SPDR S&P Telecom

Lumentum Holdings Plans to Build Manufacturing Facility for AI Data Center Optical Devices

FactSet: Luminate Holdings Target Price Increased to 800

LUMENTUM Expected to Sell Out 2028 Capacity in Two Quarters

Lumentum Holdings Signs Note Exchange Agreement

Viavi Solutions Stock Rises as Analysts Raise Target Prices

Globalstar's XCOM Launches Next-Generation Private 5G Solution

MRA Advisory Group Reduces Holdings in Lumentum Holdings Inc.

AST SpaceMobile Plans to Launch BlueBird 7 Satellite via New Glenn Rocket

Lumentum Stock Hits New High, Analysts Hold Optimistic Yet Cautious View

Globalstar Reports Record Revenue in 2025 and Plans Network Expansion for 2026

Amazon in talks to acquire Globalstar

ASTS Satellite Launch Delayed, Options Market Reacts Strongly

Lumentum Plans to Invest $100 Million in Greensboro, North Carolina for Laser Manufacturing Facility

VIAVI Provides Comprehensive Testing Solutions for Hollow Core Optical Fibers

Vistance Networks Reports FY2025 Net Sales of 2 Billion USD

AST SpaceMobile CTO Huiwen Yao sold company stocks

FactSet Upgrades AST SpaceMobile Inc - Class A's 2026 EPS Forecast

VanEck Associates Increases Holdings in AST SpaceMobile to Nearly $70 Million

AST SpaceMobile CEO sells company shares

Rosenblatt Raises Viavi Solutions Target Price, Stock Soars

Fusemachines

Erayak Power Solution

Smart Powerr

Sky Quarry

Cue BioPharma

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

ZeZentalis Pharma

XCF Global

Rackspace Tech

U Power

Pinned News

置顶新闻

Starlink Shakes Up Telecom with New Internet and Mobile Bundle

TMUS

TSLA

Starlink has partnered with US Mobile to offer a bundled service combining satellite internet and mobile data plans, starting at $47 per month. This move comes as SpaceX prepares for its IPO. The bundle includes US Mobile's unlimited mobile plan and Starlink's residential internet, with options for higher speeds at competitive prices. This partnership may attract more customers for US Mobile and drive subscriber growth for Starlink, which currently has 9.2 million users. The deal raises implications for traditional carriers, as it positions Starlink closer to becoming a full-service carrier.

- Starlink and US Mobile have launched a partnership offering bundled satellite internet and mobile data plans, with pricing starting at approximately $47 per month.  
- This initiative comes as SpaceX prepares for its IPO and aims to attract more customers by providing lower prices than standalone Starlink offerings.  
- The collaboration may also have industry-wide implications, potentially positioning Starlink as a full-service carrier while benefiting US Mobile by expanding its customer base.

Tip Ranks

iShares US Telecommunications

ProShares Ultra Communication Services

T-Mobile US

VGtelecomm

Tesla

The article discusses the Western Electric 500, a landline phone that became an iconic symbol in the United States, dominating the market for decades. It highlights how this phone was so prevalent that it became synonymous with the term "The Phone." The piece also touches on its influence on modern technology, such as the design of the Phone app on iPhones. The story is explored in an episode of Version History, featuring insights from David Pierce and Nilay Patel.

The Verge

Comm Servcies Select Sector SPDR

AT & T

ISHRS S&P Glb Telco

How AT&T created the most iconic phone ever

Factory Mutual Insurance Co. reduced its stake in T-Mobile US, Inc. by 48.5% in Q4, now holding 52,100 shares valued at $10.58 million. Other institutional investors have increased their stakes, with United Community Bank raising its position by 131.1%. T-Mobile's stock opened at $195.71, with a market cap of $215.65 billion and a dividend yield of 2.1%. Analysts have mixed sentiments, with upgrades from Moffett Nathanson and concerns over insider selling and rising short interest.

Market Beat

Factory Mutual Insurance Co. Cuts Stock Position in T-Mobile US, Inc. $TMUS

OFI Invest Asset Management increased its stake in AT&T Inc. by 84.2% in Q4, owning 1,087,055 shares valued at $27,000. Other institutional investors also raised their positions significantly. Analysts have mixed ratings on AT&T, with a target price range of $27.00 to $30.74. The company reported Q4 earnings of $0.52 EPS, exceeding estimates, and announced a quarterly dividend of $0.2775, payable on May 1st.

