AT&T Inc. $T Shares Sold by Russell Investments Group Ltd.
Russell Investments Group Ltd. reduced its stake in AT&T Inc. by 3.3% in the second quarter, selling 355,986 shares but still retaining over 10 million shares valued at approximately $217.7 million. Despite recent price target reductions from analysts, AT&T maintains a "Moderate Buy" consensus rating with an average target price of $29.19. The company also reported strong quarterly earnings, beating estimates with an EPS of $0.65, and pays a quarterly dividend providing an annualized yield of about 4.4%.
KBC Group NV Trims Stock Holdings in AT&T Inc. $T
KBC Group NV significantly reduced its stake in AT&T Inc. by 47.4% in the second quarter, selling over 2.2 million shares but still retaining 2.51 million shares valued at $52 million. Despite this reduction by one institutional investor, others like Vanguard Group and State Street Corp increased their holdings, with institutional investors collectively owning 57.1% of AT&T. The company maintains a "Moderate Buy" consensus rating from analysts, a $29.19 average price target, and reported strong quarterly earnings and a 4.4% annualized dividend yield.
HighTower Advisors LLC Sells 166,385 Shares of AT&T Inc. $T
HighTower Advisors LLC significantly reduced its stake in AT&T Inc. by selling 166,385 shares, though it still retains over 2.5 million shares valued at approximately $53.7 million. Despite this sale and recent analyst target adjustments, AT&T's stock shows positive momentum, with a quarterly EPS of $0.65 surpassing estimates and a strong 4.4% dividend yield. The company also demonstrates strategic moves in AI cost reduction and advanced connectivity, contributing to its "Moderate Buy" rating among analysts.
Azio AI launches Atlas One South Texas campus, plans up to 500 MW behind-the-meter power expansion
Azio AI Holdings has launched Atlas One, a 548-acre compute campus in South Texas, designed for up to 500 MW of planned behind-the-meter power. The company has already secured 11 MW of natural gas capacity, with 6 MW of compute currently operational. This initiative positions the site for phased expansion into AI and high-density compute hosting.
SurgePays Reports Q2 2026 Revenue Growth of 40.7% Year-Over-Year to $16.2 Million, Reports Positive Net Income of $1.29 Million
SurgePays, Inc. announced strong financial results for Q2 2026, reporting a 40.7% year-over-year revenue growth to $16.2 million and a positive net income of $1.29 million. The company achieved GAAP profitability and its sixth consecutive quarter of sequential revenue growth, with first-half revenue reaching $32.19 million, up 45.7% from the previous year. SurgePays expects continued momentum in Q3 due to its diversified revenue architecture and recent strategic initiatives, including a new joint venture, Redline Wireless Group, and growth in its smartphone rent-to-own program.
Enbridge vs. Telus: Which Is the Better Dividend Stock to Own Through 2030?
This article compares Enbridge and Telus as dividend stock investments through 2030, highlighting their current dividend strategies. While Enbridge is presented as a stable dividend-growth stock due to its consistent payouts and diversified operations, Telus recently cut its dividend to strengthen its balance sheet. The author concludes that Enbridge is a more reliable choice for investors seeking dependable income, while Telus represents a higher-risk recovery opportunity.
AT&T Outage Reports Spark Renewed $76 Million Risk Concern; Shares Remain Unchanged
AT&T experienced localized service outages in Reseda, California, and Lexington due to fiber vandalism, but its stock remained largely unchanged. While the 2025 repair costs from theft amounted to $76 million, representing a small fraction of AT&T's projected 2026 free cash flow, investors appear to view these incidents as insignificant unless they become more widespread or prolonged. The company continues to focus on network expansion and customer retention, with analyst sentiment remaining largely positive.
SK Telecom begins 3G network wind-down
SK Telecom has initiated the wind-down of its 3G network, stopping new sign-ups and targeting a full shutdown by the end of 2027. This move comes as the majority of customers have migrated to LTE and 5G networks, and the company is offering various transition programs for remaining 3G users. Other carriers in Korea and overseas have also either announced or completed similar shutdowns due to declining usage and aging infrastructure.
T Rides on Strength in Advanced Connectivity Segment: Will it Sustain?
