1 month ago
Millions of Americans recently received unwelcome news about their cell phone bills.
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ******* ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
#august #plans
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ******* ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
#august #plans
1 month ago
Millions of Americans recently received unwelcome news about their cell phone bills.
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ******* ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
#Consumer
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ******* ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
#Consumer
1 month ago
Millions of Americans recently received unwelcome news about their cell phone bills.
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ***** ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
#month #americans #august #older
In late June, T-Mobile (TMUS) said it was retiring over 1,000 older plans, shifting customers to newer offerings at an added cost of as much as $6 per line per month. And starting in August, AT&T (T) hiked rates on some of its older plans by $10 to $20 and increased a monthly per-line fee by $1.
The changes contributed to a steep 5.9% jump in Americans' wireless bills from July to August alone, according to Consumer Price Index data. It was the largest single-month jump since the Bureau of Labor Statistics began tracking the category nearly three decades ago.
In a twist, last month's rising phone bills may have helped convince the Federal Reserve to implement its first interest rate hike in three years. The steep price jump likely contributed about 10 basis points of August's 0.3% month-over-month rise in core consumer prices, according to Wall Street ***** ysts. The hotter-than-expected jump in this category, which strips out price changes in the particularly volatile food and energy sectors, helped cement expectations for the Fed's 25 basis point hike to benchmark rates last Wednesday.
Read more: How the Fed rate decision affects your bank accounts, loans, credit cards, and investments
#month #americans #august #older
2 months ago
Gabelli Investment Management Firm recently released its "Global Content & Connectivity Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, though trailing the broader MSCI AC World Index's 15.06% gain. The fund's performance reflected renewed investor interest in AI-related investments, easing tensions in the Middle East, and lower Brent crude prices, with Information Technology gaining 39.2% and Communication Services advancing 6.0% during the quarter. Over the past year, the fund gained 25.50%, compared with 13.06% for its communication-services benchmark and 24.16% for the MSCI AC World Index. Looking ahead, Gabelli remains constructive on the long-term opportunities created by AI adoption, expanding digital infrastructure, connectivity, and the continued growth of content and entertainment, while recognizing that higher interest rates, geopolitical tensions, and the sustainability of AI-related spending could create volatility. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Global Content & Connectivity Fund highlighted stocks like T-Mobile US Inc. (NASDAQ:TMUS). T-Mobile US Inc. (NASDAQ:TMUS) is a major U.S. wireless operator expanding across broadband, 5G, advertising, financial services, and emerging technology markets. The one-month return of T-Mobile US Inc. (NASDAQ:TMUS) was 1.86% while its shares traded between $165.66 and $247.25 over the last 52 weeks. On September 3, 2026, T-Mobile US Inc. (NASDAQ:TMUS) stock closed at approximately $188.02 per share, with a market capitalization of about $194.71 billion.
Global Content & Connectivity Fund stated the following regarding T-Mobile US Inc. (NASDAQ:TMUS) in its Q2 2026 investor letter:
T-Mobile US Inc. (NASDAQ:TMUS) (4.5%) (TMUS – $167.73 – NASDAQ) is the second-largest wireless operator in the U.S., serving over 142 million branded customers. In February 2026, the company hosted a Capital Markets Day, where it increased its 2027 targets for service revenue, EBITDA, and free cash flow. Management expects meaningful incremental growth over the next few years, driven by (a) continued share gains across various market segments, (b) growth of the broadband business, and (c) leveraging the firm's scale and its 5G Advanced network to expand into new growth areas (including advertising, financial services, and long-term opportunities in edge and physical AI).
#NASDAQ #global
In its second-quarter 2026 investor letter, Global Content & Connectivity Fund highlighted stocks like T-Mobile US Inc. (NASDAQ:TMUS). T-Mobile US Inc. (NASDAQ:TMUS) is a major U.S. wireless operator expanding across broadband, 5G, advertising, financial services, and emerging technology markets. The one-month return of T-Mobile US Inc. (NASDAQ:TMUS) was 1.86% while its shares traded between $165.66 and $247.25 over the last 52 weeks. On September 3, 2026, T-Mobile US Inc. (NASDAQ:TMUS) stock closed at approximately $188.02 per share, with a market capitalization of about $194.71 billion.
Global Content & Connectivity Fund stated the following regarding T-Mobile US Inc. (NASDAQ:TMUS) in its Q2 2026 investor letter:
T-Mobile US Inc. (NASDAQ:TMUS) (4.5%) (TMUS – $167.73 – NASDAQ) is the second-largest wireless operator in the U.S., serving over 142 million branded customers. In February 2026, the company hosted a Capital Markets Day, where it increased its 2027 targets for service revenue, EBITDA, and free cash flow. Management expects meaningful incremental growth over the next few years, driven by (a) continued share gains across various market segments, (b) growth of the broadband business, and (c) leveraging the firm's scale and its 5G Advanced network to expand into new growth areas (including advertising, financial services, and long-term opportunities in edge and physical AI).
#NASDAQ #global
2 months ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Atmus Filtration Technologies Inc. (NYSE:ATMU). Atmus Filtration Technologies Inc. (NYSE:ATMU), a US-based filtration products manufacturer, known for its Fleetguard brand, detracted from the strategy's performance this quarter. On August 31, 2026, Atmus Filtration Technologies Inc. (NYSE:ATMU) closed at $47.23 per share. Filtration Technologies Inc. (NYSE:ATMU) fell 14.31% over the past month while its shares gained 5.47% over the past 52 weeks. Atmus Filtration Technologies Inc. (NYSE:ATMU) has a market capitalization of $3.85 billion with a 52-week trading range between $42.60 - $66.50.
