1 day ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. 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 Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) provides **** og semiconductor solutions for use in wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 29, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $228.71 per share. The one-month return of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -21.92% and its shares gained 83.48% over the past 52 weeks. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) has a market capitalization of $17.45 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor letter:
"MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures high-performance **** og and optical components. The company is diversified across data center, industrial, and telecom markets. The AI spending wave from the hyperscalers has led to very strong growth in Macom's data center products. Investors also have appreciated the company's exposure to end markets in aerospace, defense, and **** e that are expected to have long runways for growth."
#NASDAQ #letter
2 days ago
Verizon Communications (NYSE:VZ) jumped recently after posting earnings. Profit beat estimates and rose year over year, but revenue missed estimates.
The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign.
Verizon just posted a strong quarter for postpaid phone net additions in five years, beating ****** yst expectations by a wide margin. Broadband adds stayed strong across fixed wireless and fiber. Adjusted EBITDA hit a record, up 7.2%, pushing margins to an all-time high above 40%.
Management raised full-year guidance for the second straight quarter. EPS growth is now guided to 6-7%, and free cash flow growth guidance got ****** ped to 9-10% from 7% previously. That's a meaningful acceleration from the low single-digit free cash flow growth Verizon posted the last few years.
The dividend looks safe. Free cash flow payout ratio sits under half of what the company generates, and the roughly 6% yield comes with a multi-year streak of annual hikes. Buybacks add another layer of shareholder return: the company is already ahead of pace for the year, and management just raised the full-year target further.
#discount
The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign.
Verizon just posted a strong quarter for postpaid phone net additions in five years, beating ****** yst expectations by a wide margin. Broadband adds stayed strong across fixed wireless and fiber. Adjusted EBITDA hit a record, up 7.2%, pushing margins to an all-time high above 40%.
Management raised full-year guidance for the second straight quarter. EPS growth is now guided to 6-7%, and free cash flow growth guidance got ****** ped to 9-10% from 7% previously. That's a meaningful acceleration from the low single-digit free cash flow growth Verizon posted the last few years.
The dividend looks safe. Free cash flow payout ratio sits under half of what the company generates, and the roughly 6% yield comes with a multi-year streak of annual hikes. Buybacks add another layer of shareholder return: the company is already ahead of pace for the year, and management just raised the full-year target further.
#discount
2 days ago
With a market cap of $201.2 billion, Verizon Communications Inc. (VZ) is a leading global provider of communications, technology, and entertainment products and services through its Consumer and Business segments. Based in New York, the company offers wireless, broadband, and fiber-optic solutions, and has strengthened its position through strategic mergers, technological innovation, and service diversification.
Shares of the New York-based company have underperformed the broader market over the past 52 weeks. VZ stock has risen 12.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.3%. However, shares of the company are up 18.4% on a YTD basis, outpacing SPX's 8.5% rise.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#communications
Shares of the New York-based company have underperformed the broader market over the past 52 weeks. VZ stock has risen 12.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.3%. However, shares of the company are up 18.4% on a YTD basis, outpacing SPX's 8.5% rise.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#communications
3 days ago
LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the first half of 2026, the LVS Event-Driven Portfolio appreciated 4.6% (net), and the LVS Levered Event-Driven Portfolio gained 6.5% (net) while the LVS Growth Portfolio declined 4.2% (net). The first two portfolios outperformed, while the latter lagged. However, the firm believes that all three strategies are poised for improved performance. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, LVS Advisory highlighted Vistance Networks, Inc. (NASDAQ:VISN). Vistance Networks, Inc. (NASDAQ:VISN) is a global provider of infrastructure solutions for communications, data center, and entertainment networks. On July 27, 2026, Vistance Networks, Inc. (NASDAQ:VISN) closed at $11.85 per share, reflecting a market capitalization of $2.67 billion. Vistance Networks, Inc. (NASDAQ:VISN) posted a one-month return of -7.95%, while its shares gained 38.79% over the past 52 weeks.
LVS Advisory stated the following regarding Vistance Networks, Inc. (NASDAQ:VISN) in its Q2 2026 investor update:
"Vistance Networks, Inc. (NASDAQ:VISN) is a busted roll-up in the telecom infrastructure industry. Formerly known as CommScope, the company sold cables, wires, fiber equipment, and wireless networking systems to data centers, internet service providers, and corporate campuses.
For years, the company employed an aggressive acquisition strategy to roll up the legacy cable and copper wire industry in an effort to become the leading end-to-end provider of wired and wireless communications. Vistance took on an enormous amount of debt to complete the $3 billion acquisition of BNS from TE Connectivity in 2015 and later the $7 billion acquisition of Arris in 2019. At its peak, the company had accumulated a total of $10.5 billion of debt with a net leverage ratio of 7.1x. The debt load became unsustainable, and the stock collapsed from The board ran a sale process in 2025 in a last-ditch effort to save the company from bankruptcy. This resulted in a series of **** et sales that paid down debt and returned capital to shareholders…" (Click here to read the full text)
#NASDAQ #billion #company
In its Q2 2026 investor letter, LVS Advisory highlighted Vistance Networks, Inc. (NASDAQ:VISN). Vistance Networks, Inc. (NASDAQ:VISN) is a global provider of infrastructure solutions for communications, data center, and entertainment networks. On July 27, 2026, Vistance Networks, Inc. (NASDAQ:VISN) closed at $11.85 per share, reflecting a market capitalization of $2.67 billion. Vistance Networks, Inc. (NASDAQ:VISN) posted a one-month return of -7.95%, while its shares gained 38.79% over the past 52 weeks.