AT&T (T) is experiencing significant growth in its Advanced Connectivity segment, driven by expansion in fiber, converged wireless and home Internet customers, and rising demand for AI-driven advanced connectivity. Despite competitive challenges from Verizon (VZ) and T-Mobile (TMUS), AT&T is on track with its fiber expansion goals and continues to add subscribers across its services. However, the company's stock performance has lagged the industry, though earnings estimates show positive revisions.
EU Commission clears joint venture by ACS AIID, Telefónica, Banco Santander and SETT
The EU Commission has approved a joint venture between AI Infrastructure Development, Telefónica, Banco Santander, and SETT, all based in Spain. The venture focuses on third-party data center colocation services in Spain, aligning with the EU's strategy to bolster sovereign cloud and AI infrastructure. The Commission concluded that the transaction would not raise competition concerns due to the companies' limited market positions.
AZIO AI Holdings (NASDAQ: AZIO) Unveils Atlas One for South Texas Compute Infrastructure Campus
AZIO AI Holdings (NASDAQ: AZIO) has announced Atlas One, the initial phase of its Project Atlas, a 548-acre compute infrastructure campus in South Texas. This phase currently has 6 MW of compute infrastructure activated with 97.8% uptime, part of a secured 11 MW behind-the-meter power capacity, with plans for up to 500 MW in total. The project aims to support AI/GPU hosting, high-performance computing, and company-operated Bitcoin mining, and includes a Master Services Agreement with AT&T for dedicated enterprise fiber connectivity.
T Rides on Strength in Advanced Connectivity Segment: Will it Sustain?
AT&T (T) is experiencing robust growth in its Advanced Connectivity segment, driven by expanding fiber optic networks, increasing convergence of fiber and wireless customers, and strong internet subscriber additions. The company is also seeing significant traction in wireless postpaid phone subscribers and anticipates future growth from AI-driven demand for advanced connectivity. Despite strong competition from Verizon and T-Mobile, AT&T's financial estimates for 2026 and 2027 show positive revisions, although its stock performance has lagged the industry.
Growth Starts with Stopping
The CFO of VodafoneZiggo discusses how the company achieved a turnaround in customer growth after six years of decline, attributing it to a shift in focus from internal discussions to customer value. He emphasizes simplifying product offerings, making conscious investments in reliability and customer experience, and the importance of leadership in driving change. The article concludes that sustainable growth comes from having the courage to stop unnecessary complexities and focus on what truly matters.
Azio AI Holdings Announces Atlas One, a 500+ Acre Site Designed for Up to 500 MW of Behind‐the‐Meter Power
Azio AI Holdings announced Atlas One, the first phase of its Project Atlas compute infrastructure campus in South Texas, spanning over 548 acres and engineered for up to 500 MW of behind-the-meter power capacity. The site currently has approximately 6 MW of compute capacity activated, demonstrating 97.8% uptime with Bitcoin mining workloads, and plans to expand to an initial 11 MW phase before further scaling for AI and high-density compute hosting. This strategy prioritizes securing power generation onsite to bypass typical utility capacity delays and supports an integrated model for GPU sales, hosting, and company-operated Bitcoin mining.
Telefonica Chile signs multi-year Amdocs deal to accelerate network modernisation
Telefonica Chile has signed a multi-year managed services agreement with Amdocs to streamline its technology operations and accelerate modernization under its new owner, Millicom. The deal will involve Telefonica Chile using Amdocs' business and operations support systems, including AI-driven application management and software development, to speed up new functionality rollout and adapt to changing customer needs. This partnership is part of Millicom's broader modernization strategy in Chile, emphasizing automation and AI to optimize the technology environment.
Jennison Associates LLC Boosts Stock Holdings in Verizon Communications Inc. $VZ
Jennison Associates LLC increased its stake in Verizon Communications Inc. (VZ) by 7.6% in the second quarter, bringing its total holdings to 1.24 million shares valued at $52.7 million. Despite a neutral analyst outlook with a "Hold" rating, Verizon continues to offer an attractive 5.7% dividend yield and exceeded quarterly EPS estimates, reaffirming its fiscal 2026 EPS guidance. Institutional investors collectively own 62.06% of the company's stock, though CEO Kyle Malady recently sold a small portion of his holdings.