Riverwater Partners Small Cap Strategy stated the following regarding Atmus Filtration Technologies Inc. (NYSE:ATMU) in its Q2 2026 investor letter:
"Atmus Filtration Technologies Inc. (NYSE:ATMU), the engine filtration business spun out of ******* mins (CMI), fell approximately 10% as readthroughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter."
#strategy #small #quarter
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Atmus Filtration Technologies Inc. (NYSE:ATMU). Atmus Filtration Technologies Inc. (NYSE:ATMU), a US-based filtration products manufacturer, known for its Fleetguard brand, detracted from the strategy's performance this quarter. On August 31, 2026, Atmus Filtration Technologies Inc. (NYSE:ATMU) closed at $47.23 per share. Filtration Technologies Inc. (NYSE:ATMU) fell 14.31% over the past month while its shares gained 5.47% over the past 52 weeks. Atmus Filtration Technologies Inc. (NYSE:ATMU) has a market capitalization of $3.85 billion with a 52-week trading range between $42.60 - $66.50.
Riverwater Partners Small Cap Strategy stated the following regarding Atmus Filtration Technologies Inc. (NYSE:ATMU) in its Q2 2026 investor letter:
"Atmus Filtration Technologies Inc. (NYSE:ATMU), the engine filtration business spun out of ******* mins (CMI), fell approximately 10% as readthroughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter."
#strategy #small #quarter
2 months ago
Florida State's second game of the season is against the ACC's SMU Mustangs. The Seminoles and Mustangs have faced off before, but what is the full series history between these two? Here's the full breakdown.
Florida State's record vs. SMU is 0-1, as they have met just once in 2024. The Mustangs handily defeated the Seminoles, winning 42-16 in Dallas, Texas.
Kevin Jennings threw for 254 yards, three touchdowns, and no interceptions in their last meeting. On the other hand, D.J. Uiagalelei passed for 222 yards, two touchdowns, and three picks.
The Seminoles have a positive record against ACC teams since joining the conference in 1991 after being independent in football for 40 years. Per StatMuse, Florida State is 225-86-2 against the ACC. They average 31.8 points per game when facing an ACC team and have a strong record against most of their conference opponents.
In 2024, FSU would go on to finish 2-10 and would not make a bowl appearance. SMU would advance to the College Football Playoff with an 11-2 record, but lost in the first round.
#seminoles #game #yards
Florida State's record vs. SMU is 0-1, as they have met just once in 2024. The Mustangs handily defeated the Seminoles, winning 42-16 in Dallas, Texas.
Kevin Jennings threw for 254 yards, three touchdowns, and no interceptions in their last meeting. On the other hand, D.J. Uiagalelei passed for 222 yards, two touchdowns, and three picks.
The Seminoles have a positive record against ACC teams since joining the conference in 1991 after being independent in football for 40 years. Per StatMuse, Florida State is 225-86-2 against the ACC. They average 31.8 points per game when facing an ACC team and have a strong record against most of their conference opponents.
In 2024, FSU would go on to finish 2-10 and would not make a bowl appearance. SMU would advance to the College Football Playoff with an 11-2 record, but lost in the first round.
#seminoles #game #yards
2 months ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Atmus Filtration Technologies Inc. (NYSE:ATMU). Atmus Filtration Technologies Inc. (NYSE:ATMU), a US-based filtration products manufacturer, known for its Fleetguard brand, detracted from the strategy's performance this quarter. On August 31, 2026, Atmus Filtration Technologies Inc. (NYSE:ATMU) closed at $47.23 per share. Filtration Technologies Inc. (NYSE:ATMU) fell 14.31% over the past month while its shares gained 5.47% over the past 52 weeks. Atmus Filtration Technologies Inc. (NYSE:ATMU) has a market capitalization of $3.85 billion with a 52-week trading range between $42.60 - $66.50.
Riverwater Partners Small Cap Strategy stated the following regarding Atmus Filtration Technologies Inc. (NYSE:ATMU) in its Q2 2026 investor letter:
"Atmus Filtration Technologies Inc. (NYSE:ATMU), the engine filtration business spun out of ****** mins (CMI), fell approximately 10% as readthroughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter."
#NYSE #strategy #small
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Atmus Filtration Technologies Inc. (NYSE:ATMU). Atmus Filtration Technologies Inc. (NYSE:ATMU), a US-based filtration products manufacturer, known for its Fleetguard brand, detracted from the strategy's performance this quarter. On August 31, 2026, Atmus Filtration Technologies Inc. (NYSE:ATMU) closed at $47.23 per share. Filtration Technologies Inc. (NYSE:ATMU) fell 14.31% over the past month while its shares gained 5.47% over the past 52 weeks. Atmus Filtration Technologies Inc. (NYSE:ATMU) has a market capitalization of $3.85 billion with a 52-week trading range between $42.60 - $66.50.
Riverwater Partners Small Cap Strategy stated the following regarding Atmus Filtration Technologies Inc. (NYSE:ATMU) in its Q2 2026 investor letter:
"Atmus Filtration Technologies Inc. (NYSE:ATMU), the engine filtration business spun out of ****** mins (CMI), fell approximately 10% as readthroughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter."
#NYSE #strategy #small
2 months ago
All Elite Wrestling, better known as AEW, put on its biggest show of the year at Wembley Stadium on Sunday.
The main event featured champion Kenny Omega, arguably the greatest wrestler of his generation, up against the United Kingdom's favorite wrestling son, the "Aerial ******* assin" Will Ospreay.
This was as good of a matchup on paper as you can set up in the world of professional wrestling, and from the phenomenally produced entrances to the action in the ring to the thrilling finish, it lived up to the billing. Ospreay won the ******* le on home soil, sending the crowd home happy and positioning him as one of the top faces of AEW for years to come.
