Telecom Industry News

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

seekingalpha.com - Bespoke Investment Group - A Horrible Day For Telecoms
A Horrible Day For Telecoms
Seeking Alpha –

Bespoke Investment Group 48.93K Followers The S&P 500 Telecom industry group saw its second-biggest one-day drop last Friday due to the threat of major disruption from satellite cellular providers. Its latest drop has left it at the lowest levels…

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. 0806 GMT – China's data-center investment story is shifting from securing power capacity and…

cnbc.com - Tobias Burns - The SpaceX threat to telecom is real. How it could play out
The SpaceX threat to telecom is real. How it could play out
CNBC –

SpaceX's push into wireless has Wall Street analysts and investors scrambling to get inside Elon Musk's head — trying to figure out whether he's planning to cobble together his own terrestrial network, buy a wireless carrier, or pressure…

fool.com - Robert Izquierdo - Better Telecom Stock: AT&T vs. Verizon Communications
Better Telecom Stock: AT&T vs. Verizon Communications
The Motley Fool –

For decades, AT&T (T +1.40%) and Verizon Communications (VZ +2.71%) have fought for dominance in the American wireless landscape. As both companies pivot toward deep fiber integration and 5G expansion, choosing between them remains a key decision…

247wallst.com - Chris Lange - Historically Cheap Telecom Stocks Now Yielding 4.5% to 6.1% for Patient Dividend Hunters
Historically Cheap Telecom Stocks Now Yielding 4.5% to 6.1% for Patient Dividend Hunters
24/7 Wall St –

Telecom carriers work a lot like utilities. Customers pay every month, and mature, capital-intensive networks turn those bills into large, regular dividends. Verizon (NYSE:VZ | VZ Price Prediction), AT&T (NYSE:T) and BCE (NYSE:BCE) all run on that…

marketbeat.com - SK Telecom Co., Ltd. (SKM) - What Are Analysts Saying About This Stock?
SK Telecom Co., Ltd. (SKM) - What Are Analysts Saying About This Stock?
MarketBeat –

SK Telecom Co., Ltd. (NYSE:SKM - Get Free Report) has earned a consensus rating of 'Reduce' from the seven ratings firms that are presently covering the stock, MarketBeat reports. Three equities research analysts have rated the stock with a sell…

seekingalpha.com - Rick Orford - CoreWeave: A Number Hiding In Its Bond Paperwork Faces A Big Test By March '27 (CRWV)
CoreWeave: A Number Hiding In Its Bond Paperwork Faces A Big Test By March '27 (CRWV)
Seeking Alpha –

CoreWeave, Inc. maintains a Strong Buy rating, supported by rapid backlog growth and robust demand for AI data center capacity. CRWV added $25 billion in backlog in six weeks, with contracted revenue now far exceeding near-term guidance and growth…

seekingalpha.com - Foundry Research - Marvell: The Hidden $15 Billion AI Opportunity Nobody Should Ignore (NASDAQ:MRVL)
Marvell: The Hidden $15 Billion AI Opportunity Nobody Should Ignore (NASDAQ:MRVL)
Seeking Alpha –

Marvell Technology targets $30 billion in custom silicon revenue by FY2031, with XPU attach potentially reaching $15B—75x FY2026 levels. Marvell's XPU attach leverages existing IP, offers faster time-to-market, and delivers richer gross…

coinpedia.org - Zafar Naik - Crypto Market Could Reach $10 Trillion in Two Years, Raoul Pal Predicts
Crypto Market Could Reach $10 Trillion in Two Years, Raoul Pal Predicts
Coinpedia Fintech News –

Raoul Pal expects the c ryptocurrency market to reach $10 trillion within the next 18 to 24 months and potentially $100 trillion by 2035. The Real Vision CEO believes rising global liquidity, AI investment, stablecoins and tokenized assets will…

itweb.co.za - Sibahle Malinga - ICASA strives for balance in rapidly-changing digital economy
ICASA strives for balance in rapidly-changing digital economy
www.itweb.co.za –

ICASA seeks to balance innovation, investment, competition and public interest in the rapidly-changing digital economy. (Image source: iStock) The Independent Communications Authority of South Africa (ICASA) is expanding its regulatory approach to…

republicworld.com - Asian News International - Stop Musk, Stop Oligarchy': Bernie Sanders Hits Out at SpaceX CEO Over Spending $366 Mil on Republican Party in US Midterm
Stop Musk, Stop Oligarchy': Bernie Sanders Hits Out at SpaceX CEO Over Spending $366 Mil on Republican Party in US Midterm
Republic World –

Washington DC: US Senator Bernie Sanders on Monday (local time) slammed SpaceX CEO, billionaire Elon Musk, over his reported spending of USD 366 million to support Republicans in the upcoming US midterm elections, accusing the tech mogul of using…

rediff.com - Gulveen Aulakh - Elon Musk on Starlink India: Affordable Services, Competition, and 'Monopoly' Allegations
Elon Musk on Starlink India: Affordable Services, Competition, and 'Monopoly' Allegations
Rediff.com –

Elon Musk, CEO of SpaceX, has emphasised the necessity for Starlink's services to be affordable in India, while also criticising Reliance Jio as a 'de facto monopoly' and alleging efforts to block Starlink's entry into the Indian market. Elon Musk…

cnbc.com - Liz Napolitano - Bernstein downgrades AT&T on SpaceX foray into wireless
Bernstein downgrades AT&T on SpaceX foray into wireless
CNBC –

AT & T could come under pressure as SpaceX deepens its push into wireless connectivity services, according to Bernstein. The investment firm downgraded AT & T to market perform from outperform. It also lowered its price target to $24 from $25…

newswire.ca - Rohl Global - ROHL Gateway Fiber Moves Forward with Major Investment to Expand Its Dark Fiber Network, Supporting Data Center Growth Across Alberta, British Columbia and Saskatchewan
ROHL Gateway Fiber Moves Forward with Major Investment to Expand Its Dark Fiber Network, Supporting Data Center Growth Across Alberta, British Columbia and Saskatchewan
CNW –

Expansion brings high-capacity dark fiber, 400G wavelength services and fully redundant routes to AI data centers, hyperscalers, carriers, industrial operators and resource developers building in Western Canada ACHESON, AB, Oct. 13, 2026 /CNW/ --…

theweek.com - Harriet Marsden, The Week UK - Why the 'leap second' has had its time
Why the 'leap second' has had its time
The Week US –

We may be about to call time on the “leap second” which, for decades, has kept Coordinated Universal Time – the global standard that regulates clocks and time zones – in sync with Earth's daily rotation. The world's…

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