LVS Advisory stated the following regarding Vistance Networks, Inc. (NASDAQ:VISN) in its Q2 2026 investor update:
"Vistance Networks, Inc. (NASDAQ:VISN) is a busted roll-up in the telecom infrastructure industry. Formerly known as CommScope, the company sold cables, wires, fiber equipment, and wireless networking systems to data centers, internet service providers, and corporate campuses.
For years, the company employed an aggressive acquisition strategy to roll up the legacy cable and copper wire industry in an effort to become the leading end-to-end provider of wired and wireless communications. Vistance took on an enormous amount of debt to complete the $3 billion acquisition of BNS from TE Connectivity in 2015 and later the $7 billion acquisition of Arris in 2019. At its peak, the company had accumulated a total of $10.5 billion of debt with a net leverage ratio of 7.1x. The debt load became unsustainable, and the stock collapsed from The board ran a sale process in 2025 in a last-ditch effort to save the company from bankruptcy. This resulted in a series of **** et sales that paid down debt and returned capital to shareholders…" (Click here to read the full text)
#NASDAQ #billion #company
3 days ago
O'Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter experienced strong equity rallies, with the S&P 500 gaining 15.2% and the Nasdaq 21.4%, marking the best quarter since Q2 2020. While the software sector faced challenges, with the iShares Software ETF dropping ~27% before a rally, reflecting high volatility. This volatility is seen as an opportunity, despite the potential for 'dead money' in underperforming stocks. The firm remains cautious, focuses on owning durable businesses at reasonable prices, holding cash, and hedging risks to navigate unpredictability. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted QUALCOMM Incorporated (NASDAQ:QCOM). QUALCOMM Incorporated (NASDAQ:QCOM) is a semiconductor and communication technology company focusing on the development and commercialization of foundational technologies for the wireless industry. On July 27, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) closed at $170.04 per share. One-month return of QUALCOMM Incorporated (NASDAQ:QCOM) was -7.98%, and its shares gained 4.91% over the past 52 weeks. QUALCOMM Incorporated (NASDAQ:QCOM) has a market capitalization of $179.22 billion.
O'Keeffe Stevens Advisory stated the following regarding QUALCOMM Incorporated (NASDAQ:QCOM) in its Q2 2026 investor update:
"QUALCOMM Incorporated (NASDAQ:QCOM) and Corning both appreciated materially in Q2. We trimmed both positions using a combination of options and stock sales.
Qualcomm faced a long-standing structural challenge: customer concentration in Apple, which is internally developing its own modem and transitioning away from Qualcomm silicon. Qualcomm hosted an investor day in June, with all eyes focused on their AI and datacenter strategy. Qualcomm has long been seen as a loser in AI stemming from higher memory prices driving down phone demand, and in turn QCOM's handset business. Qualcomm's diversiQcation strategy continues to play out. At the investor day, Qualcomm doubled its Qscal 2029 non-handset revenue goal to $40 billion, liVed its automotive revenue target to $10 billion, and struck a deal with Meta to supply data center CPUs for AI infrastructure, with production of its Dragonby C1000 slated for 2028. We trimmed due to the position becoming oversized in the portfolio, and risk/reward was no longer as attractive."
#qcom
In its Q2 2026 investor letter, O'Keeffe Stevens Advisory highlighted QUALCOMM Incorporated (NASDAQ:QCOM). QUALCOMM Incorporated (NASDAQ:QCOM) is a semiconductor and communication technology company focusing on the development and commercialization of foundational technologies for the wireless industry. On July 27, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) closed at $170.04 per share. One-month return of QUALCOMM Incorporated (NASDAQ:QCOM) was -7.98%, and its shares gained 4.91% over the past 52 weeks. QUALCOMM Incorporated (NASDAQ:QCOM) has a market capitalization of $179.22 billion.
O'Keeffe Stevens Advisory stated the following regarding QUALCOMM Incorporated (NASDAQ:QCOM) in its Q2 2026 investor update:
"QUALCOMM Incorporated (NASDAQ:QCOM) and Corning both appreciated materially in Q2. We trimmed both positions using a combination of options and stock sales.
Qualcomm faced a long-standing structural challenge: customer concentration in Apple, which is internally developing its own modem and transitioning away from Qualcomm silicon. Qualcomm hosted an investor day in June, with all eyes focused on their AI and datacenter strategy. Qualcomm has long been seen as a loser in AI stemming from higher memory prices driving down phone demand, and in turn QCOM's handset business. Qualcomm's diversiQcation strategy continues to play out. At the investor day, Qualcomm doubled its Qscal 2029 non-handset revenue goal to $40 billion, liVed its automotive revenue target to $10 billion, and struck a deal with Meta to supply data center CPUs for AI infrastructure, with production of its Dragonby C1000 slated for 2028. We trimmed due to the position becoming oversized in the portfolio, and risk/reward was no longer as attractive."
