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Elon Musk just outlined a satellite network so vast it could carry 90% of all internet traffic, and the gap between that vision and what public investors can actually buy tells a complicated story about who wins and who gets squeezed out.

The LEO satellite maker still has a bright future.

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

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

As much of corporate America weighs AI costs against a dizzying array of AI models to choose from, AT&T already has a clear answer: It’s betting on open models specifically to manage those costs and keep control over the flow of its proprietary data. “You hear the stories of the ‘token apocalypse,’ and we’re not scared of the token future,” said AT&T Chief Data and AI Officer Andy Markus. While the company still uses closed, proprietary models today, it eventually wants open models to power 70% to 80% of its total AI usage.

The telecom company is staking its future on open models, both to control token cost and protect its proprietary data.

SpaceX's first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a $600 billion U.S. wireless market and said they expected to take customers from all three. Wall Street took it ...

In early August 2026, AT&T Inc. expanded its network capabilities with a new neutral-host distributed antenna system at Mississippi State University’s Davis Wade Stadium, launched the 5G-enabled AT&T amiGO Jr. Tab 2, completed US$1.10 billion and €1.20 billion floating-rate bond offerings, and was named in a U.S. Department of Labor ERISA exemption amendment. These moves came just as SpaceX’s Starlink announced plans to enter the direct-to-cellular market and target customers from AT&T and...

Here's a look at AT&T stock in light of the competitive threat from SpaceX.

Driven by explosive growth in non-traditional segments like AI compute hardware and Starlink, SpaceX is laying the groundwork for unprecedented scale.

The average brokerage recommendation (ABR) for Tutor Perini (TPC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

A number of stocks jumped in the after-market session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls. According to the U.S. Bureau of Labor Statistics, the unemployment rate held steady at 4.1%. This weaker-than-expected data led investors to bet on the possibility of an interest rate cut by the Federal Reserve. The logic, often described as "bad news is good news" for the mar

T-Mobile is the second-largest wireless carrier in the U.S. by subscribers, formed through a 2020 merger with Sprint

SpaceX President Gwynne Shotwell said on Tuesday’s earnings call that Starlink Mobile will begin service at the end of 2027, and that she expects to acquire “quite a few” customers from AT&T Inc., Verizon Communications and T-Mobile US. Investors took...

SpaceX has a message to Verizon and the rest of Big Telecom. It's coming for some of their $600 billion in annual revenue.

Tutor Perini (NYSE:TPC) reported record second-quarter revenue and operating income, supported by ramping activity on large projects, improved segment margins and strong operating cash flow. The company also raised its 2026 adjusted earnings outlook, completed a debt refinancing and increased its qu

Tutor Perini (TPC) just delivered a busy early August, reporting stronger second quarter results, lifting its quarterly dividend, updating progress on its share buyback, and securing a new federal infrastructure contract. See our latest analysis for Tutor Perini. The recent earnings beat, dividend increase, buyback progress and new federal contract have coincided with strong momentum in Tutor Perini's stock, with a 30 day share price return of 30.6% and a year to date share price return of...

Tutor Perini (NYSE:TPC) subsidiary Perini Management Services Inc. has been awarded a significant contract to rehabilitate water and wastewater treatment systems at Death Valley National Park. The project involves upgrades to critical water infrastructure that supports park operations and visitor services. The contract adds to Tutor Perini's construction backlog and contributes to future revenue visibility from government work. For readers tracking how infrastructure and utility upgrades...

D-Wave Quantum (NASDAQ:QBTS) reported second-quarter 2026 revenue of $3.1 million, essentially unchanged from the year-earlier period, as growth in quantum computing-as-a-service subscriptions and professional services offset a smaller contribution from systems revenue. The company said second-quar

Here is how Quanta Services (PWR) and Tutor Perini (TPC) have performed compared to their sector so far this year.

Tutor Perini (TPC) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

After a fall from its highs, this telecom giant's stock looks like a deep discount, but the market's verdict could be a warning in disguise.

SpaceX (NASDAQ:SPCX) President Gwynne Shotwell said on Tuesday’s earnings call that Starlink Mobile will begin service at the end of 2027, and that she expects to acquire “quite a few” customers from AT&T Inc. (NYSE:T), Verizon Communications (NYSE:VZ) and T-Mobile...

D-Wave Quantum stock has delivered a very large 3 year return, but its valuation checks lean expensive, which raises questions about how much of the recent quantum computing progress and commercial traction is already reflected in the price. Over the past 3 years, D-Wave Quantum has returned roughly 12x, which sets a high bar for any further upside from here. Recent research on a high fidelity two qubit gate and expanded enterprise work with AT&T and Nasdaq Verafin can support high growth...

Declines in AT&T, Verizon, and T-Mobile have left their dividend yields up by roughly one percentage point from a year ago.

AT&T (NYSE:T) closed a $23 billion acquisition of wireless spectrum licenses from EchoStar (NASDAQ:ECHO) on July 28, a deal first announced in August 2025. The transaction adds roughly 50 MHz of low-band and mid-band spectrum covering more than 400 markets across the country, arriving just as the stock claws back the ground it lost when […]

Telecom companies continue to expand their AI-powered services, fiber infrastructure, and 5G network capabilities. AT&T Inc (NYSE:T) alone plans to invest more than $250 billion to expand its network infrastructure across the US over the next 5 years. This builds on the $145 billion it spent on its networks between 2019 and 2023. Expanding network […]

D-Wave’s 240x faster network optimization result with AT&T could strengthen the case for broader commercial adoption.

Moby summary of Tutor Perini Corporation's Q2 2026 earnings call