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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.

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

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

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

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

TPC posts record Q2 revenue and operating income, raises 2026 EPS guidance to $5.15-$5.45 amid robust backlog and margin expansion.

Tutor Perini (TPC) delivered earnings and revenue surprises of +27.94% and +4.80%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Airgain (NASDAQ:AIRG) reported second-quarter revenue of $13.7 million, up 19% sequentially and 0.7% from a year earlier, as growth in enterprise, automotive and consumer markets helped the wireless connectivity provider post positive adjusted EBITDA. President and CEO Jacob Suen said the company e

SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers.

Lumen Technologies (NYSE:LUMN) reported second-quarter results that management said were in line with expectations, as the company continued to shift its business toward digital, strategic networking services and away from legacy offerings. Chief Executive Officer Kate Johnson said Lumen is positio

AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.

SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.

AST SpaceMobile targets Aug. 5 for launching BlueBirds 11-13 and will report Q2 earnings Aug. 10, key tests for its satellite constellation amid stock volatility.

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

SPCX heads into its first public earnings report amid a 16.6% post-IPO drop, Starship progress and concerns over valuation, debt and AI expansion.

The deal adds roughly 50 MHz of low-band and mid-band spectrum covering nearly every U.S. market to AT&T's holdings

The deal broadens AT&T’s national spectrum holdings and expands its presence across over 400 US markets.

July 28 (Reuters) - AT&T on Tuesday said it completed its $23 billion acquisition of some wireless spectrum licenses from EchoStar under a deal announced in August 2025.

American Tower (NYSE:AMT) raised its full-year 2026 outlook for the second time this year after reporting second-quarter growth in tower leasing and record leasing activity at its CoreSite data center business. President and CEO Steve Vondran said the company’s performance was supported by “robust

AT&T, T-Mobile and Verizon all grew Q2 EPS and boosted shareholder returns, but subscriber trends, guidance and stock reactions diverged sharply across the three telecom giants.

Verizon is set to round out the Big Three telecommunications companies reporting earnings this week, and its cost-cutting push is likely to come into focus alongside potential competition risks from SpaceX. Rivals AT&T and T-Mobile reported earlier this week, with both beating on earnings but missing on revenue. As Verizon stock has outperformed both this year, the company likely faces a higher bar when it reports before the open Friday.

AT&T says fiber, wireless convergence and copper shutdowns are driving growth, margin gains and faster buybacks while 2026 targets remain intact.

T-Mobile US stock was sliding on Thursday after the wireless carrier reported softer-than-expected second-quarter revenue, overshadowing an earnings beat. T-Mobile reported adjusted earnings of $2.99, as revenue climbed 7.9% from a year ago to $22.8 billion. T-Mobile also said it now expects full-year adjusted free cash flow of between $18.4 billion and $18.8 billion, up from prior guidance of $18.1 billion to $18.7 billion.

Alphabet and Tesla shares fall as investors worry about a rally in oil prices that could drive inflation higher.

The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.

AT&T Inc (T) reports robust financial performance with significant gains in service revenue and fiber expansion, despite challenges in legacy segments and rising device costs.

While its spinoff plans for NBCUniversal have taken center stage, Comcast's core broadband and wireless business remains critical—and under pressure.

AT&T (NYSE:T) reported faster growth in service revenue, adjusted EBITDA and adjusted earnings per share in the second quarter of 2026, with executives pointing to gains in fiber, fixed wireless and postpaid phone subscribers as the main drivers of the quarter’s performance. Chairman and CEO John S

AT&T's (T) second-quarter earnings beat Wall Street's estimates Wednesday as stronger-than-expected