While there's plenty to talk about regarding the match, one moment stands out above the rest, and it wound up serving as a litmus test for fans' preferences on how announcers handle the biggest moments in sports.
The most stunning moment of the match came after Omega hit his finishing move, the One-Winged Angel, on Ospreay in the middle of the ring. As the crowd and referee counted in unison, "One, two," Omega threw a fist in the air in presumed victory. But Ospreay kicked out.
#ospreay
The main event featured champion Kenny Omega, arguably the greatest wrestler of his generation, up against the United Kingdom's favorite wrestling son, the "Aerial ******* assin" Will Ospreay.
This was as good of a matchup on paper as you can set up in the world of professional wrestling, and from the phenomenally produced entrances to the action in the ring to the thrilling finish, it lived up to the billing. Ospreay won the ******* le on home soil, sending the crowd home happy and positioning him as one of the top faces of AEW for years to come.
While there's plenty to talk about regarding the match, one moment stands out above the rest, and it wound up serving as a litmus test for fans' preferences on how announcers handle the biggest moments in sports.
The most stunning moment of the match came after Omega hit his finishing move, the One-Winged Angel, on Ospreay in the middle of the ring. As the crowd and referee counted in unison, "One, two," Omega threw a fist in the air in presumed victory. But Ospreay kicked out.
#ospreay
2 months ago
Wireless carrier T-Mobile US (TMUS) shares have struggled to capture investors' attention over the past year as competition in the wireless market has intensified. Giants like AT&T (T) and Verizon (VZ) have stepped up promotions, discounts, and lower-priced plans to attract cost-conscious customers.
Meanwhile, cable operators are increasingly bundling mobile services with internet and TV to win subscribers. So, with competition coming from almost every direction, Elon Musk-led ******* eX's (SPCX) growing wireless ambitions might seem like one more problem for T-Mobile. But surprisingly, Wall Street sees it differently.
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#mobile #wall #Competition #tmus
Meanwhile, cable operators are increasingly bundling mobile services with internet and TV to win subscribers. So, with competition coming from almost every direction, Elon Musk-led ******* eX's (SPCX) growing wireless ambitions might seem like one more problem for T-Mobile. But surprisingly, Wall Street sees it differently.
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#mobile #wall #Competition #tmus
2 months ago
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research's Peter Supino cut the stock's rating from Outperform to Peer Perform, and the shares declined. As Supino questions both TMUS's growth story and the cash-return story, the downgrade gives bulls some reason for caution.
T-Mobile's second-quarter print reported July 23, 2026, provides some support for Supino's first argument that
Long-term revenue growth forecast risk tilts negatively as competition expands in T-Mo's core.
Postpaid net account additions stood at 277,000 – a 13% decline from 318,000 a year earlier. Also, management expects third-quarter postpaid net account additions of approximately 250,000 as rate-plan modernization temporarily elevates account churn. Postpaid phone churn was 0.85% in Q2, with management saying the impact on phone churn should be smaller because the modernization is concentrated in accounts with fewer lines
The second argument targets cash returns. Supino warned that
#postpaid #account #Growth #argument
T-Mobile's second-quarter print reported July 23, 2026, provides some support for Supino's first argument that
Long-term revenue growth forecast risk tilts negatively as competition expands in T-Mo's core.
Postpaid net account additions stood at 277,000 – a 13% decline from 318,000 a year earlier. Also, management expects third-quarter postpaid net account additions of approximately 250,000 as rate-plan modernization temporarily elevates account churn. Postpaid phone churn was 0.85% in Q2, with management saying the impact on phone churn should be smaller because the modernization is concentrated in accounts with fewer lines
The second argument targets cash returns. Supino warned that
#postpaid #account #Growth #argument
2 months ago
T-Mobile US Inc. (NASDAQ:TMUS)'s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm's narrative depends on its subscriber growth, and more recently, on its ability to compete with ******* eX. The rocket firm, which now also markets itself as an AI firm, also operates the largest satellite internet constellation in the world. ******* eX also aims to offer its cellular service based on its satellites. On August 6th, Cramer discussed T-Mobile US Inc. (NASDAQ:TMUS)'s latest earnings results:
"Some of these are, actually fear of, what's going to happen. I mean, look, T-Mobile was not perfect, it's a good example. T-Mobile was not perfect, it was deceleration of what I'm used to. And then it's a one-two punch, because it's that and then it's ******* eX."
After T-Mobile US Inc. (NASDAQ:TMUS) reported its second quarter earnings in the morning on July 23rd, the shares closed a whopping 11% lower on the same day. The results saw the firm's profit per share beat ******* yst estimates. However, a key factor in its narrative, i.e. postpaid subscribers, missed estimates. As part of the earnings, T-Mobile US Inc. (NASDAQ:TMUS) outlined that it expected to add 250,000 postpaid accounts in the third quarter whcih was quite low over ******* yst estimates of 275,000.
Additionally, during the quarter, T-Mobile US Inc. (NASDAQ:TMUS)'s management also announced that more than 60% of its new additions chose its premium plans. These plans can prove to be more profitable in the future but at the cost of higher customer churn. However, during the call, management also warned that the new plans can increase its churn rate. While T-Mobile US Inc. (NASDAQ:TMUS) outlined that its postpaid churn was 0.85% in the second quarter, the 250,000 subscriber addition guide was based on the costs of the shift to the premium plans.