OFI Invest Asset Management Has $27,000 Position in AT&T Inc. $T

Factory Mutual Insurance Co. reduced its stake in Verizon Communications Inc. by 36.7% in Q4, owning 829,816 shares valued at approximately $33.8 million. Other hedge funds have also adjusted their positions in Verizon. Insider transactions included significant sales by SVP Mary-Lee Stillwell and Director Hans Erik Vestberg. Verizon's stock opened at $46.06, with a 12-month range of $38.39 to $51.68. The company reported Q4 earnings of $1.09 per share, exceeding estimates, with revenue of $36.38 billion, a 2% increase year-over-year.

Verizon

Factory Mutual Insurance Co. Has $33.80 Million Stock Position in Verizon Communications Inc. $VZ

DTCR

NXTG

Zoom Communications, Inc. announced the resignation of COO Aparna Bawa, effective May 8, 2026, unrelated to any disagreements. Concurrently, Anthropic's Claude Cowork platform integration with Zoom emphasizes AI's growing role in corporate communications. This partnership could enhance Zoom's enterprise AI narrative, crucial for revenue resilience amid competition. Analysts project $5.5 billion revenue and $1.4 billion earnings by 2029, with a fair value estimate of $97.33, indicating a 23% upside. However, legal uncertainties and competition from giants like Microsoft and Google pose risks to these forecasts.

- Zoom Communications, Inc. announced the resignation of COO Aparna Bawa, effective May 8, 2026, unrelated to internal disagreements.  
- The integration of Anthropic’s Claude Cowork platform highlights Zoom’s shift towards an AI-first communication model aimed at enhancing enterprise offerings.  
- Projections suggest Zoom could reach $5.5 billion in revenue by 2029, although concerns regarding competition and legal uncertainties may impact future performance.

Simplywall

Global X Data Center & Dgtl Infrs ETF

First Trust Index NextG ETF

Zoom Communications

Global X Internet

Global X Cloud Computing ETF

First Trust Indxx Innov

ISHRS S&P Glb It

SPDR S&P Software

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

iShares US Digital Infrastructure and Real Estate ETF

iShares Expanded Tech Software Sector ETF

Alphabet

Microsoft

Will COO Departure and Anthropic Partnership Shift Zoom’s (ZM) Enterprise AI Expansion Narrative?

CHTR

Charter Communications Inc. Cl A (CHTR) shares fell 1.98% to $218.82 on Friday, underperforming compared to competitors like Netflix, which rose 0.94%. The S&P 500 Index and Dow Jones Industrial Average also declined, with the former down 0.11% and the latter down 0.56%. Charter's stock is currently 49.93% below its 52-week high of $437.06 reached on May 16. Trading volume was 1.4 million, below the 50-day average of 1.9 million.

MarketWatch Automated

Charter Comm

Charter Communications Inc. Cl A Stock Underperforms Friday When Compared To Competitors

CMCSA

Comcast Corp. Cl A (CMCSA) shares fell 1.34% to $27.93 on Friday, ending a three-day winning streak amid a declining stock market. The S&P 500 Index decreased by 0.11%, and the Dow Jones Industrial Average dropped 0.56%. Comcast's stock is currently 18.68% below its 52-week high of $34.34 reached on July 1. In comparison, Netflix Inc. rose 0.94%, while Walt Disney Co. and Charter Communications Inc. saw declines of 0.62% and 1.98%, respectively.

Comcast

COMCAST HOLDINGS CORPORATION 2% CNV PREF SEC15/10/2029 USD71

Comcast Corp. Cl A Stock Underperforms Friday When Compared To Competitors

Zoom Communications Inc (ZM) shares fell by 7.79% on April 10, driven by analyst adjustments, concerns over recent financial results, and competitive pressures. Despite revenue exceeding expectations, adjusted earnings per share missed consensus estimates, raising doubts about future profitability. Analysts have lowered price targets, and the company faces challenges with customer retention and growth. Technical indicators show a neutral signal, while fundamental analysis reveals financial headwinds, including declining gross margins and a forecasted earnings decline of 9.5% annually over the next three years. A patent infringement lawsuit adds further uncertainty.

- Zoom Communications Inc (ZM) shares fell by 7.79% amid broader Software & IT Services sector declines, influenced by analyst adjustments and concerns over financial results.  
- Recent factors include a lowered price target by BTIG, missed earnings expectations, and a reduced outlook for future cash flow margins, raising investor apprehension.  
- Competitive pressures and issues like insider selling further contributed to a cautious market sentiment regarding Zoom's growth and profitability.