#qcom
3 days 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 AT&T Inc. (NYSE:T). AT&T Inc. (NYSE:T) is a global provider of telecommunications and technology services worldwide. On July 27, 2026, AT&T Inc. (NYSE:T) closed at $24.42 per share. One-month return of AT&T Inc. (NYSE:T) was 17.97%, and its shares lost -10.91% over the past 52 weeks. AT&T Inc. (NYSE:T) has a market capitalization of about $165.35 billion with a 52-week trading range between $19.89 and $29.79.
Carillon Eagle Growth & Income Fund stated the following regarding AT&T Inc. (NYSE:T) in its Q2 2026 investor letter:
"AT&T Inc. (NYSE:T) lagged amid investor concerns about the emergence of a potential new competitor. Advances in low Earth orbit (LEO) satellite technology, alongside complementary terrestrial technologies, could enable lower-cost connectivity for mobile devices. AT&T's management reiterated confidence that its converged fiber and wireless offering remains well positioned competitively."
AT&T Inc. (NYSE:T) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 72 hedge fund portfolios held AT&T Inc. (NYSE:T) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the potential of AT&T Inc. (NYSE:T) 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.
#NYSE #fund #carillon #letter
In its second-quarter 2026 investor letter, Carillon Eagle Growth & Income Fund highlighted AT&T Inc. (NYSE:T). AT&T Inc. (NYSE:T) is a global provider of telecommunications and technology services worldwide. On July 27, 2026, AT&T Inc. (NYSE:T) closed at $24.42 per share. One-month return of AT&T Inc. (NYSE:T) was 17.97%, and its shares lost -10.91% over the past 52 weeks. AT&T Inc. (NYSE:T) has a market capitalization of about $165.35 billion with a 52-week trading range between $19.89 and $29.79.
Carillon Eagle Growth & Income Fund stated the following regarding AT&T Inc. (NYSE:T) in its Q2 2026 investor letter:
"AT&T Inc. (NYSE:T) lagged amid investor concerns about the emergence of a potential new competitor. Advances in low Earth orbit (LEO) satellite technology, alongside complementary terrestrial technologies, could enable lower-cost connectivity for mobile devices. AT&T's management reiterated confidence that its converged fiber and wireless offering remains well positioned competitively."
AT&T Inc. (NYSE:T) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 72 hedge fund portfolios held AT&T Inc. (NYSE:T) at the end of the first quarter which was 77 in the previous quarter. While we acknowledge the potential of AT&T Inc. (NYSE:T) 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.
#NYSE #fund #carillon #letter
3 days 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
8 days ago
By Harshita Mary Varghese
July 23 (Reuters) - T-Mobile said on Thursday it expects third-quarter postpaid account additions to decline sequentially as the telecom operator upgrades its rate plans, sending its shares down nearly 7%.
The company is phasing out older wireless plans and migrating affected customers to newer options that offer features like unlimited premium data and device upgrades, but are more expensive.
That strategy is also expected to lead to a temporary increase in customer churn in the current quarter, the company said. T-Mobile has also been facing intense competition from AT&T and Verizon.
The company expects about 250,000 net postpaid accounts in the third quarter, below Visible Alpha-compiled ***** ysts' average estimate of about 304,000 additions. It added 277,000 postpaid accounts in the previous quarter, which was already a 13% decline from a year earlier.
#company #expects #Third #plans
July 23 (Reuters) - T-Mobile said on Thursday it expects third-quarter postpaid account additions to decline sequentially as the telecom operator upgrades its rate plans, sending its shares down nearly 7%.
The company is phasing out older wireless plans and migrating affected customers to newer options that offer features like unlimited premium data and device upgrades, but are more expensive.
That strategy is also expected to lead to a temporary increase in customer churn in the current quarter, the company said. T-Mobile has also been facing intense competition from AT&T and Verizon.
The company expects about 250,000 net postpaid accounts in the third quarter, below Visible Alpha-compiled ***** ysts' average estimate of about 304,000 additions. It added 277,000 postpaid accounts in the previous quarter, which was already a 13% decline from a year earlier.
#company #expects #Third #plans
9 days ago
Updated July 22, 2026, 9:51 am EDT / Original July 21, 2026, 4:30 pm EDT
AT&T stock was rising on Wednesday after the wireless carrier topped **** ysts’ second-quarter earnings target, even as revenue missed expectations.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#july #company
AT&T stock was rising on Wednesday after the wireless carrier topped **** ysts’ second-quarter earnings target, even as revenue missed expectations.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#july #company
9 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.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#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.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock
9 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
10 days ago
By Nora Eckert
SOLON, Ohio, July 21 (Reuters) - A nondescript facility south of Cleveland has become an early staging ground for the auto industry's next supply-chain pivot: replacing vehicle hardware from China.
The plant belongs to Eagle Wireless, a maker of electronics that was formed in late 2025, largely in response to a federal rule that bans certain Chinese connected-car software and hardware in U.S. vehicles by the end of the decade.
"There's a massive opportunity for us," said TJ Dembinski, president of Eagle Wireless. He said Eagle grew out of a need to counter China's dominance in modules, which he knew would be challenging for U.S. automakers as the regulations took effect.
It's been a mad dash to scale up production of modules, the small circuit boards that enable vehicles to have a wireless connection to the outside world. Eagle started with about 140 employees and is aiming to grow to 1,000 in the next three years. Its revenue expectations have increased by almost 100% for the year, to nearly $100 million.
#hardware
SOLON, Ohio, July 21 (Reuters) - A nondescript facility south of Cleveland has become an early staging ground for the auto industry's next supply-chain pivot: replacing vehicle hardware from China.