The focus on the premium and positive metrics, such as a low churn appear to be reflected in T-Mobile US Inc. (NASDAQ:TMUS)'s valuation as well. The firm's shares trade at a forward P/E ratio of 16.45, which is higher than Verizon's P/E of 9.38. 85 out of the 1,022 hedge funds part of Insider Monkey's Q1 2026 database had held T-Mobile US Inc. (NASDAQ:TMUS)'s shares. Furthermore, the short interest appeared to have cleared out a bit after the post-earnings share price movement. As of July-end, it was 3.79% of the float, which was lower than mid-July's 4.70%.
#NASDAQ #shares #churn #estimates
"Some of these are, actually fear of, what's going to happen. I mean, look, T-Mobile was not perfect, it's a good example. T-Mobile was not perfect, it was deceleration of what I'm used to. And then it's a one-two punch, because it's that and then it's ******* eX."
After T-Mobile US Inc. (NASDAQ:TMUS) reported its second quarter earnings in the morning on July 23rd, the shares closed a whopping 11% lower on the same day. The results saw the firm's profit per share beat ******* yst estimates. However, a key factor in its narrative, i.e. postpaid subscribers, missed estimates. As part of the earnings, T-Mobile US Inc. (NASDAQ:TMUS) outlined that it expected to add 250,000 postpaid accounts in the third quarter whcih was quite low over ******* yst estimates of 275,000.
Additionally, during the quarter, T-Mobile US Inc. (NASDAQ:TMUS)'s management also announced that more than 60% of its new additions chose its premium plans. These plans can prove to be more profitable in the future but at the cost of higher customer churn. However, during the call, management also warned that the new plans can increase its churn rate. While T-Mobile US Inc. (NASDAQ:TMUS) outlined that its postpaid churn was 0.85% in the second quarter, the 250,000 subscriber addition guide was based on the costs of the shift to the premium plans.
The focus on the premium and positive metrics, such as a low churn appear to be reflected in T-Mobile US Inc. (NASDAQ:TMUS)'s valuation as well. The firm's shares trade at a forward P/E ratio of 16.45, which is higher than Verizon's P/E of 9.38. 85 out of the 1,022 hedge funds part of Insider Monkey's Q1 2026 database had held T-Mobile US Inc. (NASDAQ:TMUS)'s shares. Furthermore, the short interest appeared to have cleared out a bit after the post-earnings share price movement. As of July-end, it was 3.79% of the float, which was lower than mid-July's 4.70%.
#NASDAQ #shares #churn #estimates
3 months ago
What year a difference makes for the Dallas Cowboys, who vividly remember getting handled easily by the Los Angeles Rams in a joint training camp practice before the 2025 season. The Cowboys went on to finish 7-9-1 and out of the playoffs while the Rams went 12-5 and finished with a loss in the NFC championship game.
The Rams are expected to be good again in 2026. Some consider them the Super Bowl favorites out of the NFC, thanks to a trade for NFL Defensive Player of the Year Myles Garrett and the expected return out retirement of former All-Pro defensive tackle Aaron Donald.
The Cowboys have openly talked about having Super Bowl hopes of their own so Tuesday's scrimmage against the Rams served as a litmus test of sorts.
And things went much better for the Cowboys than they did a year ago.
That was especially true for a defense that finished last in NFL in 2025, considering the Rams had the only offense in the NFL that outgained the Cowboys offense last season.
#year
The Rams are expected to be good again in 2026. Some consider them the Super Bowl favorites out of the NFC, thanks to a trade for NFL Defensive Player of the Year Myles Garrett and the expected return out retirement of former All-Pro defensive tackle Aaron Donald.
The Cowboys have openly talked about having Super Bowl hopes of their own so Tuesday's scrimmage against the Rams served as a litmus test of sorts.
And things went much better for the Cowboys than they did a year ago.
That was especially true for a defense that finished last in NFL in 2025, considering the Rams had the only offense in the NFL that outgained the Cowboys offense last season.
#year
3 months ago
Yesterday, Monday, Gianluca Di Marzio reported that Thijs Dallinga of FC Bologna could be the next striker in line to move to the Bundesliga.
New developments in the negotiations for the 26-year-old have been revealed, linking him with a move to SV Werder Bremen.
However, according to an Italian transfer insider, 1.FC Köln currently has the best chance of securing the player's signature.
The Cathedral City club is reportedly trying to outmuscle their league rivals who are also keen to finalize the deal as quickly as possible.
Dallinga moved from FC Toulouse to Bologna in 2024 for almost €16million, but failed to establish himself in Serie A.
#gianluca
New developments in the negotiations for the 26-year-old have been revealed, linking him with a move to SV Werder Bremen.
However, according to an Italian transfer insider, 1.FC Köln currently has the best chance of securing the player's signature.
The Cathedral City club is reportedly trying to outmuscle their league rivals who are also keen to finalize the deal as quickly as possible.
Dallinga moved from FC Toulouse to Bologna in 2024 for almost €16million, but failed to establish himself in Serie A.
#gianluca
3 months ago
Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, part of a broader push toward what Nokia calls AI-native mobile infrastructure. The deal lands alongside a wave of insider stock purchases and a deepening Nvidia partnership, all pointing toward the same bet: that AI traffic is about to overwhelm the networks carrying it, and Nokia wants to be the company that fixes that.
The Taiwan Mobile agreement is built around four distinct AI applications rather than a single upgrade. Nokia's AI for Network software, including its Predictive Hardware ****** ytics service and MantaRay SON self-organizing network tool, automates operations and enables closed-loop network ****** urance in real time. Separately, next-generation baseband and radio hardware increases capacity and uplink performance specifically to handle AI-driven traffic, while AI-powered energy management helps Taiwan Mobile hit its sustainability targets, and AI-enabled self-healing capabilities strengthen resilience during outages. Taken together, the deployment sets up support for 5G-Advanced features like network slicing and RedCap.
