDisk. Redditors believe ASTS can break out because the company is positioned at an inflection point where execution drives a paradigm shift. After the ***** eX IPO, investor attention on the entire ***** e sector is skyrocketing, and ASTS will be the only pure-play D2D satellite service story in front of retail and institutional eyes.
AST ***** eMobile (NASDAQ:ASTS) sells ***** e-based 4G/5G cellular broadband connectivity delivered directly to mobile phones without any hardware upgrades. Its customers are rural Americans stuck with sub-7 MBPS internet (2.6% of the US population willing to pay premium pricing), mobile network operators who've already signed partnerships with the company, and increasingly, the US government.
Defense revenue is the hidden story the stock's bulls point to. Management emphasized in their recent conference call that defense will be a major contributor to 2026 revenue, and they've explicitly guided that the US government alone represents a $500 million revenue stream in 2027 alone—with roughly half of the company's total projected $1 billion 2027 opportunity coming from government contracts. AST ***** eMobile (NASDAQ:ASTS) is already conducting tests for the ***** e Development Agency on radiolocation capabilities, working on 10 different use cases spanning both communications and non-communications applications for national defense.
28 days ago
Comcast (CMCSA) opened Monday's trading up nearly 17% on news that the company would spin off its NBCUniversal and Sky media and entertainment businesses, keeping the cable, wireless, and broadband businesses, along with up to a 19.9% stake in the spinoff.
That's welcome news to long-suffering Comcast shareholders. The company has faced a conglomerate discount for years because of the perceived lack of synergy between the two businesses. Certainly, the nasty divorce between Time Warner and AT&T (T) is but one example of disparate tie-ups gone wrong.
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That's welcome news to long-suffering Comcast shareholders. The company has faced a conglomerate discount for years because of the perceived lack of synergy between the two businesses. Certainly, the nasty divorce between Time Warner and AT&T (T) is but one example of disparate tie-ups gone wrong.
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28 days ago
With a market cap of $151.6 billion, AT&T Inc. (T) is a global provider of telecommunications and technology services operating through its Communications and Latin America segments. It has grown into one of the world's largest providers of wireless, broadband, and communication services. The company offers a wide range of consumer and business solutions, including wireless voice and data services, internet connectivity, and related devices.
The Dallas, Texas-based company is set to unveil its fiscal Q2 2026 results before the market opens on Wednesday, Jul. 22. Ahead of the event, **** ysts forecast AT&T to post an adjusted EPS of $0.59, an increase of 9.3% from $0.54 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in three of the past four quarters while missing on another occasion.
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The Dallas, Texas-based company is set to unveil its fiscal Q2 2026 results before the market opens on Wednesday, Jul. 22. Ahead of the event, **** ysts forecast AT&T to post an adjusted EPS of $0.59, an increase of 9.3% from $0.54 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in three of the past four quarters while missing on another occasion.
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29 days ago
CMCSA jumped 7% on news of Comcast's planned split into two public companies, separating NBCUniversal from cable after a 46% five-year stock decline.
Peacock's $432 million quarterly EBITDA loss and structural broadband competition raise doubts about whether a split alone can reverse Comcast's multi-year decline.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Comcast didn't make the cut. Grab the names FREE today.
A CNBC segment reported that Comcast (NASDAQ:CMCSA) plans to separate its media and cable/technology operations into two publicly traded companies, with Mike Cavanaugh leading NBCUniversal and Michael Angelakis returning as CEO of the cable business. The hosts framed the announcement against Comcast's multi-year stock slide and questioned whether earlier moves, including the Sky acquisition, justified their cost.
The CNBC panel framed the breakup as a strategic reset after years of disappointing stock performance. On air, the hosts noted that Comcast shares traded near $60 in 2021, making today's price of about $25.22 on June 29 less than half of where the stock stood several years ago. Comcast shares are down about 23% over the past year and nearly 46% over the past five years.
Peacock's $432 million quarterly EBITDA loss and structural broadband competition raise doubts about whether a split alone can reverse Comcast's multi-year decline.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Comcast didn't make the cut. Grab the names FREE today.
A CNBC segment reported that Comcast (NASDAQ:CMCSA) plans to separate its media and cable/technology operations into two publicly traded companies, with Mike Cavanaugh leading NBCUniversal and Michael Angelakis returning as CEO of the cable business. The hosts framed the announcement against Comcast's multi-year stock slide and questioned whether earlier moves, including the Sky acquisition, justified their cost.
