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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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An 8-Day Losing Streak Has Charter Communications Stock Down 20%
Trefis8h agoneutral
An 8-Day Losing Streak Has Charter Communications Stock Down 20%

Charter Communications (CHTR) stock has now moved lower for 8 consecutive trading days, a cumulative loss of 20%. That streak has erased about $3.5 billion from the company's market value, which now stands at about $14 billion. For anyone holding the stock, the persistent selling has pushed the price to a new low for the year.

Is Comcast Broken, Or Just Paying To Defend Its Broadband?
Trefis9h agoneutral
Is Comcast Broken, Or Just Paying To Defend Its Broadband?

Comcast (CMCSA) shares sit about 43% below their two-year high, a price that looks like a bet the business is shrinking. Yet over the past twelve months Comcast generated nearly $18 billion of free cash flow, a yield of 22.2% on its market value against 4.5% for the median S&P 500 company. Which reading is right? It turns on a choice Comcast made more than a year ago: lower broadband prices to hold customers against new rivals.

Is Verizon Stock Cheap, Or Just Done Growing?
Trefis1d agoneutral
Is Verizon Stock Cheap, Or Just Done Growing?

Verizon Communications (VZ) trades at about 12 times earnings, against an S&P 500 median of 22.4. A discount that wide usually follows a collapse. Not here. The stock returned 14.1% over the past twelve months, behind the index's 17.9%, and management has raised parts of its 2026 guidance in two straight quarters. So is this a good business on sale or a fair price for a company that has stopped growing.

T-Mobile US (TMUS) Reaches First 5G Standalone Roaming Milestone
Simply Wall St.2d agoneutral
T-Mobile US (TMUS) Reaches First 5G Standalone Roaming Milestone

T-Mobile US (NasdaqGS: TMUS) and India-based Jio reported the world’s first 5G Standalone roaming connection in a recent cross-border trial. The roaming link used pure 5G Standalone cores on both networks, allowing compatible devices to connect without falling back to 4G infrastructure. The partners highlighted potential benefits for consumer and enterprise users who rely on low-latency applications when travelling between the US and India. This world-first 5G Standalone roaming connection...

Why Does AT&T Stock Cost Less Than A Slower-Growing Verizon?
Trefis3d agoneutral
Why Does AT&T Stock Cost Less Than A Slower-Growing Verizon?

AT&T (T) grows faster than Verizon, yet it trades at a far lower multiple of earnings. In its five-company peer group it ranks second on growth and margin but only third on its earnings multiple. Management calls that a disparity, and it has raised its buyback to take advantage of it.

Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?
Trefis6d agoneutral
Is Verizon Stock Cheap, Or Is Its Cash Already Spoken For?

Verizon Communications (VZ) trades near $48 a share and generated free cash worth 10.0% of its market value over the last twelve months. The median S&P 500 company manages 4.5%. A gap that wide usually means one of two things: a bargain, or a business the market expects to shrink. Verizon is neither, quite. The cash is real, and it is not all yours.

US Stock Market Today S&P 500 Futures Climb On Fed Hike Resilience Hope
Simply Wall St.6d agoneutral
US Stock Market Today S&P 500 Futures Climb On Fed Hike Resilience Hope

The Morning Bull - US Market Morning Update Friday, Sep, 18 2026 US stock futures are higher this morning, with S&P 500 contracts up about 0.8% and Nasdaq 100 futures gaining close to 1%. The move comes after the US Federal Reserve lifted its key interest rate by 0.25 percentage points to a range of 3.75% to 4.00%, and signalled that borrowing costs could climb further. That rate affects everything from credit card bills to mortgage repayments. At the same time, August retail sales rose 1.2%,...

Apple's iPhone 18 lineup keeps Bank of America bullish
Proactive7d agoneutral
Apple's iPhone 18 lineup keeps Bank of America bullish

Apple Inc (NASDAQ:AAPL, XETRA:APC) higher iPhone prices are largely offset by carrier incentives, according to Bank of America, which reiterated its "buy" rating. The bank cited capital returns, expected leadership in AI at the edge, and opportunities from new products and markets. BofA...

T Mobile US (TMUS) Sets Up A Long Term CFO Succession Plan
Simply Wall St.8d agoneutral
T Mobile US (TMUS) Sets Up A Long Term CFO Succession Plan

T-Mobile US (NasdaqGS:TMUS) has appointed former Shell finance head Jessica Uhl as CFO Designate as part of a planned transition. Uhl will work alongside current CFO Peter Osvaldik during a defined handover period ahead of his expected retirement. The CFO succession plan includes an extended overlap that is intended to support continuity in financial policy and investor engagement. The Jessica Uhl CFO succession plan is important, although T-Mobile US has more long term drivers than this...

Is Comcast Stock Cheap Or Just Shrinking?
Trefis8d agoneutral
Is Comcast Stock Cheap Or Just Shrinking?

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Prime Video Scores Streaming Bundle With 5 Streamers
MediaPost9d agoneutral
Prime Video Scores Streaming Bundle With 5 Streamers

The package consists of Prime Video and niche streaming platforms - AMC+, BritBox, MGM+, PBS Masterpiece, and Starz - for $29.99 a month, offering a savings of nearly 39% vs. subscribing to each service individually.

Is AT&T Asking You To Fund A Network For AI Traffic?
Trefis10d agoneutral
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