Barclays upgrades American Tower stock rating on growth outlook By Investing.com
Barclays has upgraded American Tower (NYSE:AMT) to Overweight from Equalweight and raised its price target to $198, citing attractive growth potential relative to its valuation despite appearing overvalued by Fair Value estimates. The firm anticipates strong domestic colocation and amendment growth for American Tower, outperforming peers, and expects accelerating international growth driven by Europe and Africa. Additionally, American Tower reported stronger-than-expected Q2 2026 results, raising its full-year outlook and receiving positive analyst responses, though an audit of data centers in Texas poses a potential impact.
Barclays upgrades American Tower stock rating on growth outlook
Barclays has upgraded American Tower (NYSE:AMT) to Overweight from Equalweight and raised its price target to $198, citing attractive growth potential despite the stock appearing overvalued by some metrics. The upgrade is driven by projected higher domestic growth compared to peers in 2026 and 2027, significant international expansion, and strong performance from CoreSite. Recent better-than-expected Q2 2026 results and analyst target increases further reinforce confidence in American Tower's growth trajectory.
Fifth Third Bancorp Has $55.20 Million Stake in AT&T Inc. $T
Fifth Third Bancorp recently reduced its stake in AT&T Inc. by 4.3% in the second quarter, selling 120,529 shares but still holding 2.67 million shares valued at $55.2 million. Despite some recent price target cuts, analyst sentiment remains a "Moderate Buy" with an average target of $29.19. AT&T reported strong quarterly earnings, beating EPS expectations, and maintains an attractive annualized dividend yield of 4.4%.
111 Capital Takes $1.73 Million Position in AT&T Inc. $T
111 Capital has acquired a new position in AT&T Inc. (NYSE:T) during the second quarter, purchasing 83,558 shares valued at approximately $1.73 million. Several other institutional investors also adjusted their holdings in AT&T, with firms like Tsfg LLC and Lifestyle Asset Management Inc. increasing their stakes. AT&T recently received an upgrade from Wolfe Research to "outperform" and declared a quarterly dividend of $0.2775.
3 Quantum Computing Stocks With the Most Upside in August
The quantum computing sector, energized by recent White House executive orders, presents a high-risk, high-reward investment opportunity. This article highlights three quantum computing stocks—Rigetti Computing (RGTI), IonQ (IONQ), and D-Wave Quantum (QBTS)—that analysts believe have significant upside potential despite their pre-profit status and high volatility. It details their recent financial performance, strategic developments, and associated risks, emphasizing that these are speculative positions.
TD Upgrades BRP (TSE:DOO) to Buy
TD Securities has upgraded BRP (TSE:DOO) from a "hold" to a "buy" rating, increasing its price target from C$92 to C$106, suggesting a 12.55% upside. The powersports company currently holds a "Moderate Buy" consensus rating from analysts with an average target price of C$99.67. BRP recently reported C$1.83 in quarterly EPS and C$2.39 billion in revenue, with shares trading at C$94.18.
PLDT tests cell-to-sat tech against disaster
PLDT Inc.'s wireless arm, Smart Communications Inc., has completed new tests for its direct-to-device satellite technology, simulating disaster scenarios in Batangas to ensure communication availability when traditional networks fail. This technology, developed in partnership with US-based Lynk Global, allows standard mobile phones to receive emergency alerts and send SMS messages even in "dead zones" or during power outages. PLDT aims for this to provide crucial connectivity during natural disasters and in underserved areas.
VIG's Index Removes the Highest-Yielding 25% of Dividend Stocks Before Holders Ever Own Them
The Vanguard Dividend Appreciation ETF (VIG) intentionally excludes the top 25% highest-yielding dividend stocks from its index, effectively shortchanging income-focused investors. While VIG's expense ratio is low, its methodology screens out significant dividend payers like Altria and AT&T, which have outperformed VIG over five years. Alternatives like Schwab US Dividend Equity ETF (SCHD) and iShares Core Dividend Growth (DGRO) offer exposure to higher-yielding stocks without VIG's restrictive screening.
Verizon (VZ) Loses Supreme Court Bid To Recover FCC Privacy Fine
The U.S. Supreme Court has rejected Verizon's petition to overturn a multimillion-dollar FCC fine related to the sale of customers' real-time location data. This decision finalizes the financial penalty and underscores the regulatory risks major telecom carriers face regarding data privacy. For investors, the outcome clarifies the fine as a one-off cost but reinforces the ongoing regulatory scrutiny of Verizon's data handling practices, which could impact future cash flow and margins.
