telecom

The U.S. cable story may be souring, as the sector is likely to face increasing headwinds from growing competitive pressure on video, a slowdown in broadband growth, levered balance sheets, M&A options becoming uncertain in terms of payoffs, optimistic estimates and valuation, according to...

Shares of Sprint Corp (NYSE: S) were trading lower by more than 10 percent early Monday, while T-Mobile US Inc (NASDAQ: TMUS)'s stock was lower by more than 5 percent as merger talks between the two companies halted with no agreement reached. The competitive landscape in the wireless...

Sprint Corp (NYSE: S)'s potential merger with T-Mobile US Inc (NASDAQ: TMUS) is now off the table as the parent companies of both wireless companies failed to reach a merger agreement after months of talks. Shares of Sprint were trading lower by 10 percent Monday morning, while T-Mobile's...

Is Sprint Corp (NYSE: S) parent company Softbank wants to call an end to the ongoing merger discussions with T-Mobile US Inc (NASDAQ: TMUS) and its parent company Deutsche Telekom, The Nikkei reported. Other media reports, including CNBC, are suggesting merger talks haven't come to an end just yet...

Thursday was a difficult day for AT&T Inc. (NYSE: T) investors as the stock lost more than 6 percent in what ended up being its worst single-day performance dating back to 2013. Investors were reacting to the company's announcement that its upcoming earnings report will show a loss of 390,...

A potential merger between T-Mobile US Inc (NASDAQ: TMUS) and Sprint Corp (NYSE: S) appears to be progressing, but the final outcome remains unclear at this point. An eventual merger between the two telecom companies would create "meaningful" synergies but may take several years to...

Investors who bought a position in Sprint Corp (NYSE: S) under the assumption of an imminent M&A deal that would pay a hefty premium may have made a logical decision. But at the same time, the company's performance as a stand-alone entity should support the stock, Barclays' Amir...

Sprint Corp (NYSE: S) reported its fiscal first-quarter results Tuesday, which sent the stock higher by more than 3 percent. Aside from AT&T Inc. (NYSE: T), all of the major wireless telecom providers have reported their most-recent quarter earnings. Here is a recap of how the companies...

Shares of T-Mobile US Inc (NASDAQ: TMUS) were trading higher by nearly 4 percent early Thursday morning in reaction to the company's impressive second-quarter earnings report, which attracted mostly praise from Wall Street analysts. Deutsche Bank: Who Needs M&A? One of the main takeaways from T...

The S&P 500 index continues to trade near historical all-time highs but that doesn't mean every sector within the index is trading in the green for 2017. Quite the contrary, three sectors within the index are lagging the index by the widest margin seen in decades, according to Fundstrat Global...

Underscoring this year's renaissance in cyclical sectors, the Materials Select Sector SPDR (NYSE: XLB) is up more than 15 percent, a showing that is good for third among the sector SPDR exchange-traded funds. The two SPDRs outpacing XLB this year are cyclical funds, those tracking the energy...

Ahead of the release of quarterly numbers by telecom services companies, Morgan Stanley said it remains cautious of the sector, blaming the caution on secular growth trends, intense competition and regulatory risk. Macro And Micro Conditions The firm noted that the sector benefited from...

Telecom stocks have performed extremely well so far this year, leading the S&P 500 to fresh all-time highs. According to Morgan Stanley analyst Simon Flannery, telecom investors have nothing to fear from Q2 earnings season. “Overall we expect a broadly in-line second quarter for the group...

Andrew Slimmon is Morgan Stanley's lead senior portfolio manager on all long-equity strategies. On Friday, he was a guest on CNBC and argued there is "too much caution" in the market. According to Slimmon, many investors are taking a cautious approach to the market, and this is evident based on the...

Although stocks surged Monday, just 14 exchange-traded funds hit all-time highs. Indicating that conservative, lower beta fare is still in style, six of the seven sector ETFs that hit new highs Monday were consumer staples, telecom or utilities funds. Of the seven ETFs in the all-time high club,...