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Investing.com74d agoneutral
Street Calls of the Week

T-Mobile US What happened? On Monday, BofA Securities upgraded T-Mobile US Inc (NASDAQ:TMUS) to Buy with a $220 price target. *TLDR: T-Mobile insulated from satellite threats; strong urban pricing power. What’s the full story? The tier 1 bank upgrades T-Mobile to Buy from Neutral, keeping a $220 price objective based on a conservative 12.7x FCF multiple. The market is overreacting to peak competition fears. While a low Earth orbit (LEO) broadband rollout threatens to disrupt traditional wireless

T-Mobile puts new limits on 2 wireless offers for customers
TheStreet75d agoneutral
T-Mobile puts new limits on 2 wireless offers for customers

T-Mobile is restricting access to two wireless promotions following several recent changes affecting customer savings. Last week, T-Mobile warned customers that it is retiring multiple older phone plans, including Magenta, Simple Choice, and ONE, over the next few weeks. The change will move ...

SpaceX is Having A Rough Week in the Bond Market Too
The Wall Street Journal77d agoneutral
SpaceX is Having A Rough Week in the Bond Market Too

SpaceX bond spreads widened relative to Treasurys for the fourth trading day in a row Thursday, according to MarketAxess. SpaceX sold the $25 billion worth of debt due in 2036 at a 1.4 percentage point spread to Treasurys shortly after the rocket maker went public in June. The securities are now yielding 1.7 percentage points more than Treasury bonds.

T-Mobile customers will soon lose a 35-year-old wireless service
TheStreet79d agoneutral
T-Mobile customers will soon lose a 35-year-old wireless service

T-Mobile is shutting down a service it has offered customers for 35 years. The move comes as the carrier has recently been phasing out older offerings across its wireless lineup. For example, earlier this month, T-Mobile revealed that it is discontinuing a plethora of older phone plans that ...

T-Mobile stands to benefit as rival files Chapter 11 bankruptcy
TheStreet80d agobearish
T-Mobile stands to benefit as rival files Chapter 11 bankruptcy

Building a nationwide wireless network takes billions of dollars and years of patient investment. That reality has meant that the U.S. wireless market has been dominated by three players for more than a decade, no matter how many challengers have tried to break in. Dish Network was the latest ...

National wireless carrier closing after Chapter 11
TheStreet81d agoneutral
National wireless carrier closing after Chapter 11

Building a nationwide wireless network has long been one of the most expensive challenges in telecommunications. That's why three national carriers have effectively dominated the U.S., despite repeated efforts to create more competition. That's a space Dish had sought to fill. Dish launched Project ...

Investing.com82d agoneutral
Will a DT/TMUS merger really go ahead?

Investing.com -- Deutsche Telekom’s recent share price decline appears overdone, according to UBS, which argues that investor concerns over a potential merger with T-Mobile US and rising competition in the U.S. wireless market have overshadowed the company’s strong operating performance.

Bloomberg85d agobullish
Global M&A Tops $2.5 Trillion After First-Half Deals Surge

(Bloomberg) -- The year was tipped to be a potential blockbuster in deals and the first half delivered, setting a pace that is likely to continue in the closing months of 2026.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanFrom wel

Pitchbook87d agobullish
Charter bonds surge on SpaceX deal chatter, Comcast spinoff news

Bonds backing Charter Communications popped this morning, buoyed by reports of a potential mobile phone partnership with SpaceX as well as the revelation that rival Comcast Corp. plans to split into two publicly traded companies. Charter stock surged after Bloomberg reported that the company is in discussions to route some phone traffic through SpaceX’s direct-to-cell service, which SpaceX already operates in partnership with T-Mobile. This would enable Charter to pivot from its massive and cost

Comcast to split cable business from media through NBCUniversal, Sky spinoff
Reuters87d agoneutral
Comcast to split cable business from media through NBCUniversal, Sky spinoff

Comcast will split into two publicly traded companies through a spinoff of NBCUniversal and Sky, separating its ‌cash-generating broadband arm from a media and entertainment business ‌under pressure from streaming rivals and industry consolidation. The latest U.S. media industry shake-up follows years of cord-cutting as legacy players chase scale to better compete with Netflix while Paramount Skydance's $110 billion deal for Warner Bros Discovery is ‌set to boost competition. Comcast, ⁠which leans on cable for much of its cash flow, is also losing broadband customers to fixed wireless ⁠offerings from T-Mobile and Verizon and to fiber rivals building out networks.

SpaceX just put every US carrier on notice
TheStreet90d agoneutral
SpaceX just put every US carrier on notice

Every industry runs on a comfortable order, right up until someone from outside decides the rules do not apply to them. In US wireless, that order has held for a long time. Three companies, Verizon (VZ), AT&T (T) and T-Mobile (TMUS), control almost every phone in your pocket. They build the ...