VZ

Cisco (CSCO) Takes A Formal Role In 6G And Quantum Networking

Cisco Systems (NasdaqGS: CSCO) joined Verizon's 6G Innovation Forum, taking part in work on AI native wireless and sensing architectures. The firm is collaborating with quantum company Infleqtion on distributed quantum networking research that uses the Cisco Universal Quantum Switch. Cisco and Infleqtion plan to explore scalable quantum network designs aimed at connecting multiple quantum processing nodes across wider telecom infrastructure. Cisco's move into Verizon's 6G forum and its...

These 3 Income-Oriented ETFs Are All You Need For Retirement

Retirement income update: Why the 4% rule can fail in today’s market and how a yield-first ETF mix may pay ~$48k/$1M. Read the full analysis here.

Palo Alto Networks (PANW) Backs New Security Testing Model And 6G Forum

Palo Alto Networks (NasdaqGS:PANW) has endorsed SE Labs' new independent security testing model alongside other major cybersecurity vendors. The company has joined Verizon's 6G Innovation Forum as a founding member focused on next generation network and security standards. Management is using both the SE Labs testing initiative and the Verizon 6G forum to influence future enterprise security and AI native networks. The SE Labs partnership and Verizon 6G forum role are only part of Palo Alto...

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.

Corning (GLW) Dropped, So What Is Behind The Latest Attention?

Corning (GLW) has moved back into focus after announcing a US$2b at the market follow on equity offering, just as AI related shares experience wider volatility and investors reassess capital raising plans. The equity raise has landed just as Corning’s short term momentum cools, with the 1 day share price return down 13.7% and the 30 day share price return down 13.5%, even though the year to date share price return is 58.4% and the 1 year total shareholder return is 85.8%. This reinforces that...

Verizon Communications (VZ) Added Nine Members To Its 6G Forum

Verizon Communications (NYSE:VZ) expanded its 6G Innovation Forum, adding nine new industry participants, according to its latest announcement. The telecom group reported real-world Integrated Sensing and Communication trials completed with key partners on its network infrastructure. Verizon also introduced prototype AI-powered applications that run on its edge network architecture for 6G-era use cases. These 6G Innovation Forum additions and ISAC plus AI-native trials sit within a broader...

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