The plant belongs to Eagle Wireless, a maker of electronics that was formed in late 2025, largely in response to a federal rule that bans certain Chinese connected-car software and hardware in U.S. vehicles by the end of the decade.
"There's a massive opportunity for us," said TJ Dembinski, president of Eagle Wireless. He said Eagle grew out of a need to counter China's dominance in modules, which he knew would be challenging for U.S. automakers as the regulations took effect.
It's been a mad dash to scale up production of modules, the small circuit boards that enable vehicles to have a wireless connection to the outside world. Eagle started with about 140 employees and is aiming to grow to 1,000 in the next three years. Its revenue expectations have increased by almost 100% for the year, to nearly $100 million.
#hardware
15 days ago
Updated July 16, 2026, 5:53 pm EDT / Original July 16, 2026, 4:45 pm EDT
Verizon
VZ
-0.66%
Communications is cutting around 3,000 more jobs, reducing the number of company-owned retail stores, and realigning its structure as the nation’s largest wireless carrier continues to cut costs under new CEO Daniel Schulman.
VZ
-0.66%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Verizon
VZ
-0.66%
Communications is cutting around 3,000 more jobs, reducing the number of company-owned retail stores, and realigning its structure as the nation’s largest wireless carrier continues to cut costs under new CEO Daniel Schulman.
VZ
-0.66%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
16 days ago
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded fhere. 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 Extreme Networks, Inc. (NASDAQ:EXTR). Extreme Networks, Inc. (NASDAQ:EXTR) is a cloud driven enterprise networking company that develops and markets network infrastructure equipment and related software. On July 16, 2026, Extreme Networks, Inc. (NASDAQ:EXTR) closed at $29.76 per share, reflecting a market capitalization of $3.93 billion. Extreme Networks, Inc. (NASDAQ:EXTR) posted a one-month return of -3.92%, while its shares gained 71.86% over the past 52 weeks.
Madison Small Cap Fund stated the following regarding Extreme Networks, Inc. (NASDAQ:EXTR) in its Q2 2026 investor update:
"Extreme Networks, Inc. (NASDAQ:EXTR) (market capitalization of ~$4 billion) is a global provider of cloud driven enterprise networking solutions. The company designs and manufactures wired and wireless LAN (local area network) hardware, software-defined networking (SDN) fabric, and cloud-native management tools. They enable critical connectivity for high density, high-security environments, including professional sports stadiums, healthcare systems, and large-scale government and private enterprises. Extreme has successfully pivoted from a legacy hardware vendor to a cloud-managed, software-defined platform, creating deep "stickiness" within its customer base. In enterprise networking, the "specification moat" is significant. Once an organization builds its network fabric and security policies within Extreme's cloud dashboard, the operational risk and cost of migrating to a competitor are prohibitively high. Their strategy of offering superior simplicity and faster deployment times allows them to aggressively take market share from slower-moving, larger incumbents like Cisco and Juniper. The current industry-wide transition to Wi-Fi 7 is a catalyst, as these new hardware deployments inherently drive higher attach rates for Extreme's cloud-management software. We also believe th
In its Q2 2026 investor letter, Madison Small Cap Fund highlighted Extreme Networks, Inc. (NASDAQ:EXTR). Extreme Networks, Inc. (NASDAQ:EXTR) is a cloud driven enterprise networking company that develops and markets network infrastructure equipment and related software. On July 16, 2026, Extreme Networks, Inc. (NASDAQ:EXTR) closed at $29.76 per share, reflecting a market capitalization of $3.93 billion. Extreme Networks, Inc. (NASDAQ:EXTR) posted a one-month return of -3.92%, while its shares gained 71.86% over the past 52 weeks.
Madison Small Cap Fund stated the following regarding Extreme Networks, Inc. (NASDAQ:EXTR) in its Q2 2026 investor update:
"Extreme Networks, Inc. (NASDAQ:EXTR) (market capitalization of ~$4 billion) is a global provider of cloud driven enterprise networking solutions. The company designs and manufactures wired and wireless LAN (local area network) hardware, software-defined networking (SDN) fabric, and cloud-native management tools. They enable critical connectivity for high density, high-security environments, including professional sports stadiums, healthcare systems, and large-scale government and private enterprises. Extreme has successfully pivoted from a legacy hardware vendor to a cloud-managed, software-defined platform, creating deep "stickiness" within its customer base. In enterprise networking, the "specification moat" is significant. Once an organization builds its network fabric and security policies within Extreme's cloud dashboard, the operational risk and cost of migrating to a competitor are prohibitively high. Their strategy of offering superior simplicity and faster deployment times allows them to aggressively take market share from slower-moving, larger incumbents like Cisco and Juniper. The current industry-wide transition to Wi-Fi 7 is a catalyst, as these new hardware deployments inherently drive higher attach rates for Extreme's cloud-management software. We also believe th
16 days ago
Laughing Water Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The second quarter was exceptionally good for the portfolio, with Class A investment in Laughing Water Capital returning approximately 39.8% net of all fees and expenses, bringing the YTD return to approximately 33.6% net. The SP500TR and R2000 returned approximately 15.0% and 21.5%, respectively, in the second quarter. The impressive performance was driven by three of the top five positions being acquired, with its largest position nearly doubling during the quarter. The letter emphasizes that patience can often lead to profits in an inefficient market characterized by fluctuations, suggesting that investing in undervalued stocks can yield good long-term returns. In addition, please check the portfolio's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Laughing Water Capital highlighted NextNav Inc. (NASDAQ:NN). Headquartered in Reston, Virginia, NextNav Inc. (NASDAQ:NN) is a technology company that specializes in positioning, navigation, and timing (PNT) solutions that offer Pinnacle, an accurate altitude service for public safety applications. On July 14, 2026, NextNav Inc. (NASDAQ:NN) closed at $15.30 per share, reflecting a market capitalization of $2.09 billion. NextNav Inc. (NASDAQ:NN) posted a one-month return of -17.34%, while its shares gained 0.66% over the past 52 weeks.