That kind of upgrade is becoming urgent rather than optional. Generative AI traffic is already driving more than twice as much uplink data as ordinary mobile use, according to Aetha Consulting, and total network load could grow by as much as 10x current levels. Nokia has been building toward this since last October, when it began developing sixth-generation RAN technology, and in June it launched the industry's first commercial AI-RAN platform, offering 20% higher spectral efficiency than existing systems. Management expects that figure to reach 50% next year and 100% by 2028. The 6G equipment market alone is projected to exceed $50 billion by the first half of the 2030s, growing more than 20% annually, a meaningful expansion opportunity for a company that generated roughly $23 billion in revenue last year.
Nokia is not building this alone. Nvidia Corporation (NASDAQ:NVDA) committed a $1 billion equity investment at $6.01 per share back in October 2025, and Nokia's AI-RAN base stations now run on Nvidia GPUs, with Grace CPU Superchips handling higher-layer processing in Cloud RAN deployments. T-Mobile (NASDAQ:TMUS) has agreed to trial the designs starting in 2026. Dell Technologies (NYSE:DELL) is involved too, supplying PowerEdge servers for the computing backbone, fresh off a quarter where its AI server business grew 757% year over year.
#nokia #taiwan
The Taiwan Mobile agreement is built around four distinct AI applications rather than a single upgrade. Nokia's AI for Network software, including its Predictive Hardware ****** ytics service and MantaRay SON self-organizing network tool, automates operations and enables closed-loop network ****** urance in real time. Separately, next-generation baseband and radio hardware increases capacity and uplink performance specifically to handle AI-driven traffic, while AI-powered energy management helps Taiwan Mobile hit its sustainability targets, and AI-enabled self-healing capabilities strengthen resilience during outages. Taken together, the deployment sets up support for 5G-Advanced features like network slicing and RedCap.
That kind of upgrade is becoming urgent rather than optional. Generative AI traffic is already driving more than twice as much uplink data as ordinary mobile use, according to Aetha Consulting, and total network load could grow by as much as 10x current levels. Nokia has been building toward this since last October, when it began developing sixth-generation RAN technology, and in June it launched the industry's first commercial AI-RAN platform, offering 20% higher spectral efficiency than existing systems. Management expects that figure to reach 50% next year and 100% by 2028. The 6G equipment market alone is projected to exceed $50 billion by the first half of the 2030s, growing more than 20% annually, a meaningful expansion opportunity for a company that generated roughly $23 billion in revenue last year.
Nokia is not building this alone. Nvidia Corporation (NASDAQ:NVDA) committed a $1 billion equity investment at $6.01 per share back in October 2025, and Nokia's AI-RAN base stations now run on Nvidia GPUs, with Grace CPU Superchips handling higher-layer processing in Cloud RAN deployments. T-Mobile (NASDAQ:TMUS) has agreed to trial the designs starting in 2026. Dell Technologies (NYSE:DELL) is involved too, supplying PowerEdge servers for the computing backbone, fresh off a quarter where its AI server business grew 757% year over year.
#nokia #taiwan
3 months ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved record quarterly sales of $528 million, a 16.4% increase driven by the Koch Filter acquisition and strong Power Solutions performance.
Successfully exited more than 95% of transition services agreements (TSAs) for Koch Filter, with full integration expected by the third quarter.
Observed a cyclical recovery in first-fit markets starting in late Q2, with Atmus seeing demand upticks 4 to 6 weeks ahead of vehicle OEM builds.
Maintained a flat outlook for the global aftermarket as stronger sentiment in the U.S. and Mexico is offset by subdued conditions in Europe, the Middle East, and Asia Pacific.
#filter #observed
Achieved record quarterly sales of $528 million, a 16.4% increase driven by the Koch Filter acquisition and strong Power Solutions performance.
Successfully exited more than 95% of transition services agreements (TSAs) for Koch Filter, with full integration expected by the third quarter.
Observed a cyclical recovery in first-fit markets starting in late Q2, with Atmus seeing demand upticks 4 to 6 weeks ahead of vehicle OEM builds.
Maintained a flat outlook for the global aftermarket as stronger sentiment in the U.S. and Mexico is offset by subdued conditions in Europe, the Middle East, and Asia Pacific.
#filter #observed
3 months ago
Bellevue, Washington-based T-Mobile US, Inc. (TMUS) provides mobile communications services. Valued at $190.1 billion by market cap, the company offers wireless voice, messaging, and data services.
Shares of this leading telco operator have underperformed the broader market over the past year. TMUS has declined 26.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. In 2026, TMUS stock is down 12.7%, compared to the SPX's 13% rise on a YTD basis.
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#market
Shares of this leading telco operator have underperformed the broader market over the past year. TMUS has declined 26.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.2%. In 2026, TMUS stock is down 12.7%, compared to the SPX's 13% rise on a YTD basis.
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#market
3 months ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 gained 15.2%, while the semiconductor index surged 87.8%. Unlike earlier AI rallies led by megacaps and strong earnings growth, some smaller technology stocks rose 200% to 300%, making the advance more fragile. Software and services stocks declined as investors questioned the impact of AI disruption. Oil prices also rose during the Iran conflict before retreating, briefly increasing inflation and interest-rate concerns. Despite the volatility, economic data and corporate earnings remained strong. S&P 500 earnings are projected to rise 25% in 2026 and 15% in 2027, with the market trading near 20x earnings. The Fund continues to focus on financially strong companies with durable earnings growth that can perform across different economic conditions. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Growth & Income Fund highlighted T-Mobile US, Inc. (NASDAQ:TMUS). T-Mobile US, Inc. (NASDAQ:TMUS) provides wireless communications services in the United States and internationally. On July 27, 2026, T-Mobile US, Inc. (NASDAQ:TMUS) closed at $177.21 per share. One-month return of T-Mobile US, Inc. (NASDAQ:TMUS) was 5.65%, and its shares lost -24.39% over the past 52 weeks. T-Mobile US, Inc. (NASDAQ:TMUS) has a market capitalization of about $190.08 billion.
