Back to top

telecom: Archive

Aritra Chatterjee

TDS Q2 Earnings Highlight Fiber Growth and Spectrum Monetization Gains

TDS earnings surge on spectrum gains as faster fiber deployment and stronger tower metrics reshape the company's growth outlook.

TDSNegative Net Change VZPositive Net Change TMUSNegative Net Change

Aritra Chatterjee

TDS Stock Buy, Hold or Wait as Fiber Growth Tests Execution Risks

TDS weighs accelerating fiber growth against negative free cash flow, higher capex and legacy declines as investors assess its next move.

TDSNegative Net Change VZPositive Net Change TMUSNegative Net Change

Aritra Chatterjee

Should You Bet on VZ Stock Amid Rising Earnings Estimate Revisions?

Verizon's rising earnings estimates, stronger wireless growth and AI infrastructure deals boost its long-term outlook, but debt and competition remain key risks.

VZPositive Net Change TPositive Net Change TMUSNegative Net Change

Aritra Chatterjee

Should Investors Buy T Stock as Earnings Estimates Improve?

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change NVDANegative Net Change

Supriyo Bose

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change

Supriyo Bose

Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.

GLWNegative Net Change JBLPositive Net Change SANMNo Net Change

Shreya Majumder

America Movil's Mexico Prepaid Rules Could Reshape Subscriber Trends

America Movil faces staggered prepaid registration deadlines through Dec. 31, clouding subscriber trends as postpaid and service revenues grow.

AMXNegative Net Change VIVPositive Net Change TIMBNegative Net Change

Shreya Majumder

Is AMX Worth Buying Now as Strong Cash Flow Meets Premium Valuation?

America Movil pairs postpaid and broadband growth with healthy cash generation, but its premium valuation raises the bar for execution.

AMXNegative Net Change VIVPositive Net Change TIMBNegative Net Change

Aritra Chatterjee

Optimum Q2 Earnings Miss Tests Its 2026 Outlook and Cost Discipline

OPTU's Q2 revenue and subscriber declines weigh on results, while margin expansion and cost cuts offer support for its 2026 outlook.

OPTUPositive Net Change