Laughing Water Capital stated the following regarding NextNav Inc. (NASDAQ:NN) in its Q2 2026 investor update:
"NextNav Inc. (NASDAQ:NN) – NextNav, our terrestrial backup to GPS / spectrum play remains in limbo as we await a Notice of Proposed Rule Making (NPRM) from the Federal Communications Commission (FCC) that will allow Nextnav to use its wireless spectrum for 5G communication. Despite the regulatory delay, the company has made significant progress in cleaning up its balance sheet. Notably, during the quarter the company's ****** warrants were called and convertible debt was converted to equity. In the near-term events such as these can weigh on share price due to arbitrage opportunities and hedging. However, in the intermediate term when the quants that dominate the markets next see a Nextnav balance sheet they will be looking at a cash rich company rather than a highly levered company. It would not surprise me to see short covering on this change.
Moving away from trading dynamics and toward political tea leaves, during the quarter Nextnav CEO Miriam Sorond testified in front of the U.S. House Energy and Commerce Subcommittee on Communications & Technology, alongside representatives of several of the groups that oppose Nextnav's plan. Not surprisingly the opposition warned of interference risks if Nextnav's plan is granted, while Sorond noted that recent real-world testing showed no interference. Following this meeting Nextnav asked the FCC for permission to run tests that
In its Q2 2026 investor letter, Laughing Water Capital highlighted NextNav Inc. (NASDAQ:NN). Headquartered in Reston, Virginia, NextNav Inc. (NASDAQ:NN) is a technology company that specializes in positioning, navigation, and timing (PNT) solutions that offer Pinnacle, an accurate altitude service for public safety applications. On July 14, 2026, NextNav Inc. (NASDAQ:NN) closed at $15.30 per share, reflecting a market capitalization of $2.09 billion. NextNav Inc. (NASDAQ:NN) posted a one-month return of -17.34%, while its shares gained 0.66% over the past 52 weeks.
Laughing Water Capital stated the following regarding NextNav Inc. (NASDAQ:NN) in its Q2 2026 investor update:
"NextNav Inc. (NASDAQ:NN) – NextNav, our terrestrial backup to GPS / spectrum play remains in limbo as we await a Notice of Proposed Rule Making (NPRM) from the Federal Communications Commission (FCC) that will allow Nextnav to use its wireless spectrum for 5G communication. Despite the regulatory delay, the company has made significant progress in cleaning up its balance sheet. Notably, during the quarter the company's ****** warrants were called and convertible debt was converted to equity. In the near-term events such as these can weigh on share price due to arbitrage opportunities and hedging. However, in the intermediate term when the quants that dominate the markets next see a Nextnav balance sheet they will be looking at a cash rich company rather than a highly levered company. It would not surprise me to see short covering on this change.
Moving away from trading dynamics and toward political tea leaves, during the quarter Nextnav CEO Miriam Sorond testified in front of the U.S. House Energy and Commerce Subcommittee on Communications & Technology, alongside representatives of several of the groups that oppose Nextnav's plan. Not surprisingly the opposition warned of interference risks if Nextnav's plan is granted, while Sorond noted that recent real-world testing showed no interference. Following this meeting Nextnav asked the FCC for permission to run tests that
16 days ago
Skyworks Solutions, Inc. (SWKS), headquartered in Irvine, California, designs, develops, manufactures, and markets proprietary semiconductor products. Valued at $8.8 billion by market cap, the company provides front-end modules, radio frequency subsystems, and system solutions to wireless handset and infrastructure customers worldwide. The semiconductor giant is expected to announce its fiscal third-quarter earnings for 2026 in the near term.
Ahead of the event, ****** ysts expect SWKS to report a profit of $0.64 per share on a diluted basis, down 37.9% from $1.03 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ****** e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
Ahead of the event, ****** ysts expect SWKS to report a profit of $0.64 per share on a diluted basis, down 37.9% from $1.03 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ****** e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
17 days ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
Mere weeks after ***** eX's mega IPO, founder Elon Musk is reaping some early rewards from his ambitious goals for Starlink.
On Tuesday, low-budget airline Frontier became the latest carrier to use Starlink's satellite network to power in-flight Wi-Fi, with service launching next year. For Starlink, it's a small step in its plans to become a global wireless powerhouse.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: PayPal Unlikely to Bite on 'Low-Ball' $53B Offer from Stripe, Advent and Netflix Worries Binge-Watching Era Is Over
Mere weeks after ***** eX's mega IPO, founder Elon Musk is reaping some early rewards from his ambitious goals for Starlink.
