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T-Mobile US (TMUS) Under Pressure As SpaceX Pushes Into Mobile Services
Insider Monkey45d agoneutral
T-Mobile US (TMUS) Under Pressure As SpaceX Pushes Into Mobile Services

T-Mobile US, Inc. (NASDAQ:TMUS) has declined roughly 10% over the past 30 days, mainly due to competitive pressure from SpaceX’s Starlink push in mobile services. However, analysts project roughly 42% upside from the current level, driven by the company’s aggressive 5G monetization. T-Mobile US, Inc. (NASDAQ:TMUS) ranks as one of the Top Large Cap Stocks […]

Bloomberg46d agobullish
Global M&A Tops $2.5 Trillion After First-Half Deals Surge

(Bloomberg) -- The year was tipped to be a potential blockbuster in deals and the first half delivered, setting a pace that is likely to continue in the closing months of 2026.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanFrom wel

Is Index Removal And Starlink Rivalry Altering The Investment Case For T-Mobile US (TMUS)?
Simply Wall St.47d agoneutral
Is Index Removal And Starlink Rivalry Altering The Investment Case For T-Mobile US (TMUS)?

T-Mobile US recently faced removal from the Russell Top 50 Index and Russell 1000 Dynamic Index, while its board declared a US$1.02 per-share cash dividend payable on September 10, 2026 to shareholders of record on August 28, 2026. At the same time, investors are assessing how SpaceX’s planned Starlink mobile service and potential partnerships could reshape competition for T-Mobile’s core wireless business. We’ll now examine how the competitive threat from SpaceX’s planned Starlink mobile...

Pitchbook47d agobullish
Charter bonds surge on SpaceX deal chatter, Comcast spinoff news

Bonds backing Charter Communications popped this morning, buoyed by reports of a potential mobile phone partnership with SpaceX as well as the revelation that rival Comcast Corp. plans to split into two publicly traded companies. Charter stock surged after Bloomberg reported that the company is in discussions to route some phone traffic through SpaceX’s direct-to-cell service, which SpaceX already operates in partnership with T-Mobile. This would enable Charter to pivot from its massive and cost

A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off
24/7 Wall St.47d agoneutral
A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

David Bahnsen, Chief Investment Officer at The Bahnsen Group, went on CNBC this morning and did something most guests on financial television will not do when the subject is Elon Musk. He used the word “bubblicious” about a stock he owns. The stock is SpaceX (NASDAQ:SPCX), which IPO’d on June 12, 2026 and currently carries ... A Top Investor Calls SpaceX’s 83x Valuation ‘Bubblicious,’ Even If Starlink Pulls It Off

Comcast Plots Breakup to Take on ‘Big Three’ Telecoms
Barrons.com47d agoneutral
Comcast Plots Breakup to Take on ‘Big Three’ Telecoms

In its latest structural shake-up, Comcast intends to split into two companies through a tax-free spinoff of NBCUniversal and Sky in roughly a year’s time. Under the plan announced Monday, one company will house cable and technology operations while the other holds the NBCUniversal and Sky media businesses. Comcast expects to retain up to a 19.9% stake in the newly formed media entity for a year following the split.

Investing.com47d agobearish
Verizon falls 7%, AT&T hits 52-week low as SpaceX and cable rivals converge

Investing.com -- Verizon Communications Inc (NYSE:VZ) is trading 7.6% lower at $43.02 and AT&T Inc (NYSE:T) has touched its 52-week low of $21.29, sliding 5.8% to $21.41, as three separate competitive threats collided on Monday to rattle investor confidence in legacy US telecom carriers. T-Mobile US Inc (NASDAQ:TMUS) is also under significant pressure, trading down 6% at $171.78 and testing its 52-week low of $169.00, making it the worst performer among the three carriers on a one-year basis wit

Robinhood CFO hands off PAO role
CFO Dive47d agoneutral
Robinhood CFO hands off PAO role

The stock trading platform’s first Chief Accounting Officer Dara Bazzano has assumed the PAO responsibilities but will still report to CFO Shiv Verma.

Comcast to split cable business from media through NBCUniversal, Sky spinoff
Reuters47d agoneutral
Comcast to split cable business from media through NBCUniversal, Sky spinoff

Comcast will split into two publicly traded companies through a spinoff of NBCUniversal and Sky, separating its ‌cash-generating broadband arm from a media and entertainment business ‌under pressure from streaming rivals and industry consolidation. The latest U.S. media industry shake-up follows years of cord-cutting as legacy players chase scale to better compete with Netflix while Paramount Skydance's $110 billion deal for Warner Bros Discovery is ‌set to boost competition. Comcast, ⁠which leans on cable for much of its cash flow, is also losing broadband customers to fixed wireless ⁠offerings from T-Mobile and Verizon and to fiber rivals building out networks.

Nokia (HLSE:NOKIA) Partners With Nvidia To Build AI RAN 6G Networks
Simply Wall St.48d agoneutral
Nokia (HLSE:NOKIA) Partners With Nvidia To Build AI RAN 6G Networks

Nokia Oyj (HLSE:NOKIA) announced a partnership with Nvidia to develop an AI RAN 6G platform for future mobile networks. The collaboration includes integrating Nvidia AI processors into Nokia's 5G equipment. Nokia is working with telecom operators such as T-Mobile and Orange on AI powered network use cases. The company has adjusted its network infrastructure sales outlook in connection with this initiative. Nokia Oyj, a long standing supplier of mobile network equipment and related software,...

Verizon (VZ) Faces A New Rival If Starlink Launches U.S. Mobile Service
Simply Wall St.49d agoneutral
Verizon (VZ) Faces A New Rival If Starlink Launches U.S. Mobile Service

SpaceX is reportedly weighing a Starlink retail mobile internet service in the U.S., which would compete directly with Verizon Communications (NYSE:VZ), AT&T, and T-Mobile. Starlink has secured wireless spectrum licenses and may choose to operate its own retail offering rather than rely on existing carrier partnerships. This potential entry could matter most in rural and underserved areas, where Starlink's satellite network may appeal to customers with limited traditional coverage...

​Array Digital Infrastructure (AD) Completes the Sale of Spectrum License to Verizon
Insider Monkey49d agoneutral
​Array Digital Infrastructure (AD) Completes the Sale of Spectrum License to Verizon

​Array Digital Infrastructure, Inc. (NYSE:AD) is one of the Best Growth Stocks to Buy and Hold for the Next Decade. Recently, on June 1, Array Digital Infrastructure, Inc. (NYSE:AD) announced completing the sale of a portion of its spectrum license to Verizon for $1.0 billion. This follows a separate spectrum sale to T-Mobile for $168 […]

T Mobile (TMUS) Stock Faces Fresh Questions Over SpaceX Takeover Speculation
Simply Wall St.49d agoneutral
T Mobile (TMUS) Stock Faces Fresh Questions Over SpaceX Takeover Speculation

Speculation has emerged that SpaceX could pursue an acquisition of T-Mobile US, NasdaqGS:TMUS. Commentary has focused on how a potential deal might combine T-Mobile's national wireless footprint with SpaceX's satellite infrastructure. The discussion is centered on what such a transaction could mean for competition in the U.S. wireless market. T-Mobile US operates a large U.S. wireless network, serving consumers and businesses across mobile and data services. SpaceX has been expanding its...