Amdocs signs multi-year managed services deal with Millicom’s Telefónica Chile unit
Amdocs has secured a multi-year managed services agreement with Telefónica Chile, operated by Millicom, to modernize its operations in Chile. Under the deal, Millicom Chile will utilize Amdocs’ full-stack BSS and OSS, complemented by AI-driven application management and operations services. This collaboration aims to streamline technology operations, accelerate service delivery, improve time to market, and enhance overall service performance.
The Cash Machine The Market Put On Sale: VZ
Verizon Communications (VZ) is presented as a "cash-printing machine" with a free cash flow equal to 10.0% of its market value, significantly higher than the S&P 500 median. Despite its strong cash generation and improved operational efficiency, the market remains skeptical due to concerns about future growth, especially after the removal of activation and upgrade fees. Verizon's management is betting on an acceleration in its core mobility and broadband service revenue, along with new AI infrastructure deals, to prove the effectiveness of its new strategy.
3 Quantum Computing Stocks With the Most Upside in August
Quantum computing stocks are considered a polarizing and speculative bet, but recent White House executive orders have provided a tailwind. This article highlights three quantum computing companies—Rigetti Computing (RGTI), IonQ (IONQ), and D-Wave Quantum (QBTS)—that analysts believe have significant upside potential despite their pre-profit status and high valuations. Each company is discussed with its recent financial performance, strategic developments, and associated risks.
AT&T Inc. $T Shares Sold by University of Texas Texas AM Investment Management Co.
University of Texas Texas AM Investment Management Co. significantly reduced its stake in AT&T Inc. by 33.7% in the second quarter, selling 56,043 shares. Despite this, institutional investors and hedge funds collectively own 57.1% of AT&T's stock. The company reported better-than-expected quarterly EPS of $0.65 and reaffirmed its fiscal 2026 EPS guidance, maintaining a quarterly dividend of $0.2775 per share, representing a 4.5% yield.
TD Asset Management Inc Sells 1,777,377 Shares of AT&T Inc. $T
TD Asset Management Inc. significantly reduced its stake in AT&T Inc. by selling over 1.77 million shares, though it still holds a substantial position. The article highlights AT&T's recent positive earnings report, beating EPS estimates, and its attractive 4.5% annual dividend yield. Analyst sentiment remains largely positive with a "Moderate Buy" consensus rating for the company.
Qsemble Capital Management LP Makes New Investment in AT&T Inc. $T
Qsemble Capital Management LP has made a new investment in AT&T Inc. (NYSE:T), purchasing 195,313 shares valued at approximately $4.0 million during the second quarter. Institutional investors now own 57.1% of AT&T's outstanding stock. The company reported strong Q2 earnings, beating EPS estimates, and maintains a quarterly dividend with a 4.5% annualized yield, while analysts generally have a "Moderate Buy" rating with an average price target of $29.19.
AT&T Inc. $T Holdings Raised by Oppenheimer Asset Management Inc.
Oppenheimer Asset Management Inc. increased its stake in AT&T Inc. (NYSE:T) by 11.5% in the second quarter, bringing its total holdings to 1.53 million shares valued at approximately $31.7 million. This move is part of a broader trend of institutional investors and hedge funds modifying their positions in AT&T, which collectively own 57.1% of the stock. Analysts currently rate AT&T as a "Moderate Buy" with an average price target of $29.19, following the company's Q2 earnings beat and dividend declaration.
Vontobel Holding Ltd. Acquires 682,512 Shares of AT&T Inc. $T
Vontobel Holding Ltd. increased its stake in AT&T Inc. by 28.6% in the second quarter, acquiring an additional 682,512 shares, bringing its total holdings to 3.07 million shares valued at $63.45 million. Institutional investors now own 57.1% of AT&T, which analysts rate as a "Moderate Buy" with a consensus price target of $29.19. AT&T recently reported strong quarterly earnings of $0.65 EPS, exceeding estimates, and maintains a quarterly dividend of $0.2775 per share, yielding 4.5%.