On Tuesday, low-budget airline Frontier became the latest carrier to use Starlink's satellite network to power in-flight Wi-Fi, with service launching next year. For Starlink, it's a small step in its plans to become a global wireless powerhouse.
Sign up for The Daily Upside at no cost for premium ***** ysis on all your favorite stocks.
READ ALSO: PayPal Unlikely to Bite on 'Low-Ball' $53B Offer from Stripe, Advent and Netflix Worries Binge-Watching Era Is Over
21 days ago
GlobalFoundries Inc. (NASDAQ:GFS) is one of the best up and coming stocks to invest in right now. On June 23, GlobalFoundries announced the production readiness of its SLATE wafer-to-wafer bonding technology on its 9SW radio-frequency silicon-on-insulator platform. Manufactured at the company's 300mm facility in Singapore, this 3D integration solution is expected to ramp to volume production by the second half of 2027.
The SLATE technology allows designers to stack and integrate large-size field-effect transistors in vertical architectures, reducing die size by up to 45%. This capability helps decrease the total design area for radio-frequency components, such as antenna tuners and amplifiers, in ***** e-constrained 5G mobile devices.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
By combining the 9SW platform with advanced 3D packaging, GlobalFoundries Inc. (NASDAQ:GFS) aims to support the development of more compact and power-efficient cellular front-ends. An integrated process design kit is currently available to help designers begin prototyping for next-generation mobile and wireless applications.
GlobalFoundries Inc. (NASDAQ:GFS) is a leading multinational semiconductor manufacturer operating as a pure-play foundry, producing chips designed by other companies.
The SLATE technology allows designers to stack and integrate large-size field-effect transistors in vertical architectures, reducing die size by up to 45%. This capability helps decrease the total design area for radio-frequency components, such as antenna tuners and amplifiers, in ***** e-constrained 5G mobile devices.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
By combining the 9SW platform with advanced 3D packaging, GlobalFoundries Inc. (NASDAQ:GFS) aims to support the development of more compact and power-efficient cellular front-ends. An integrated process design kit is currently available to help designers begin prototyping for next-generation mobile and wireless applications.
GlobalFoundries Inc. (NASDAQ:GFS) is a leading multinational semiconductor manufacturer operating as a pure-play foundry, producing chips designed by other companies.
22 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.
22 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.
22 days ago
Apple (AAPL) just wrote Broadcom (AVGO) a gigantic check, and it says a lot about where both companies think the next decade of technology is headed. The two companies announced a new multiyear agreement worth more than $30 billion, according to a company statement.
It calls for Broadcom to design and build custom chips and wireless components for Apple products, with more than 15 billion American-made chips expected to come out of the deal. For a company that has spent the past three years benefiting from the AI megatrend, this Apple news is a reminder that Broadcom still has a massive, profitable business making legacy parts for iPhones and other devices.
Jeff Bezos Says 'We Don't Have a Revenue Problem' in America — Bottom Half Paying Just 3% of Taxes Means 'We Can Find 3%'
SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
It calls for Broadcom to design and build custom chips and wireless components for Apple products, with more than 15 billion American-made chips expected to come out of the deal. For a company that has spent the past three years benefiting from the AI megatrend, this Apple news is a reminder that Broadcom still has a massive, profitable business making legacy parts for iPhones and other devices.
Jeff Bezos Says 'We Don't Have a Revenue Problem' in America — Bottom Half Paying Just 3% of Taxes Means 'We Can Find 3%'
SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
23 days ago
Nokia Oyj (NYSE:NOK) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. Slate Path Capital increased its stake in Nokia stock by 7% during Q1 2026, and so the stock accounts for 4.3% of the portfolio. Nokia shares have more than doubled over the past year, and ***** ysts see the shares rising more over the next 12 months.
According to a June 30 press release, Nokia Oyj (NYSE:NOK) has inked a multi-year deal with SAP and Microsoft to modernize its ERP landscape. As part of this deal, Nokia will migrate its ERP portfolio to SAP S/4HANA landscape using the RISE with SAP methodology. The portfolio will be hosted on Microsoft's Azure cloud platform.
With this ERP portfolio migration, Nokia stands to benefit from continuous access to innovation and embedded AI capabilities. The portfolio that Nokia is moving covers data, processes, applications, and operating models.
Since SAP will operate and manage Nokia's ERP environment in the cloud, Nokia will be able to concentrate on business outcomes rather than infrastructure management.
Nokia Oyj (NYSE:NOK) provides hardware and software products used to build and operate network infrastructure. Its technology underpins wireless networks, fiber optic systems, and data center connectivity around the world. This Finnish company has emerged as a global leader in connectivity for the AI era.
According to a June 30 press release, Nokia Oyj (NYSE:NOK) has inked a multi-year deal with SAP and Microsoft to modernize its ERP landscape. As part of this deal, Nokia will migrate its ERP portfolio to SAP S/4HANA landscape using the RISE with SAP methodology. The portfolio will be hosted on Microsoft's Azure cloud platform.
With this ERP portfolio migration, Nokia stands to benefit from continuous access to innovation and embedded AI capabilities. The portfolio that Nokia is moving covers data, processes, applications, and operating models.
Since SAP will operate and manage Nokia's ERP environment in the cloud, Nokia will be able to concentrate on business outcomes rather than infrastructure management.
