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ProShare Advisors LLC Has $372.81 Million Stake in T-Mobile US, Inc. $TMUS

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

The latest batch of 13F filings has been released: In Q1, Berkshire Hathaway increased its stake in Google Class A shares by over 200%, propelling it to the position of its seventh-largest holding. The firm completely exited positions held for nearly seven years—including Amazon, as well as Visa, Mastercard, and UnitedHealth—while simultaneously making a return to the airline sector after a six-year hiatus, investing $2.65 billion to establish a new position in Delta Air Lines. Bridgewater Associates, meanwhile, initiated new positions in TSMC and the Gold ETF (GLD) for the first time; it also increased its holdings in Amazon (elevating it to its top holding), Nvidia, Broadcom, and Micron. Conversely, the firm liquidated its stakes in Salesforce and ServiceNow, and trimmed its positions in Mastercard, Adobe, and others. Institutional capital is currently converging on AI computing power and safe-haven assets. How many of the stocks in your portfolio have caught the eye of these investment giants?

Big funds' 13Fs are out: betting on AI compute and safe havens

TMUS

ProShare Advisors LLC increased its stake in T-Mobile US, Inc. by 40.2% in Q4, owning 1,836,143 shares valued at $372.81 million. Other hedge funds also raised their holdings. T-Mobile's stock opened at $190.65, with a market cap of $206.32 billion and a PE ratio of 20.28. The company reported $2.27 EPS, exceeding estimates, with revenue of $23.11 billion, up 10.6% year-over-year.

Market Beat

T-Mobile US

Comm Servcies Select Sector SPDR

SPDR S&P Telecom

VGtelecomm

ProShares Ultra Communication Services

Verizon

AT & T

T-Mobile USA Inc Pref Shares TMUSL 6.25 Perp 09/01/2069

T-Mobile USA Inc Pref Shares TMUSZ 5.5 Perp 03/01/2070

T-Mobile USA Inc Pref Shares TMUSI 5.5 Perp 06/01/2070

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

AT&T has reaffirmed its Q2 guidance, expecting wireless service revenue growth and free cash flow between $4.0 billion and $4.5 billion. Analysts anticipate free cash flow of $4.48 billion. The company also maintains its long-term outlook, projecting improved adjusted EPS growth through 2028 and plans to return over $45 billion to shareholders via dividends and share repurchases from 2026 to 2028.

Fidelity

ISHRS S&P Glb Telco

Factset Research

AT&T Reaffirms Q2, Long-Term Outlook

Jim Cramer advises against investing in AT&T, highlighting competition from Elon Musk's Starlink and Amazon in rural internet markets. He believes traditional telecom companies will struggle against emerging satellite networks. Cramer emphasizes that the future of rural connectivity lies with low-earth orbit disruptors, making AT&T's heavy debt and legacy status risky for investors.

benzinga_article

Echostar

Amazon

S&P 500

Why Jim Cramer Believes Starlink Could Crush Traditional Telecom Giants Like AT&T

CSCO

SOXL

SNSR

SOXX

CSCL

CSCS

NXTG

Cisco, in collaboration with Splunk and Oxford Economics, reported that unplanned downtime costs for Global 2000 companies reach $600 billion annually, a 50% increase in two years. Average downtime costs $15,000 per minute, with a 3.4% stock-price drop post-incident. Each organization loses about $95 million in revenue yearly, with ransomware payouts averaging $40 million and regulatory fines at $51 million. Customer churn is a significant risk, with 81% of tech leaders noting losses due to outages.

PUBT

Cisco

iShares Expanded Tech Software Sector ETF

Direxion Semicon Bull 3X

Global X Internet

iShares Semiconductor ETF

Direxion Daily CSCO Bull 2X Shares

VanEck Semiconductor ETF

SPDR S&P Software

Direxion Daily CSCO Bear 1X Shares

First Trust Index NextG ETF

Cisco cites Splunk study estimating Global 2000 downtime costs at $600 billion annually

Eight leading U.S. communications firms, including AT&T and Verizon, have formed the Communications Cybersecurity Information Sharing and Analysis Center (C2 ISAC) to enhance cybersecurity collaboration. This non-profit aims to address evolving cyber threats through shared resources and expertise. Valerie Moon will serve as executive director, overseeing operations. The initiative builds on decades of public-private cooperation and is set to begin operations in June.