Levin Capital Strategies L.P. Acquires 37,393 Shares of Verizon Communications Inc. $VZ
Levin Capital Strategies L.P. increased its stake in Verizon Communications Inc. by 7.5% in the second quarter, acquiring an additional 37,393 shares and bringing its total holdings to 532,956 shares valued at $22.6 million. Verizon reported strong quarterly earnings, exceeding EPS estimates, and maintained its 2026 EPS guidance. The company also declared a quarterly dividend, resulting in an annualized yield of 5.8%, while analysts maintain a cautious "Hold" rating with an average price target of $50.84.
Bank of America Corp DE Increases Stake in Lumen Technologies, Inc. $LUMN
Bank of America Corp DE significantly increased its stake in Lumen Technologies (LUMN) by 28.9% in the first quarter, now holding over 3 million shares valued at approximately $20.9 million. This move comes as institutional investors collectively own 66.19% of LUMN, and the company's CEO recently acquired 100,000 shares. Despite better-than-expected Q1 revenue and adjusted EPS, analysts remain cautious with a "Reduce" rating and an average price target of $7.86, as revenue declined year-over-year.
Verizon Communications Inc. $VZ Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC reduced its stake in Verizon Communications (NYSE: VZ) by 3.8% in the second quarter, selling 28,817 shares, but still holds 725,217 shares worth approximately $30.7 million. Despite this, institutional investors collectively own 62.06% of the company. Verizon reported Q2 EPS of $1.30, beating estimates, though revenue of $34.25 billion missed expectations and saw a 0.7% year-over-year decline. The company also offers a significant annualized dividend of $2.83 per share, yielding about 5.8%.
AZIO AI Holdings (NASDAQ: AZIO) Signs AT&T Fiber Agreement for 500 MW Texas AI Campus
AZIO AI Holdings (NASDAQ: AZIO) has signed a master services agreement with AT&T for enterprise fiber connectivity for its planned 500-megawatt AI campus in Texas. The agreement, valued at approximately $2.4 million, aims to provide high-capacity networking to support AI training, GPU cloud computing, and other high-performance workloads. This infrastructure is intended to accelerate deployment for hyperscale customers and bolster AZIO AI's strategy for scalable, LNG energy-backed AI data centers.
Robinhood Co-Founder Baiju Bhatt Executes Sale of 50,317 Class A Shares Under Rule 10b5-1 Plan
Robinhood co-founder Baiju Bhatt, through the Baiju Bhatt Living Trust, sold 50,317 Class A Common Stock shares of Robinhood Markets, Inc. on August 14, 2026. These sales were conducted under a pre-established Rule 10b5-1 trading plan after converting Class B shares to Class A. Post-transaction, the Living Trust holds zero Class A shares and over 46 million Class B shares, while Bhatt directly retains 3,703 Class A shares.
AT&T Cut Half Its Workforce. Founders Should Copy 1 Move and Avoid Another
AT&T reduced its workforce by more than half over less than a decade, shedding approximately 147,000 employees but remaining profitable and functional. This article discusses how companies can manage downsizing effectively, focusing on retaining remaining employees by addressing their emotional needs. It highlights AT&T's successful strategy of investing in a billion-dollar reskilling program called "Future Ready" to bridge skill gaps among its existing workforce.
Decommission legacy UC hardware before copper sunsets
As carriers accelerate the retirement of copper lines, organizations must have a strategic plan to decommission legacy unified communications (UC) hardware, including often-overlooked analog devices like alarm systems and elevator phones. The article details migration paths such as UCaaS and SIP trunking, while also emphasizing the need to address hidden UC hardware with analog telephone adapters (ATAs) and comply with critical regulations like Kari's Law and RAY BAUM's Act. It provides a seven-step guide for a successful decommissioning strategy, covering identification, dependency mapping, data safeguarding, cybersecurity, and testing.
Jennison Associates LLC Reduces Stake in AT&T Inc. $T
Jennison Associates LLC significantly reduced its stake in AT&T Inc. by 36.1% during the second quarter, selling over 1.3 million shares and now owning 2,331,584 shares valued at $48,264,000. Other institutional investors showed mixed activity, with some increasing and others decreasing their holdings. AT&T reported strong quarterly earnings, beating analyst estimates, and has an average "Moderate Buy" rating from analysts with an average target price of $29.19.