Nokia Oyj (NYSE:NOK) provides hardware and software products used to build and operate network infrastructure. Its technology underpins wireless networks, fiber optic systems, and data center connectivity around the world. This Finnish company has emerged as a global leader in connectivity for the AI era.
23 days ago
Hewlett Packard Enterprise Co (NYSE:HPE) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. HPE stock has gained more than 80% year-to-date and more than doubled over the past year. ******* ysts see more upside potential in the stock, projecting a 50% rise from the current level. Some 58 hedge funds are backing HPE stock.
Hewlett Packard Enterprise Co (NYSE:HPE) is expanding the market reach of its networking business following its acquisition of Juniper Networks. On June 30, HPE's technology distributor, ScanSource, said that it was adding Juniper products to the portfolio of HPE networking solutions it distributes.
ScanSource has been helping HPE to get a wide variety of its products to the market. It is a foundational channel partner that has been distributing HPE Aruba networking products across the US for nearly two decades. ScanSource said it would distribute Juniper products through its Launch Point program, which provides marketing strategies and sales support.
HPE's networking portfolio includes an AI-enabled platform for managing wireless, wireline, and software-defined networks.
Texas-based Hewlett Packard Enterprise Co (NYSE:HPE) is a global technology company that provides a broad array of enterprise-grade solutions. It provides IT infrastructure, cloud computing, AI deployment, storage, and networking solutions to businesses and governments.
Hewlett Packard Enterprise Co (NYSE:HPE) is expanding the market reach of its networking business following its acquisition of Juniper Networks. On June 30, HPE's technology distributor, ScanSource, said that it was adding Juniper products to the portfolio of HPE networking solutions it distributes.
ScanSource has been helping HPE to get a wide variety of its products to the market. It is a foundational channel partner that has been distributing HPE Aruba networking products across the US for nearly two decades. ScanSource said it would distribute Juniper products through its Launch Point program, which provides marketing strategies and sales support.
HPE's networking portfolio includes an AI-enabled platform for managing wireless, wireline, and software-defined networks.
Texas-based Hewlett Packard Enterprise Co (NYSE:HPE) is a global technology company that provides a broad array of enterprise-grade solutions. It provides IT infrastructure, cloud computing, AI deployment, storage, and networking solutions to businesses and governments.
23 days ago
Apple Inc (NASDAQ:AAPL, XETRA:APC) announced a new multiyear agreement with Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) valued at more than $30 billion to design and manufacture custom silicon components and wireless connectivity technologies in the United States, marking the company's largest commitment under its American Manufacturing Program.
The agreement is expected to result in the production of more than 15 billion chips in the US and includes a $1.5 billion expansion and modernization of Broadcom's manufacturing facility in Fort Collins, Colorado. Apple said the investment will support hundreds of US jobs.
Under the agreement, Broadcom will manufacture advanced radio frequency components, including FBAR filters, as well as wireless connectivity technologies used in Apple products.
Apple said the deal advances its efforts to build a domestic silicon supply chain and forms part of its broader pledge to invest $600 billion in the US economy over four years through manufacturing, job creation and technology development.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement.
The agreement is expected to result in the production of more than 15 billion chips in the US and includes a $1.5 billion expansion and modernization of Broadcom's manufacturing facility in Fort Collins, Colorado. Apple said the investment will support hundreds of US jobs.
Under the agreement, Broadcom will manufacture advanced radio frequency components, including FBAR filters, as well as wireless connectivity technologies used in Apple products.
Apple said the deal advances its efforts to build a domestic silicon supply chain and forms part of its broader pledge to invest $600 billion in the US economy over four years through manufacturing, job creation and technology development.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement.
23 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.
23 days ago
Apple announced a new multiyear agreement with Broadcom on Wednesday valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal is expected to result in the production of more than 15 billion U.S.-made chips and will support hundreds of American jobs, Apple said.
The agreement is the largest commitment to date under Apple's American Manufacturing Program, a domestic manufacturing initiative the company launched in 2025. As part of the deal, Broadcom will spend $1.5 billion to expand and modernize its manufacturing facility in Fort Collins, Colorado, where it will produce radio frequency components — including FBAR filters — and wireless connectivity technologies. The deal extends the companies' collaboration through 2031, according to a filing Broadcom submitted to the Securities and Exchange Commission on Monday.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement. Cook also thanked President Donald Trump and his administration for supporting the project.
Broadcom President and CEO Hock Tan said Apple's commitment will help the chipmaker expand its manufacturing presence in Fort Collins.
The agreement is part of Apple's broader pledge to invest $600 billion in the U.S. economy over four years, the company said.
The agreement is the largest commitment to date under Apple's American Manufacturing Program, a domestic manufacturing initiative the company launched in 2025. As part of the deal, Broadcom will spend $1.5 billion to expand and modernize its manufacturing facility in Fort Collins, Colorado, where it will produce radio frequency components — including FBAR filters — and wireless connectivity technologies. The deal extends the companies' collaboration through 2031, according to a filing Broadcom submitted to the Securities and Exchange Commission on Monday.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement. Cook also thanked President Donald Trump and his administration for supporting the project.
Broadcom President and CEO Hock Tan said Apple's commitment will help the chipmaker expand its manufacturing presence in Fort Collins.
The agreement is part of Apple's broader pledge to invest $600 billion in the U.S. economy over four years, the company said.
