Telecom Industry News

A collection of Telecom latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

wsj.com - Tech, Media & Telecom Roundup: Market Talk
Tech, Media & Telecom Roundup: Market Talk
Wall Street Journal

The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET. 0618 GMT – Kakao is seen as facing a valuation discount due to slower-than-expected monetization…

chron.com - Telecom Argentina: Q2 Earnings Snapshot
Telecom Argentina: Q2 Earnings Snapshot
Chron

BUENOS AIRES, Argentina (AP) — BUENOS AIRES, Argentina (AP) — Telecom Argentina SA (TEO) on Friday reported profit of $154.2 million in its second quarter. The Buenos Aires, Argentina-based company said it had profit of 36 cents per…

marketbeat.com - Telecom Argentina Stet - France Telecom S.A. (NYSE:TEO) Receives Average Recommendation of 'Hold' from Brokerages
Telecom Argentina Stet - France Telecom S.A. (NYSE:TEO) Receives Average Recommendation of 'Hold' from Brokerages
MarketBeat

Telecom Argentina Stet - France Telecom S.A. (NYSE:TEO - Get Free Report) has earned an average recommendation of 'Hold' from the six brokerages that are covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell…

marketbeat.com - Dimensional Fund Advisors LP Increases Holdings in Chunghwa Telecom Co., Ltd. $CHT
Dimensional Fund Advisors LP Increases Holdings in Chunghwa Telecom Co., Ltd. $CHT
MarketBeat

Dimensional Fund Advisors LP increased its holdings in shares of Chunghwa Telecom Co., Ltd. (NYSE:CHT - Free Report) by 6.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

arstechnica.com - Jon Brodkin - Judge rules Meta caused 'public nuisance' and must fund mental health treatment
Judge rules Meta caused 'public nuisance' and must fund mental health treatment
Ars Technica

A New Mexico judge yesterday ordered Meta to pay $567 million for a fund that would alleviate the “public nuisance” created by its social media services. The order to pay for youth mental health care is in addition to $375 million in…

yahoo.com - Grace O'Donnell - SpaceX's influence ripples across markets: AlphaCheck
SpaceX's influence ripples across markets: AlphaCheck
Yahoo!

Good morning. Stocks picked up speed in early trading as investors viewed a surprisingly weak jobs report as strengthening the case for the Federal Reserve to hold rates steady. Treasurys rallied, and the Nasdaq Composite (^IXIC) climbed 0.5%…

yahoo.com - eBay Inc. (EBAY) Stock Forecasts
eBay Inc. (EBAY) Stock Forecasts
Yahoo!

eBay Inc. provides online platforms, tools, and services to help individuals and merchants conduct online and mobile commerce in the United States and internationally. eBay completed the spin-off of its PayPal electronic payments service in July…

arstechnica.com - Jon Brodkin - DOGE's wild, unverifiable savings claims discredited in US government report
DOGE's wild, unverifiable savings claims discredited in US government report
Ars Technica

It won't come as a surprise that Trump's Department of Government Efficiency (DOGE) didn't save taxpayers nearly as much as it claimed. Analysis from outside the government showed savings claims were heavily inflated, and now the government's own…

seekingalpha.com - SA Transcript Insights Editor - Macom outlines Q4 FY 2026 revenue of $415M-$425M with adjusted EPS of $1.97-$2.03 as backlog hits record 1.6:1 book-to-bill (NASDAQ:MTSI)
Macom outlines Q4 FY 2026 revenue of $415M-$425M with adjusted EPS of $1.97-$2.03 as backlog hits record 1.6:1 book-to-bill (NASDAQ:MTSI)
Seeking Alpha

Strong demand across data center (especially 800G/1.6T PAM4), industrial, and telecom markets; major sequential growth expected in Data Center, Industrial & Defense, supported by a record book-to-bill ratio and robust backlog. Management expects…

businessinsider.com - Samuel O'Brient - The AI capex explosion is outpacing the 2000s housing boom in one major way
The AI capex explosion is outpacing the 2000s housing boom in one major way
Business Insider

The AI buildout is running at a rate that outpaces other major investment cycles, including the housing boom of the 2000s, Apollo's chief economist says. According to Torsten Sløk, AI's contribution to US GDP is growing faster than both the…

seekingalpha.com - Joris Gijzendorffen - Grupo Televisa's Q2 Earnings: What May Matter Most Is Not In The Report (NYSE:TV)
Grupo Televisa's Q2 Earnings: What May Matter Most Is Not In The Report (NYSE:TV)
Seeking Alpha

Grupo Televisa remains a compelling buy, supported by improving telecoms, valuable media assets, and acquisition potential. TV's telecoms segment shows margin improvement and fiber investment, while satellite declines continue to weigh on top-line…

washingtonexaminer.com - Jose Lev Alvarez - China quietly seizing the Atlantic's most critical gateway. America is fast asleep
China quietly seizing the Atlantic's most critical gateway. America is fast asleep
Washington Examiner

For more than two centuries, the Manila Galleons carried Chinese silk, porcelain, and spices across the Pacific to Acapulco. From there, the cargo crossed Mexico before joining Spanish treasure fleets sailing to Europe, almost always stopping in…

scmp.com - Wency Chen - Backed by DeepSeek, Unitree seeks US$9b valuation in landmark robotics IPO
Backed by DeepSeek, Unitree seeks US$9b valuation in landmark robotics IPO
South China Morning Post

The long-awaited initial public offering of Unitree Robotics, which values the Hangzhou-based firm at 60.99 billion yuan (US$9 billion), is set to serve as a valuation benchmark for China's booming embodied-AI sector, buoyed by retail investor…

foreignpolicyjournal.com - Ewan Scott - Michael Burry Warns AI Capex Boom Could Collapse Like 2008 Housing Market, Apollo Economist Flags Macro Risk
Michael Burry Warns AI Capex Boom Could Collapse Like 2008 Housing Market, Apollo Economist Flags Macro Risk
Foreign Policy Journal

Investor Michael Burry, best known for predicting the 2008 financial crisis, is sounding fresh alarms over the rapid expansion of AI infrastructure spending across major U.S. tech companies. Burry shared a post from Apollo Global Management (NYSE:…

zerohedge.com - Tyler Durden - Futures Rise Ahead Of Closely Watched Jobs Report
Futures Rise Ahead Of Closely Watched Jobs Report
Zero Hedge

US futures grind higher in a European session devoid of newsflow ahead of nonfarm payrolls. As of 815am ET, S&P futures rose 0.2% while Nasdaq futures gained 0.4%, with some of yesterday's beaten up tech names such as Sandisk and Western Digital…

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