
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.
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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.

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

High oil prices and market volatility spotlight five low-leverage stocks with strong earnings growth and resilient balance sheets.

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.

TU trades below its historical EV/EBITDA median, but leverage, estimate cuts and restructuring needs keep the value case tied to execution.

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?
DOV, KLAC and TPC recently announced dividend hikes, offering income as market volatility persists and uncertainty weighs on investors.
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
OPTU's mobile growth and efficiency gains offer promise, but declining revenue, high leverage and negative cash flow temper the case.
OPTU's 28% monthly drop highlights broadband pressure, but mobile growth, convergence and cost gains could offer a path to recovery
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.
T-Mobile US Inc. CEO Srini Gopalan dismissed the threat from Elon Musk’s planned Starlink Mobile service as "exaggerated," questioning why consumers would leave established carriers even as SpaceX promises higher bandwidth, satellite coverage and a terrestrial network aimed at winning...
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 recently reported past second-quarter 2026 results showing sales of US$1,637.05 million and net income of US$65.74 million, alongside a 50% increase in its quarterly dividend to US$0.09 per share and completion of a US$29.99 million share repurchase program covering 414,952 shares. These results, together with a new US$69.5 million Death Valley National Park infrastructure contract that will enter backlog in the third quarter of 2026, highlight how Tutor Perini is pairing higher...
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.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
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