BlackRock Inc. Makes New $6.63 Billion Investment in T-Mobile US, Inc. $TMUS
BlackRock Inc. has acquired a new stake of 39,499,642 shares in T-Mobile US, Inc. (NASDAQ:TMUS), valued at approximately $6.63 billion, making it a 3.68% owner of the company. Other institutional investors also increased their holdings in T-Mobile US during recent quarters. The article also details recent insider stock sales, analyst ratings, and T-Mobile's financial performance, including its latest earnings report and dividend announcement.
AIA Group Ltd Sells 191,683 Shares of AT&T Inc. $T
AIA Group Ltd has reduced its stake in AT&T Inc. by 39.0% in the second quarter, selling 191,683 shares and now owning 299,986 shares valued at $6.21 million. This comes as AT&T's stock has seen fluctuations, with its price down 0.6% on Tuesday, and various other hedge funds have also adjusted their positions in the company. Analysts currently have a "Moderate Buy" consensus rating for AT&T with an average target price of $29.19.
How Comcast’s API‑Driven Global Connectivity Push Could Reshape Its Convergence Story for Investors (CMCSA)
Comcast Business recently announced a collaboration with Colt Technology Services to create API-driven interoperability for global enterprise connectivity, aiming to automate cross-border network provisioning. This initiative could enhance Comcast's enterprise positioning and service automation, supporting its broader strategy of deepening connectivity capabilities. While this move is positive, investors are advised to consider the potential risks from intensifying broadband competition and a potentially weaker outlook for broadband and media, alongside varying analyst forecasts for the company's future revenue and earnings.
Why Is ASTS Stock Rising? FCC Review Of Ligado’s 96-Satellite Spectrum Plan Still Pending
AST SpaceMobile (ASTS) stock rose slightly after a two-day decline as the FCC continues its "Pending Review" of Ligado Networks' application. Ligado seeks to operate L-band broadband from 96 AST satellites to provide connectivity to unmodified mobile devices. The approval of this application is crucial for AST, potentially granting them access to valuable spectrum and a $550 million payment from Ligado.
AT&T closes sale of floating rate notes totaling $2.3B
AT&T Inc. (NYSE: T) has completed the sale of two tranches of floating rate notes, raising a total of approximately $2.3 billion. The offering included €1.2 billion in Euro-denominated notes and $1.1 billion in U.S. dollar-denominated notes, both maturing in 2028. Deutsche Bank AG and BNP Paribas Securities Corp. served as underwriters for the respective offerings.
AT&T closes €1.2B and $1.1B floating-rate note offerings due 2028
AT&T has successfully closed two floating-rate global note offerings due in 2028: one for €1.2 billion and another for $1.1 billion. The euro offering was underwritten by Deutsche Bank, while BNP Paribas led the underwriting for the dollar notes. These notes were issued under a 2013 indenture and registered on Form S-3.
AT&T ignored text message 'stop' requests, new class action lawsuit alleges
AT&T is facing a new class action lawsuit alleging the company continued to send marketing text messages to a consumer, Alex Nercessian, even after he repeatedly requested to stop receiving them. The lawsuit claims AT&T violated the Telephone Consumer Protection Act (TCPA) by failing to honor opt-out requests and seeks $500 per violation, or $1,500 for willful violations, for affected customers. Nercessian alleges he sent multiple "STOP" requests over several months but continued to receive promotional texts.
Will Stronger Earnings and a New Dividend Shape Ituran Location and Control's (ITRN) Capital Return Narrative?
Ituran Location and Control Ltd. (ITRN) recently announced stronger Q2 and H1 2026 results, including higher revenue and net income, along with a new US$0.50 per-share dividend and the completion of a share buyback program. These actions reinforce the company's commitment to returning cash to shareholders. Investors should consider how these developments, coupled with the ongoing impact of currency fluctuations and product mix pressures, will influence the company's investment narrative and the sustainability of its dividends and margins.
Benchmark reiterates Ooma stock rating ahead of earnings
Benchmark has reiterated its Buy rating and $24.00 price target for Ooma (NYSE:OOMA) before the company's second-quarter fiscal 2027 earnings release. The firm anticipates strong results, driven by momentum in its product portfolio, cash flow generation, and the success of its AirDial platform. Additionally, Ooma's new AI-enabled telephony workflows and the residential product MyPhone are expected to contribute to future growth and customer engagement.