The CNBC panel framed the breakup as a strategic reset after years of disappointing stock performance. On air, the hosts noted that Comcast shares traded near $60 in 2021, making today's price of about $25.22 on June 29 less than half of where the stock stood several years ago. Comcast shares are down about 23% over the past year and nearly 46% over the past five years.
1 month ago
It didn't take long for ***** e Exploration Technologies (NASDAQ: SPCX), popularly known as ***** eX, to make a major move after its initial public offering. Fresh off raising $86 billion from the IPO, it announced that it's acquiring Anysphere, the developer of the AI-powered code editor Cursor. It's a $60 billion purchase that will be paid for entirely in new shares of ***** eX stock, and it's expected to close in the third quarter. Here's why that's a big deal, and what it means for shareholders.
There are various reasons investors are enthusiastic about ***** eX, but its artificial intelligence (AI) business probably doesn't top the list. People are excited about Elon Musk, his vision for a multiplanetary humanity, ***** e travel, and even the Starlink satellite broadband business. But ***** eX only acquired xAI -- the part of the company that holds its AI segment -- earlier this year, and while it generated $818 million in revenue in 2026's first quarter, it also reported a $2.5 billion operating loss.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
However, an investment in ***** eX really is an investment in AI. Musk and Co. view the company as having what they say is "the largest actionable total addressable market in human history" -- $28.5 trillion.
And if you think that's all based on ***** e and satellites, it's actually nearly all based on their outlook for AI. The company ***** erts that it has $26.5 trillion in AI opportunities, and $22.7 trillion of that is in "enterprise applications."
There are various reasons investors are enthusiastic about ***** eX, but its artificial intelligence (AI) business probably doesn't top the list. People are excited about Elon Musk, his vision for a multiplanetary humanity, ***** e travel, and even the Starlink satellite broadband business. But ***** eX only acquired xAI -- the part of the company that holds its AI segment -- earlier this year, and while it generated $818 million in revenue in 2026's first quarter, it also reported a $2.5 billion operating loss.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
However, an investment in ***** eX really is an investment in AI. Musk and Co. view the company as having what they say is "the largest actionable total addressable market in human history" -- $28.5 trillion.
And if you think that's all based on ***** e and satellites, it's actually nearly all based on their outlook for AI. The company ***** erts that it has $26.5 trillion in AI opportunities, and $22.7 trillion of that is in "enterprise applications."
1 month ago
Broadcom Inc. (NASDAQ:AVGO) is one of the best trending AI stocks to watch in 2026. Reuters reported on June 18 that Architect Labs announced that it has raised $24 million in seed funding to build a company that will employ AI to speed and ease the design of custom chips. It further stated that Broadcom Inc. (NASDAQ:AVGO) and its rival Marvell help design custom AI and other general-purpose computing chips for cloud computing companies like Alphabet and Amazon, with the custom chips designed by the two companies generating tens of billions of dollars in revenue and offering an alternative to Nvidia's hardware.
Reuters stated that Architect Labs aims to make the process cheaper and faster, as it presently takes around two years and costs hundreds of millions of dollars in labor costs and research and development. Architect co-founder Ebrahim Hussain stated in an interview with Reuters that the biggest problem at present is "not necessarily the backend execution or the layout," but rather "their biggest thing is how can I take this workload that I want to deliver to the world, whether it be AI or robotics or anything like that, and how can I build the (chip) architecture."
Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company's infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management.
While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
Reuters stated that Architect Labs aims to make the process cheaper and faster, as it presently takes around two years and costs hundreds of millions of dollars in labor costs and research and development. Architect co-founder Ebrahim Hussain stated in an interview with Reuters that the biggest problem at present is "not necessarily the backend execution or the layout," but rather "their biggest thing is how can I take this workload that I want to deliver to the world, whether it be AI or robotics or anything like that, and how can I build the (chip) architecture."
Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company's infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management.
While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
In the early days of online shopping, Amazon (NASDAQ: AMZN) was a simple website that sold books. In the years that followed, the company expanded its marketplace into a more comprehensive e-commerce platform. That eventually helped pave the way for the launch of its cloud infrastructure platform, Amazon Web Services (AWS). This chain of events quietly turned Amazon into an essential digital infrastructure provider -- driving trillions of dollars in market value.
