5G

One real estate investment trust with a bullish growth outlook in cell tower infrastructure may have been marred by disclosure of an SEC probe, and the other is getting attention with a big drop in price. Crown Castle IN/SH (NYSE: CCI) was boosted by its own results and a strong outlook for...

Bernstein has launched coverage of the telecom, cable and satellite sector with a mostly positive outlook and bullish recommendations on several stocks. The Analyst Bernstein analyst Peter Supino initiated coverage of the industry with the following ratings and price targets: AT&T Inc. (NYSE: T...

Still relatively new to the S&P 500 sector lineup, Communications Services (“Comms”) looks to be a steady hand in an uncertain environment as some of the biggest names in the sector prepare to open their Q3 books. As with pretty much all things in the investment arena, there are...

The civil construction equipment industry—which builds the backends of trucks that clean sewers, excavators for asphalt rock and equipment to bury 5G fiber-optic cable—is feeling none of the economic gloom that besets manufacturing. "We are booked through February 2020," said Bill Petrole, vice...

Advanced Micro Devices, Inc. (NASDAQ: AMD)'s accent on innovation and product releases seems to be bearing fruit on multiple fronts. The chipmaker is likely to double its share of the server processor market in a year, according to a report in Digitimes. AMD is poised take over 10% of the...

The fifth generation of wireless connectivity, or 5G, is getting plenty of attention this year although it doesn't roll in earnest until 2020. While there are some exchange traded funds explicitly dedicated to the 5G theme, one of the best ways of playing 5G this year has been with the Pacer...

If your eyes were glued to the minute-by-minute tracking of Hurricane Dorian anytime during it's 11-day lifespan from Aug. 28 to Sept. 7, it's worth remembering: Meteorologists couldn't have done it without weather satellites.  Data from satellites, surface weather stations and radar make it...

Sell-side analysts said Tuesday that much of what activist investor Elliott Management is suggesting for AT&T Inc. (NYSE: T) is already being contemplated — but public criticism from the new investor might make the company more aggressive and forthcoming about its plans....

Apple Inc. (NASDAQ: AAPL) is expected to announce three new iPhones today at its annual September product launch. There are limited expectations on many upgrades for the new phones and none will have the key 5G technology that many users are anxiously waiting on. Apple stock matters for the...

Shares of AT&T Inc. (NYSE: T) gained 9% Monday morning after activist investor Elliott Management confirmed a $3.2 billion stake and detailed how AT&T can generate a potential 65% return. 'The Truth' Elliott Management said in a letter its large investment reflects a "deep...

The excited vision of the 5G future may be clouding assessment of the near-term reality for Apple Inc. (NASDAQ: AAPL) and upcoming iPhone sales, Nomura Instinet said Thursday as it trimmed estimates on smartphone sales and 2020 earnings. The Analyst Nomura Instinet’s Jeffrey Kvaal remained...

The wireless industry is set for growth with the coming of 5G, and that's good news for Verizon Communications Inc. (NYSE: VZ). But T-Mobile US Inc. (NASDAQ: TMUS) shareholders may not be as likely to benefit because of drag from the company's pending merger with Sprint Corp (NYSE: S). The...

Analog Devices, Inc. (NASDAQ: ADI) reported Wednesday morning fiscal third-quarter results, which came in better than management expected although against previously reduced guidance. Here is a summary of how two of the Street's top analysts reacted to the print. The Analysts Morgan Stanley...

Tower operators could benefit from increased leasing driven by accelerated 5G activity and new entrants into the wireless arena, according to KeyBanc Capital Markets. The Analyst Brandon Nispel maintained Overweight ratings on American Tower Corp (NYSE: AMT) and SBA Communications Corporation (...