TradingKey

Zoom Communications Inc Stock (ZM) Moved Down by 7.79% on Apr 10: Facts Behind the Movement

Verizon Communications Inc (VZ) saw a 3.13% decline in stock price, influenced by technical selling pressure and a downgrade from DBS Bank from "Buy" to "Hold" due to valuation concerns. The stock's bearish momentum is compounded by governance debates and reduced institutional holdings. Despite a share repurchase program and dividend declaration, negative catalysts overshadow positive developments. Technical indicators show a neutral signal, while media coverage remains moderate. Verizon's substantial debt and criticism of its financial reporting structure raise concerns about its financial flexibility and investor confidence.

Verizon Communications Inc Stock (VZ) Moved Down by 3.13% on Apr 10: Key Drivers Unveiled

BAND

Bandwidth Inc. (NASDAQ:BAND) shares fell 5.3% to $16.57, with trading volume down 94% from average levels. Analysts have mixed ratings: B. Riley Financial initiated coverage with a "buy" rating and a $20 target, while Weiss Ratings maintained a "sell" rating. The company has a market cap of $514.86 million and a P/E ratio of -38.22. Recent insider activity includes CFO Daryl E. Raiford selling 16,100 shares. Institutional investors hold 68.53% of the stock, indicating significant interest in the company.

Bandwidth

Bandwidth (NASDAQ:BAND)  Shares Down 5.3%   - Time to Sell?

DTEGY

DJTWW

Trump Mobile, after months of silence, has filed a new trademark application, indicating that the company is still active despite a lack of updates and communication. It has been nine months since the company's announcement and two months since any responses to inquiries. The recent trademark filing suggests that there may still be plans for the Trump phone, even as the company has not provided further details.

Deutsche Telekom AG

Deutsche Telekom

Trump Media & Tech - CW28

Trump Media & Tech

Trump Mobile isn’t giving up just yet

TRIP

IRDM

Two stocks in the communication services sector, Iridium Communications (IRDM) and Tripadvisor (TRIP), may be overbought according to the RSI indicator, with values of 77.5 and 70.5 respectively. IRDM has seen a 40% gain recently, while TRIP gained 13% in the past five days. Analysts suggest caution as both stocks may face a downturn in April due to their high RSI values, indicating potential overvaluation.

benzinga_article

Tripadvisor

Iridium Comm

Top 2 Tech And Telecom Stocks That May Crash In April

Vista Investment Partners II LLC has reduced its stake in Motorola Solutions, Inc. (NYSE:MSI) by 73.7%, now holding 1,301 shares valued at $499,000. Other institutional investors, including Vanguard Group and Capital World Investors, have increased their holdings. CEO Gregory Q. Brown and CEO Cynthia Yazdi sold significant shares recently, with insiders selling a total of 129,069 shares worth $60.78 million. Motorola Solutions reported a quarterly EPS of $4.59, exceeding estimates, with a revenue of $3.38 billion, up 12.3% year-over-year. The company also announced a quarterly dividend of $1.21.

Motorola Solution

Motorola Solutions, Inc. $MSI Shares Sold by Vista Investment Partners II LLC

00941

ZTCOY

The U.S. FCC plans to prohibit Chinese telecommunications companies from establishing data centers in the U.S. and from connecting to them. The proposal will be voted on at the meeting on April 30 and involves China Mobile, China Telecom, and China Unicom. The FCC is also considering banning interconnections with companies using Huawei and ZTE equipment and expanding restrictions on companies on the national security list. The Chinese Embassy in the U.S. has expressed opposition, stating that this move is an overinterpretation of the concept of national security. The FCC has repeatedly restricted the operations of Chinese telecommunications companies in the U.S. in recent years

Stheadline

CHINA MOBILE

ZTE Corporation

CHINA UNICOM

China Unicom

CHINA TELECOM

Harvest CNI Communication ETF

China Southern CSI Communication Service ETF

Fullgoal CSI Communication Equipment Thematic ETF

Guotai CSI All Share Communications Equipment ETF

China Mobile

The US FCC plans to impose further restrictions on Chinese telecommunications companies establishing data centers in the US

AVGX

The article highlights Verizon Communications (VZ), Broadcom (AVGO), and Apple (AAPL) as strong cash-generating companies. These firms demonstrate financial stability, enabling them to pay dividends, reduce debt, and pursue growth. Their robust cash flows also position them well to navigate economic downturns, making them attractive for long-term investors.

SPDR S&P Telecom(XTL.US)

SPDR S&P Telecom Stock Performance Chart

Starlink Shakes Up Telecom with New Internet and Mobile Bundle

How AT&T created the most iconic phone ever

Factory Mutual Insurance Co. Cuts Stock Position in T-Mobile US, Inc. $TMUS

OFI Invest Asset Management Has $27,000 Position in AT&T Inc. $T

Factory Mutual Insurance Co. Has $33.80 Million Stock Position in Verizon Communications Inc. $VZ