AT&T reported strong operating results for the second quarter, highlighting fiber expansion and wireless convergence as key growth drivers. Despite concerns about competition from SpaceX, the company's valuation remains attractive with a forward P/E of about 11x and a price-to-cash ratio around 4.4x, suggesting the downside risk is overstated. These factors support long-term growth and customer retention, making AT&T a compelling investment opportunity. The analysis emphasizes that current market pricing does not fully reflect AT&T's upside potential.
SpaceX, led by Elon Musk, has secured $8 billion worth of cellular spectrum licenses to build a terrestrial network complementing its Starlink satellite service. This move aims to fill coverage gaps using a combination of ground cell towers and satel...
Scotiabank lowered Verizon's price target from $51.50 to $50 following SpaceX's acquisition of 14 MHz of wireless spectrum in the 800 MHz band for its Starlink Mobile network. This deal intensifies competition in the U.S. telecom market, pressuring V...
SpaceX's Starlink is expanding its mobile service by acquiring up to 14 MHz of low-band spectrum, challenging major US wireless carriers like AT&T, Verizon, and T-Mobile. This spectrum will improve Starlink Mobile's coverage by allowing signals to tr...
SpaceX's purchase of nationwide low-band spectrum enables its Starlink service to operate as an independent cellular network, challenging traditional carriers Verizon and AT&T, whose stocks fell 7% amid fears of increased competition. This move expan...
AT&T announced the launch of the new foldable iPhone Duo, along with iPhone 18 Pro and Pro Max, available for pre-order on Oct 16 and general sale on Oct 23, 2026. New and existing customers can get up to $1200 off with eligible trade-ins, while swit...