Unusual Whales

Charter Comm

Comcast

Lumen Tech

Zayo Group Holdings, Inc.

COMCAST HOLDINGS CORPORATION 2% CNV PREF SEC15/10/2029 USD71

Comcast - WI

Eight Leading U.S. Communications Firms Form C2 ISAC to Strengthen Cybersecurity Collaboration

CIEN

000063

ZTCOY

The Optical Transport equipment market is projected to grow 16% in 2026, exceeding $18 billion in revenue, driven by AI data center demand, according to Dell'Oro Group. The market saw a 20% year-over-year growth in Q1 2026, with significant increases in WDM Systems and DCI revenue. However, supply chain issues may limit further growth. Key vendors include Huawei, Ciena, Nokia, and ZTE.

prnewswire

Ciena

ZTE Corporation

Nokia Oyj

Marvell Tech

05:30 ETOptical Transport Equipment Market Forecast to Grow 16 Percent in 2026, According to Dell'Oro Group

SRVR

IDGT

DTCR

The rise of AI is reshaping the American Dream, favoring blue-collar workers over college graduates. Companies like AT&T are struggling to find skilled labor for essential roles, as AI-driven hiring slowdowns impact entry-level positions for graduates. This shift highlights a potential crisis for new degree holders, as the promise of upward mobility through college is challenged. Major investments in infrastructure are expected to create blue-collar jobs, but the sustainability of this trend remains uncertain.

CNBC

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Ford Motor

NVIDIA

Oracle

OpenAI

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

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NVIDIA Corporation

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

Telefónica Tech has migrated the Badajoz Provincial Council's voice communications to Cisco's Webex Calling platform, enhancing flexibility for hybrid work, security, and call quality monitoring. The service utilizes data centers in Frankfurt and Amsterdam, featuring integrated encryption and AI capabilities. Contract details were not disclosed.

Telefonica

TELEFONICA SA SPON ADR EACH REP 1 ORD SHS

Telefónica Tech migrates Badajoz Provincial Council voice communications to Cisco Webex Calling

CHTR

Charter Communications Director Mauricio Ramos purchased 9,929 shares at $140.93 each, totaling $1,399,293.97, increasing his stake by 105.85%. Post-transaction, he owns 19,309 shares valued at $2,721,217.37. The acquisition was disclosed to the SEC. CHTR stock opened at $141.21, with a market cap of $17.37 billion. Analysts have mixed ratings, with a consensus target price of $292.00.

Disney

FuboTV

ROYAL BANK OF CANADA

KeyCorp

State Street

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

State Street® US Equity Premium Inc ETF

Charter Communications (NASDAQ:CHTR) Director Purchases $1,399,293.97 in Stock

CLOU

Vodafone has successfully completed a trial with Nokia using AWS cloud to enhance its IoT services. The trial involved deploying Nokia’s mobile data and voice core on AWS in Frankfurt, integrated with Vodafone's data centers across Europe. The next phase will prioritize security and sovereignty ahead of commercial trials later this year. Vodafone's IoT platform boasts over 240 million connections globally, indicating the cloud's potential to scale capacity and automation.

Vodafone 

Global X Cloud Computing ETF

Vodafone Group Plc

Vodafone, Nokia trial AWS cloud to scale managed IoT services

Charter Communications has launched an ultra-low latency internet service using L4S technology in select U.S. markets, aiming to enhance user experience in gaming and video calls. This move is part of a broader strategy to differentiate its broadband offerings amid rising competition and heavy debt. Analysts project a revenue of $54.3 billion and earnings of $5.0 billion by 2029, with a fair value estimate of $245.31, indicating a potential 74% upside from the current price. However, concerns about subscriber pressure and capital expenditure remain.

Simplywall

Is Charter’s New L4S Ultra-Low Latency Push Reframing Its Broadband Edge for Investors (CHTR)?

Four Years at #1: AT&T Fiber Customers Are the Happiest | T Stock News

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