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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Telecom Stocks: Is Verizon (VZ) Better Than T-Mobile (TMUS)?
Insider Monkey15d agoneutral
Telecom Stocks: Is Verizon (VZ) Better Than T-Mobile (TMUS)?

The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]

American Tower Q2 Earnings Call Highlights
MarketBeat15d agoneutral
American Tower Q2 Earnings Call Highlights

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

T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns
Insider Monkey15d agoneutral
T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

T-Mobile CEO doubles down on reducing free offers for customers
TheStreet16d agoneutral
T-Mobile CEO doubles down on reducing free offers for customers

T-Mobile is doubling down on cutting back free offers just as the carrier begins seeing signs that its efforts to improve customer retention are paying off. After its postpaid phone churn (the percentage of customers who canceled their service) increased last year following several price ...

US Stock Market Today: S&P 500 Futures Slip As Higher Yields And Volatility Bite
Simply Wall St.20d agoneutral
US Stock Market Today: S&P 500 Futures Slip As Higher Yields And Volatility Bite

The Morning Bull - US Market Morning Update Friday, Jul, 24 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4%, as investors react to higher borrowing costs and a jump in market volatility. The US 10 year Treasury yield is sitting near a two month high around 4.65%, which means mortgages, car loans and business financing can all become more expensive. At the same time, crude oil strength and geopolitical tensions are feeding worries that the...

T Mobile US (TMUS) Could Be 33% Undervalued On Its Earnings Sell Off
Simply Wall St.20d agobearish
T Mobile US (TMUS) Could Be 33% Undervalued On Its Earnings Sell Off

T-Mobile US (TMUS) stock came under pressure after the company reported second quarter 2026 earnings that beat profit expectations but slightly missed revenue estimates, even as management lifted full year free cash flow guidance. See our latest analysis for T-Mobile US. The share price reaction has been sharp, with T-Mobile US falling 10.8% on the day of the release and down about 14.6% year to date. The 1 year total shareholder return of a 29.9% decline contrasts with positive 3 and 5 year...

Earnings Beat, Higher Free Cash Flow And Buybacks Could Be A Game Changer For T-Mobile US (TMUS)
Simply Wall St.20d agobullish
Earnings Beat, Higher Free Cash Flow And Buybacks Could Be A Game Changer For T-Mobile US (TMUS)

T-Mobile US, Inc. has reported past second-quarter 2026 results, with revenue rising to US$22.79 billion and net income edging up to US$3.24 billion, while earnings per share increased compared to a year earlier. Alongside the earnings beat and a higher full-year free cash flow outlook, T-Mobile continued its sizable share repurchase program, buying back 13.25 million shares for US$2.50 billion in the latest tranche. Next, we’ll examine how T-Mobile’s upgraded free cash flow guidance and...

Verizon Earnings Will Put Cost Cuts and SpaceX Fears Under the Microscope
Barrons.com20d agoneutral
Verizon Earnings Will Put Cost Cuts and SpaceX Fears Under the Microscope

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.

T-Mobile reports quarterly earnings beat, raises free cash flow outlook
Proactive20d agobullish
T-Mobile reports quarterly earnings beat, raises free cash flow outlook

T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates. The company reported adjusted earnings per share of $2.99...