Carillon Eagle Growth & Income Fund stated the following regarding T-Mobile US, Inc. (NASDAQ:TMUS) in its Q2 2026 investor letter:
"T-Mobile US, Inc. (NASDAQ:TMUS) lagged due to concerns over a competitor building its own terrestrial US mobile network. Advances in low Earth orbit (LEO) satellite technology, alongside complementary terrestrial technologies, could enable lower-cost connectivity for mobile devices."
T-Mobile US, Inc. (NASDAQ:TMUS) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 85 hedge fund portfolios held T-Mobile US, Inc. (NASDAQ:TMUS) at the end of the first quarter which was 76 in the previous quarter. While we acknowledge the potential of T-Mobile US, Inc. (NASDAQ:TMUS) 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.
#mobile #quarter #earnings
In its second-quarter 2026 investor letter, Carillon Eagle Growth & Income Fund highlighted T-Mobile US, Inc. (NASDAQ:TMUS). T-Mobile US, Inc. (NASDAQ:TMUS) provides wireless communications services in the United States and internationally. On July 27, 2026, T-Mobile US, Inc. (NASDAQ:TMUS) closed at $177.21 per share. One-month return of T-Mobile US, Inc. (NASDAQ:TMUS) was 5.65%, and its shares lost -24.39% over the past 52 weeks. T-Mobile US, Inc. (NASDAQ:TMUS) has a market capitalization of about $190.08 billion.
Carillon Eagle Growth & Income Fund stated the following regarding T-Mobile US, Inc. (NASDAQ:TMUS) in its Q2 2026 investor letter:
"T-Mobile US, Inc. (NASDAQ:TMUS) lagged due to concerns over a competitor building its own terrestrial US mobile network. Advances in low Earth orbit (LEO) satellite technology, alongside complementary terrestrial technologies, could enable lower-cost connectivity for mobile devices."
T-Mobile US, Inc. (NASDAQ:TMUS) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 85 hedge fund portfolios held T-Mobile US, Inc. (NASDAQ:TMUS) at the end of the first quarter which was 76 in the previous quarter. While we acknowledge the potential of T-Mobile US, Inc. (NASDAQ:TMUS) 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.
#mobile #quarter #earnings
4 months ago
Josh Adams believes Wales' daunting Nations Championship fixture against South Africa will be the litmus test of their progress under Steve Tandy.
The Welsh squad have travelled to Durban for their final game of the 2025-26 season after suffering a 35-21 defeat by Argentina in San Juan.
Wales took on the Pumas after wins against Italy in the Six Nations and Fiji in the Nations Championship opener, either side of a success against the Barbarians in an uncapped fixture.
They were given a reality check by Argentina and now face the toughest challenge of all when going up against the world champions at Kings Park on Saturday (16:40 BST).
"There's probably no harder test," admitted wing Adams. "It's certainly something that will test this group and it'll probably answer a lot of questions about where we are.
The Welsh squad have travelled to Durban for their final game of the 2025-26 season after suffering a 35-21 defeat by Argentina in San Juan.
Wales took on the Pumas after wins against Italy in the Six Nations and Fiji in the Nations Championship opener, either side of a success against the Barbarians in an uncapped fixture.
They were given a reality check by Argentina and now face the toughest challenge of all when going up against the world champions at Kings Park on Saturday (16:40 BST).
"There's probably no harder test," admitted wing Adams. "It's certainly something that will test this group and it'll probably answer a lot of questions about where we are.
4 months 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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4 months 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.
4 months ago
For a game that lost a fair amount of star power between A’ja Wilson and Caitlin Clark being out, Sunday’s battle between the Las Vegas Aces and Indiana Fever was still an excellent litmus test for what each team could do without top players to rely on.
In a reversal of fortune from the overtime victory against the Chicago Sky on Friday, the Aces could not overcome the loss of the current MVP front runner for a second time in a difficult 84-68 loss to the Fever at T-Mobile Arena.
“We’ve trying to find ways to win basketball games,” said Aces head coach Becky Hammon, whose group has fallen to 1-2 when Wilson is out of the lineup.
“We’ve had to play small a little bit more, we’ve had to scrap. But it’s not just A’ja’s points, it’s her gravity. It’s her pull...her presence gets other people open. Now, we’re in a lot of situations where people are just really cheating off some players and it’s hard to play like that.”
In a reversal of fortune from the overtime victory against the Chicago Sky on Friday, the Aces could not overcome the loss of the current MVP front runner for a second time in a difficult 84-68 loss to the Fever at T-Mobile Arena.
“We’ve trying to find ways to win basketball games,” said Aces head coach Becky Hammon, whose group has fallen to 1-2 when Wilson is out of the lineup.
“We’ve had to play small a little bit more, we’ve had to scrap. But it’s not just A’ja’s points, it’s her gravity. It’s her pull...her presence gets other people open. Now, we’re in a lot of situations where people are just really cheating off some players and it’s hard to play like that.”
4 months ago
When I hear Nokia (NYSE: NOK), I think of the indestructible brick phone my parents owned. And I think about the 2021 meme-stock craze.
But over the past several years, Nokia has been rebuilding itself around three businesses: network infrastructure, optical networking, and enterprise technology. None of that is flashy. But something shifted this year that deserves more attention than it's getting.
