TMUS

Wall Street Breakfast Podcast: Alarm Bells On Wall Street

One Wall Street firm sees a painful replay of 2018. Verizon, T-Mobile are finally calling a truce in their ad war. One Costco staple just got a lot more expensive and harder to buy.

Is Verizon Stock Counting On Money That Has Not Arrived Yet?

Verizon Communications (VZ) has had a good year. The stock returned about 24% over the past twelve months against roughly 19% for the S&P 500, and at about $51 it sits at the top of its one-year range. The turnaround is real. What is not real yet is the revenue meant to pay for it.

Is AT&T Asking You To Fund A Network For AI Traffic?

AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber

Company News for Sep 14, 2026

Companies in The News Are: KR, CPRT, ADBE, TMUS

T-Mobile US Sees Broadband, AI Growth as CFO Osvaldik Plans 2027 Retirement

T-Mobile US (NASDAQ:TMUS) executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.

Elon Musk's Starlink Not a Threat to Wireless Carriers, Says T-Mobile CFO: ‘You Can Have a Million Satellites…’

T-Mobile US Inc.‘ Chief Financial Officer Pete Osvaldik says that Space Exploration Technologies Corp.‘s Starlink is not a threat to traditional telecom operators. The Fundamental Laws of Physics Osvaldik, speaking at Citigroup Inc.‘s 2026 Global TMT Conference on Wednesday, pushed...

T-Mobile US CEO Maps 5G, Broadband and AI Growth Strategy at Goldman Sachs Conference

T-Mobile US (NASDAQ:TMUS) CEO and President Srini Gopalan outlined the carrier’s growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company’s “best network, best value, and best experi

Fed’s Rate Decision May Have Come Down to Phone Plan Changes

A record jump in the price of cellular phone services helped tip a key measure of US inflation above forecasts, likely sealing the deal for a Federal Reserve interest-rate increase next week.