23 days ago
Apple (AAPL) on Wednesday announced it has entered into a chip deal valued at more than $30 billion with Broadcom (AVGO).
Under the terms of the deal, Broadcom will design and produce "custom silicon components and cutting-edge wireless connectivity technologies" for Apple products.
The news comes after Broadcom filed paperwork with the Securities and Exchange Commission on June 6, indicating it established a multiyear agreement to develop custom chips for Apple through 2031.
According to Apple, more than 15 billion chips will be built in the US via the deal as part of the company's American Manufacturing Program (AMP). The tie-up will also see Broadcom modernize its Fort Collins, Colo.-based manufacturing facilities via a $1.5 billion investment.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement.
Under the terms of the deal, Broadcom will design and produce "custom silicon components and cutting-edge wireless connectivity technologies" for Apple products.
The news comes after Broadcom filed paperwork with the Securities and Exchange Commission on June 6, indicating it established a multiyear agreement to develop custom chips for Apple through 2031.
According to Apple, more than 15 billion chips will be built in the US via the deal as part of the company's American Manufacturing Program (AMP). The tie-up will also see Broadcom modernize its Fort Collins, Colo.-based manufacturing facilities via a $1.5 billion investment.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement.
24 days ago
QUALCOMM Incorporated (QCOM) is a leading global semiconductor and wireless technology company headquartered in San Diego. The company develops advanced chipsets, connectivity solutions, and intellectual property that power smartphones, automotive systems, Internet of Things (IoT) devices, PCs, networking equipment, and artificial intelligence (AI) applications. Through its Snapdragon platforms and extensive portfolio of wireless patents, Qualcomm plays a pivotal role in enabling 5G connectivity and next-generation edge computing. The company has a market cap of around $192.8 billion, making it one of the world's largest semiconductor companies.
The semiconductor and equipment giant is scheduled to release its fiscal Q3 2026 earnings results on Wednesday, July 29, 2026. Ahead of the event, **** ysts expect QCOM to report a profit of $1.53 per share, down 33.2% from $2.29 per share in the year-ago quarter. The company has surpassed or met Wall Street's EPS estimates in its last four quarters.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
The semiconductor and equipment giant is scheduled to release its fiscal Q3 2026 earnings results on Wednesday, July 29, 2026. Ahead of the event, **** ysts expect QCOM to report a profit of $1.53 per share, down 33.2% from $2.29 per share in the year-ago quarter. The company has surpassed or met Wall Street's EPS estimates in its last four quarters.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
24 days ago
Schaffhausen, Switzerland-based Garmin Ltd. (GRMN) designs, develops, manufactures, markets, and distributes a range of wireless devices. Valued at $46.3 billion by market cap, the company designs, develops, manufactures, and markets hand-held, portable, and fixed mount GPS-enabled products serving automotive, aviation, marine, outdoor, and fitness markets. The leading provider of navigation and communication devices is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Wednesday, Jul. 29.
Ahead of the event, ****** ysts expect GRMN to report a profit of $2.27 per share on a diluted basis, up 4.6% from $2.17 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
Ahead of the event, ****** ysts expect GRMN to report a profit of $2.27 per share on a diluted basis, up 4.6% from $2.17 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?
25 days ago
The agreement, which Apple announced Wednesday, commits more than $30 billion to Broadcom over multiple years to develop custom silicon and next-generation wireless connectivity components destined for Apple devices. According to Apple, U.S. facilities will turn out upward of 15 billion chips under the arrangement, a volume the company says will sustain hundreds of American jobs.
Broadcom has pledged $1.5 billion toward upgrading and enlarging its Fort Collins, Colorado plant, which will serve as the production hub for radio frequency components — among them FBAR filters — and wireless connectivity technologies. The company characterized the Broadcom deal as the single biggest commitment it has made through its American Manufacturing Program, an initiative introduced in 2025 with the goal of building out domestic production capacity throughout its supplier network.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement. "We're grateful to the president and his administration for supporting important projects like this one."
For its part, Broadcom Chief Executive Hock Tan described the financial backing from Apple as what will make it possible for the chipmaker to grow its presence in Fort Collins. A regulatory filing Broadcom submitted to the Securities and Exchange Commission earlier this week revealed that the two companies had signed new long-term contracts — running until 2031 — covering the development and supply of custom ASIC silicon products across several future generations of Apple hardware.
Apple said the spending fits within its broader, previously disclosed pledge to channel $600 billion into the U.S. economy across four years.
Broadcom has pledged $1.5 billion toward upgrading and enlarging its Fort Collins, Colorado plant, which will serve as the production hub for radio frequency components — among them FBAR filters — and wireless connectivity technologies. The company characterized the Broadcom deal as the single biggest commitment it has made through its American Manufacturing Program, an initiative introduced in 2025 with the goal of building out domestic production capacity throughout its supplier network.
"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement. "We're grateful to the president and his administration for supporting important projects like this one."
For its part, Broadcom Chief Executive Hock Tan described the financial backing from Apple as what will make it possible for the chipmaker to grow its presence in Fort Collins. A regulatory filing Broadcom submitted to the Securities and Exchange Commission earlier this week revealed that the two companies had signed new long-term contracts — running until 2031 — covering the development and supply of custom ASIC silicon products across several future generations of Apple hardware.
Apple said the spending fits within its broader, previously disclosed pledge to channel $600 billion into the U.S. economy across four years.