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 »
In May 2026, Nokia and Nvidia (NASDAQ: NVDA) announced a landmark strategic partnership in which Nvidia will invest $1 billion in Nokia -- at $6.01 per share -- to accelerate what the two companies are calling AI-RAN, a new category of radio access networks built natively for artificial intelligence (AI) workloads. Nvidia becomes a 2.9% shareholder in Nokia as part of the deal. T-Mobile (NASDAQ: TMUS) also signed on to run field trials of AI-RAN this year.
Think about what that structure implies. Nvidia doesn't write $1 billion checks to legacy companies. It bets on picks-and-shovels plays in markets it believes are about to explode. Nokia is now one of those picks.
But over the past several years, Nokia has been rebuilding itself around three businesses: network infrastructure, optical networking, and enterprise technology. None of that is flashy. But something shifted this year that deserves more attention than it's getting.
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 »
In May 2026, Nokia and Nvidia (NASDAQ: NVDA) announced a landmark strategic partnership in which Nvidia will invest $1 billion in Nokia -- at $6.01 per share -- to accelerate what the two companies are calling AI-RAN, a new category of radio access networks built natively for artificial intelligence (AI) workloads. Nvidia becomes a 2.9% shareholder in Nokia as part of the deal. T-Mobile (NASDAQ: TMUS) also signed on to run field trials of AI-RAN this year.
Think about what that structure implies. Nvidia doesn't write $1 billion checks to legacy companies. It bets on picks-and-shovels plays in markets it believes are about to explode. Nokia is now one of those picks.
4 months 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.
4 months ago
"Take it one game at a time" is the Godfather of all sports cliches. There is no other phrase in the world of athletics more shopworn than this. However, cliches exist for a reason, and if you want to be a successful coach and/or player, taking it one day at a time is a solid strategy. But sports writers aren't players and coaches.
They should and do look ahead, at the whole schedule and way beyond the next game. We will do just that here.
It's the third NFL game in Brazil in as many years, and a perfect early-season litmus test for the Ravens. In 2024, Baltimore got off to a 0-2 start, but quickly turned their season around by winning at Dallas in week three.
You've got to win your division games, and if the Bengals are anywhere near as for real as quarterback Joe Burrow believes, then these two clashes will be critical. While there are a lot of tough games on Baltimore's 2026 schedule, they do have the advantage of playing the entirety of the divisions that were the weakest in both conferences last season.
The Ravens' own division, the AFC North, was the weakest of the lot in the American Football Conference in 2025. Baltimore also faces every team in the NFC South, which was the softest division in the National Football Conference in 2025.
They should and do look ahead, at the whole schedule and way beyond the next game. We will do just that here.
It's the third NFL game in Brazil in as many years, and a perfect early-season litmus test for the Ravens. In 2024, Baltimore got off to a 0-2 start, but quickly turned their season around by winning at Dallas in week three.
You've got to win your division games, and if the Bengals are anywhere near as for real as quarterback Joe Burrow believes, then these two clashes will be critical. While there are a lot of tough games on Baltimore's 2026 schedule, they do have the advantage of playing the entirety of the divisions that were the weakest in both conferences last season.
The Ravens' own division, the AFC North, was the weakest of the lot in the American Football Conference in 2025. Baltimore also faces every team in the NFC South, which was the softest division in the National Football Conference in 2025.
4 months ago
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best trending AI stocks to watch in 2026. Reuters reported on June 22 that Amazon.com's (NASDAQ:AMZN) Prime Day, starting on Tuesday, would serve as a "litmus test" to gauge the spending power of U.S. shoppers. The sales event, going live earlier than usual, is centered around household basics, back-to-school needs, and perishable groceries, instead of "carefree splurges".
William Stern, CEO at U.S.-based small business lender Cardiff, was of the opinion that people do not have the money right now, and so Prime Day is not going to be about "buying big TVs or fun stuff this year. It's for buying toilet paper and garbage bags on sale. Families are literally waiting for these discounts just to buy regular everyday things because their bank accounts are empty." Amazon.com, Inc. (NASDAQ:AMZN) has thus highlighted deals on household goods, groceries, travel, and school items, and fresh food and essentials, which are becoming a significant part of the Prime members' baskets.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
William Stern, CEO at U.S.-based small business lender Cardiff, was of the opinion that people do not have the money right now, and so Prime Day is not going to be about "buying big TVs or fun stuff this year. It's for buying toilet paper and garbage bags on sale. Families are literally waiting for these discounts just to buy regular everyday things because their bank accounts are empty." Amazon.com, Inc. (NASDAQ:AMZN) has thus highlighted deals on household goods, groceries, travel, and school items, and fresh food and essentials, which are becoming a significant part of the Prime members' baskets.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
4 months ago
Amazon.com, Inc. (NASDAQ:AMZN) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Amazon.com, Inc. (NASDAQ:AMZN) will invest an additional $13 billion in India by 2030, aimed at expanding its AI and cloud infrastructure. The initiative was announced in addition to the company's planned $35 billion funding, which was announced last year, taking its investment in the country to $48 billion through 2030. Reuters further stated that the announcement came after a meeting between Amazon.com, Inc. (NASDAQ:AMZN) CEO Andy Jassy and Indian Prime Minister Narendra Modi, held in New Delhi on Thursday.