Elon Musk's ****** e Exploration Technologies (NASDAQ: SPCX) is following a similar path. While ****** eX began with rockets that made it cheaper to get payloads into orbit, the company now also offers global internet connectivity through its Starlink business and is building large artificial intelligence (AI) data centers.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX's long-term goal is to create a comprehensive suite of tools that power the entire AI economy. Recent steps, including its merger with xAI and its acquisition of Cursor AI, are speeding this process up.
SpaceX oversees the complete sequence required to deliver all aspects of the AI infrastructure value chain. The company's rockets handle the launches that place equipment into orbit. Starlink's broadband satellites provide a global connectivity network that can link AI systems with end users. And on the ground, ****** eX is deploying large clusters of servers dedicated to training AI models.
Elon Musk's ****** e Exploration Technologies (NASDAQ: SPCX) is following a similar path. While ****** eX began with rockets that made it cheaper to get payloads into orbit, the company now also offers global internet connectivity through its Starlink business and is building large artificial intelligence (AI) data centers.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
SpaceX's long-term goal is to create a comprehensive suite of tools that power the entire AI economy. Recent steps, including its merger with xAI and its acquisition of Cursor AI, are speeding this process up.
SpaceX oversees the complete sequence required to deliver all aspects of the AI infrastructure value chain. The company's rockets handle the launches that place equipment into orbit. Starlink's broadband satellites provide a global connectivity network that can link AI systems with end users. And on the ground, ****** eX is deploying large clusters of servers dedicated to training AI models.
1 month ago
Broadcom Inc. (NASDAQ:AVGO) is one of the fastest-growing high-bandwidth memory stocks to buy. The stronger topic fit occurred on June 9, 2026, when Broadcom, Apollo, and Blackstone launched the AI XPV Platform to support more than 20 gigawatts of AI compute capacity, leveraging Broadcom's XPUs and networking solutions through 2028.
The platform starts with a $35 billion tranche for more than 1 gigawatt of Anthropic compute infrastructure expected to begin deployment at Fluidstack sites in mid-2026. Broadcom is not an HBM supplier, but custom AI XPUs typically depend on high-bandwidth memory and high-speed networking to keep large training and inference clusters from becoming data-starved. The update also lands soon after Broadcom's fiscal Q2 2026 report, where revenue rose 48% year over year to $22.2 billion and AI semiconductor revenue grew 143% to $10.8 billion. The LSEG VMware renewal is useful software news, but the XPV platform is much closer to the HBM-driven AI hardware cycle.
Broadcom Inc. (NASDAQ:AVGO) designs and supplies semiconductor and infrastructure software products, including custom AI accelerators, networking chips, storage connectivity, broadband components, wireless products, and VMware-based infrastructure software.
While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
The platform starts with a $35 billion tranche for more than 1 gigawatt of Anthropic compute infrastructure expected to begin deployment at Fluidstack sites in mid-2026. Broadcom is not an HBM supplier, but custom AI XPUs typically depend on high-bandwidth memory and high-speed networking to keep large training and inference clusters from becoming data-starved. The update also lands soon after Broadcom's fiscal Q2 2026 report, where revenue rose 48% year over year to $22.2 billion and AI semiconductor revenue grew 143% to $10.8 billion. The LSEG VMware renewal is useful software news, but the XPV platform is much closer to the HBM-driven AI hardware cycle.
Broadcom Inc. (NASDAQ:AVGO) designs and supplies semiconductor and infrastructure software products, including custom AI accelerators, networking chips, storage connectivity, broadband components, wireless products, and VMware-based infrastructure software.
While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
1 month ago
Charter Communications Inc. (NASDAQ:CHTR) is one of the best NASDAQ stocks with high upside potential. On June 17, Spectrum News, which is owned and operated by Charter Communications, launched its newest 24/7 local network, Spectrum News Tennessee, now available to Spectrum TV customers on channel 1 and via the dedicated news app. The network focuses on hyperlocal content, providing local headlines every 15 minutes and weather updates every 10 minutes to viewers across the state, including key markets like Nashville, Knoxville, and Jackson.
The network is led by Executive Producer Rebecca Walters and features a team of reporters embedded throughout Tennessee to ensure coverage remains deeply connected to community concerns. This launch is part of Spectrum's broader effort to expand its local journalism reach, which already maintains an average of 1.9 million daily viewing households across its various digital and linear platforms.