In another development, Reuters reported on June 22 that Amazon.com's (NASDAQ:AMZN) Prime Day, starting on Tuesday, would serve as a "litmus test" to gauge the spending power of U.S. shoppers. The sales event, going live earlier than usual, is centered around household basics, back-to-school needs, and perishable groceries, instead of "carefree splurges". Amazon.com, Inc. (NASDAQ:AMZN) has thus highlighted deals on household goods, groceries, travel, and school items, and fresh food and essentials, which are becoming a significant part of the Prime members' baskets.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In another development, Reuters reported on June 22 that Amazon.com's (NASDAQ:AMZN) Prime Day, starting on Tuesday, would serve as a "litmus test" to gauge the spending power of U.S. shoppers. The sales event, going live earlier than usual, is centered around household basics, back-to-school needs, and perishable groceries, instead of "carefree splurges". Amazon.com, Inc. (NASDAQ:AMZN) has thus highlighted deals on household goods, groceries, travel, and school items, and fresh food and essentials, which are becoming a significant part of the Prime members' baskets.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
4 months ago
Amazon.com, Inc. (NASDAQ:AMZN) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Amazon.com, Inc. (NASDAQ:AMZN) will invest an additional $13 billion in India by 2030, aimed at expanding its AI and cloud infrastructure. The initiative was announced in addition to the company's planned $35 billion funding, which was announced last year, taking its investment in the country to $48 billion through 2030. Reuters further stated that the announcement came after a meeting between Amazon.com, Inc. (NASDAQ:AMZN) CEO Andy Jassy and Indian Prime Minister Narendra Modi, held in New Delhi on Thursday.
In another development, Reuters reported on June 22 that Amazon.com's (NASDAQ:AMZN) Prime Day, starting on Tuesday, would serve as a "litmus test" to gauge the spending power of U.S. shoppers. The sales event, going live earlier than usual, is centered around household basics, back-to-school needs, and perishable groceries, instead of "carefree splurges". Amazon.com, Inc. (NASDAQ:AMZN) has thus highlighted deals on household goods, groceries, travel, and school items, and fresh food and essentials, which are becoming a significant part of the Prime members' baskets.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In another development, Reuters reported on June 22 that Amazon.com's (NASDAQ:AMZN) Prime Day, starting on Tuesday, would serve as a "litmus test" to gauge the spending power of U.S. shoppers. The sales event, going live earlier than usual, is centered around household basics, back-to-school needs, and perishable groceries, instead of "carefree splurges". Amazon.com, Inc. (NASDAQ:AMZN) has thus highlighted deals on household goods, groceries, travel, and school items, and fresh food and essentials, which are becoming a significant part of the Prime members' baskets.
Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform.
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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
4 months ago
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-tax profit.
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 »
For the rest of the tech industry, the implications of the memory shortage, which Micron said would continue through at least 2028, are mixed.
Apple stock fell 5% on Thursday after the company announced price hikes on some laptops and tablets to absorb higher costs for memory and storage, and the hyperscalers that make up Micron's data center customer base are also facing higher prices.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-tax profit.
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 »
For the rest of the tech industry, the implications of the memory shortage, which Micron said would continue through at least 2028, are mixed.
Apple stock fell 5% on Thursday after the company announced price hikes on some laptops and tablets to absorb higher costs for memory and storage, and the hyperscalers that make up Micron's data center customer base are also facing higher prices.
4 months ago
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the best falling stocks to invest in, according to **** ysts. On June 16, T-Mobile US, Inc. (NASDAQ:TMUS) reaffirmed its commitment to shareholder value, with the board approving a quarterly dividend of $1.02 per share.
The dividend offering translates to an annualized dividend of $4.08 and a dividend yield of 2.2%. The $1.02 a share quarterly dividend is to be paid on September 10, 2026, to stockholders of record as of August 28, 2026.
Meanwhile, the Wall Street Journal reports that Deutsche Telekom CEO Tim Hottges is pushing for a merger with T-Mobile. Deutsche Telekom is the majority shareholder in T-Mobile, a company that accounts for a significant share of its earnings and contributes about two-thirds of revenue.
For a merger to proceed, Deutsche Telekom will have to win over the T-Mobile minority shareholders, who are believed to be skeptical of the transaction. A bone of contention is the fact that Deutsche Telekom is exposed to lower-margin international operations.
T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless communications company that operates 4G and 5G networks. They primarily offer mobile phone plans, 5G home and fiber internet, and connected devices such as smartwatches and tablets. Beyond basic connectivity, they offer satellite phone services, cloud-integrated business solutions, and various digital member perks.
The dividend offering translates to an annualized dividend of $4.08 and a dividend yield of 2.2%. The $1.02 a share quarterly dividend is to be paid on September 10, 2026, to stockholders of record as of August 28, 2026.
Meanwhile, the Wall Street Journal reports that Deutsche Telekom CEO Tim Hottges is pushing for a merger with T-Mobile. Deutsche Telekom is the majority shareholder in T-Mobile, a company that accounts for a significant share of its earnings and contributes about two-thirds of revenue.
For a merger to proceed, Deutsche Telekom will have to win over the T-Mobile minority shareholders, who are believed to be skeptical of the transaction. A bone of contention is the fact that Deutsche Telekom is exposed to lower-margin international operations.
T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless communications company that operates 4G and 5G networks. They primarily offer mobile phone plans, 5G home and fiber internet, and connected devices such as smartwatches and tablets. Beyond basic connectivity, they offer satellite phone services, cloud-integrated business solutions, and various digital member perks.
1 yr. ago
F**k kpop.
AboutMusicYT
u r music updater and if u r so invested, report about bsh news. Once again, using njz as a distract to that Korean Diddy. And stop posting about njz. Njz is not kpop anymore, they don’t deserve stanking toxic kpop Stans on their business 24/7
AboutMusicYT
u r music updater and if u r so invested, report about bsh news. Once again, using njz as a distract to that Korean Diddy. And stop posting about njz. Njz is not kpop anymore, they don’t deserve stanking toxic kpop Stans on their business 24/7