By offering content through mobile apps, Roku, Apple TV, and Xumo Stream Box, Spectrum continues to emphasize accessibility for its viewers. The new Tennessee network joins an expanding ecosystem of news services, including the streaming-based Spectrum News+ and Spanish-language Spectrum Noticias, reinforcing the company's commitment to community-focused reporting in an increasingly digital media landscape.
Image by Sergei Tokmakov www.thecorporateattorneys.... from Pixabay
Charter Communications Inc. (NASDAQ:CHTR) is a broadband connectivity company. Under the Spectrum brand umbrella, it delivers voice, mobile, internet, and video services. It offers data networking solutions to business entities, while also delivering cable TV, video on demand, and advertising services.
The network is led by Executive Producer Rebecca Walters and features a team of reporters embedded throughout Tennessee to ensure coverage remains deeply connected to community concerns. This launch is part of Spectrum's broader effort to expand its local journalism reach, which already maintains an average of 1.9 million daily viewing households across its various digital and linear platforms.
By offering content through mobile apps, Roku, Apple TV, and Xumo Stream Box, Spectrum continues to emphasize accessibility for its viewers. The new Tennessee network joins an expanding ecosystem of news services, including the streaming-based Spectrum News+ and Spanish-language Spectrum Noticias, reinforcing the company's commitment to community-focused reporting in an increasingly digital media landscape.
Image by Sergei Tokmakov www.thecorporateattorneys.... from Pixabay
Charter Communications Inc. (NASDAQ:CHTR) is a broadband connectivity company. Under the Spectrum brand umbrella, it delivers voice, mobile, internet, and video services. It offers data networking solutions to business entities, while also delivering cable TV, video on demand, and advertising services.
1 month ago
Comcast (NASDAQ:CMCSA), a broadband, cable, streaming, studios, and theme parks provider, closed at $22.43, down 1.15%. Investors are weighing an energy-efficiency win and stake trim, while watching July 23 results for broadband trends and Peacock.
The company's trading volume reached roughly 63.5M shares, which is about 86% above its three-month average of 34.1M shares.
The S&P 500 (SNPINDEX:^GSPC) rose 1.08% to 7,500.58, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.91% to 26,517.93. Among telecommunications services and media entertainment conglomerate peers, Charter Communications (NASDAQ:CHTR) closed at $126.23, down 4.37%, while AT&T (NYSE:T) ended at $22.01, off 1.92%, as cable stocks lagged the broader markets.
Comcast shares declined despite gains in the broader market, highlighting ongoing pressure on cable stocks ahead of the company's July 23 earnings report. While improvements in network energy efficiency and debt management demonstrate cost discipline, the key question is whether Comcast can narrow broadband losses and leverage wireless growth to offset challenges in its core connectivity business.
The July report should also give more details about Peacock and how Comcast is returning cash to shareholders. Just adding subscribers is not enough if streaming losses keep hurting profit margins. Free cash flow is still important for paying dividends, buying back shares, and managing the balance sheet. To boost investor confidence, Comcast needs to show stable broadband numbers, progress at Peacock, and stronger cash flow, especially amid ongoing concerns about the cable sector.
The company's trading volume reached roughly 63.5M shares, which is about 86% above its three-month average of 34.1M shares.
The S&P 500 (SNPINDEX:^GSPC) rose 1.08% to 7,500.58, and the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.91% to 26,517.93. Among telecommunications services and media entertainment conglomerate peers, Charter Communications (NASDAQ:CHTR) closed at $126.23, down 4.37%, while AT&T (NYSE:T) ended at $22.01, off 1.92%, as cable stocks lagged the broader markets.
Comcast shares declined despite gains in the broader market, highlighting ongoing pressure on cable stocks ahead of the company's July 23 earnings report. While improvements in network energy efficiency and debt management demonstrate cost discipline, the key question is whether Comcast can narrow broadband losses and leverage wireless growth to offset challenges in its core connectivity business.
The July report should also give more details about Peacock and how Comcast is returning cash to shareholders. Just adding subscribers is not enough if streaming losses keep hurting profit margins. Free cash flow is still important for paying dividends, buying back shares, and managing the balance sheet. To boost investor confidence, Comcast needs to show stable broadband numbers, progress at Peacock, and stronger cash flow, especially amid ongoing concerns about the cable sector.
