Telecommunication Services

T-Mobile US

NVIDIA

Conference Minutes

GPUS

VERA

NVDA

OpenAI

PLTR

TMUS

ORCL

ORCL-D

DXYZ

GPUS-D

For detailed commentary, see 'NVIDIA GTC: AI’s Spring Gala — High Hopes or Letdown?'.Below is the full transcript of $NVIDIA(NVDA.US) GTC.Jensen Huang, NVIDIA’s founder and CEO, delivered the keynote at GTC 2026.Key topics included the 20th anniversary of the CUDA platform, the inference inflection and a surge in compute demand, the Vera Rubin system architecture, Groq integration, the OpenClaw agent revolution, and physical AI and robotics. CUDA at 20 and the platform flywheel: CUDA has been around for 20 years...

Hyperscale Data

Vera Therapeutics

Palantir Tech

Oracle

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

Destiny Tech100

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

NVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---

Today’s Key News Recap

DUOL

AAPL

603020

SIRI

COIN

01810

81810

HXXD

XIACY

00100

BYTED

02513

SHOP

09999

NTES

09899

ABNB

AMAT

0212 | Dolphin Research Focus: 🐬 Macro/Industry 1) Doubao announced that its video-generation model Seedance 2.0 is now integrated into the Doubao app, desktop client, and web version. Users can create 5s/10s short videos from text prompts and produce clone-style videos, with upgrades to image quality, generation speed, and content fidelity. Leveraging ByteDance's ecosystem should accelerate user adoption and engagement, pushing AIGC toward mainstream, practical use...

Duolingo

Apple

Apple Group

Sirius XM

Coinbase

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

MINIMAX-W

ByteDance

KNOWLEDGE ATLAS

Meta Platforms

Shopify 

NTES-S

NetEase

NETEASE MUSIC

Airbnb

Applied Materials

LLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News Recap

T-Mobile Enhances Network Resilience for Natural Disasters

T-Mobile's Chief Broadband Officer Andre Almeida Buys Company Stock

T-Mobile US Exec Michael J. Katz Sells 5,000 Shares

T-Mobile Launches Starlink Satellite Connection Service

T-Mobile Expands Starlink Satellite Service in Canada and New Zealand

Morgan Stanley and Barclays Maintain Buy Rating on T-Mobile US

BofA Global Research Downgrades T-Mobile's Target Price

T-Mobile US released FY2026 Q1 earnings on April 28 After-Market EST, actual revenue USD 23.11 B (forecast USD 23.02 B), actual EPS USD 2.2699 (forecast USD 1.9692)

T-Mobile Q1 2026 Net Income Down 15%, Postpaid Service Revenue Up 15%

T-Mobile Reports Q1 Revenue of $23.11 Billion, Exceeding Analysts' Expectations

T-Mobile and Oak Hill Form Joint Ventures to Acquire Fiber Network Companies

T-Mobile Launches 5G Business Broadband Service With Starlink Satellite Backup

T-Mobile US Expected to Report Strong Q1 Earnings

FCC Rejects SpaceX Mobile Satellite Service Spectrum Application

T-Mobile Raises Shareholder Return Program to $3.6 Billion

Deutsche Telekom Considers Full Merger with US T-Mobile

T-Mobile US to Release FY2026 Q1 Earnings on April 28 After-Market EST, Forecast Revenue USD 23.02 B, EPS USD 1.9692

T-Mobile US Reports Record Growth in Q4 2024

Factory Mutual Insurance Co. Reduced Stake in T-Mobile US in Q4

Motorola Solutions Collaborates with T-Mobile to Enhance Satellite Connectivity for APX NEXT Smart Radio

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

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

Ordinary dividend (cash)

Ex Date: 2026.05.29 (EST), Cash dividend 1.02 USD

T-Mobile US, Inc. (TMUS.US) Q1 2026 Earnings Conference Call

T-Mobile US, Inc. (TMUS.US) Fourth Quarter 2024 Earnings Conference Call

T-Mobile US, Inc. (TMUS.US) 2024 Third Quarter Earnings Conference Call

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

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

Comm Servcies Select Sector SPDR

iShares US Telecommunications

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

Trump Mobile has begun shipping T1 phones to media and pre-order customers, nine months later than promised. The device is no longer marketed as 'Made in the USA', a claim made during its initial announcement.

nbcnews

We tested the Trump Mobile phone. It was 9 months late and no longer ‘Made in the USA’

T-Mobile US Inc. (TMUS) shares rose 2.93% to $190.65 on Monday, outperforming competitors like Verizon and AT&T during a mixed trading session. The stock ended a three-day losing streak but remains 27.11% below its 52-week high of $261.56. Trading volume was 5.0 million, below the 50-day average of 5.8 million.

MarketWatch Automated

Dow Jones Industrial Average

S&P 500

Array Digital Infrastructure

Factset Research

US Cellular Pref Share UZE 5.5 03/01/70

US Cellular Corp Pref Share UZF 5.50 06/01/70

United States Cellular Pref Shares UZD 6.25 09/01/69

T-Mobile US Inc. Stock Outperforms Competitors On Strong Trading Day

DTEGY

Thrivent Financial for Lutherans increased its stake in T-Mobile US, Inc. by 16.7%, acquiring an additional 14,110 shares, bringing its total holdings to 98,469 shares valued at $20 million. Other institutional investors, including Vanguard and State Street, also raised their stakes. Analysts maintain a positive outlook on TMUS, with several upgrades to price targets and ratings. Insider trading activity was noted, with directors selling shares. T-Mobile's stock opened at $185.22.

Deutsche Telekom

Deutsche Telekom AG

State Street

Invesco

UBS Group AG

Citigroup

KeyCorp

State Street® US Equity Premium Inc ETF

CITIGROUP INC 6.250 NON CUM SER II PFD WI

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

Thrivent Financial for Lutherans Acquires 14,110 Shares of T-Mobile US, Inc. $TMUS

AT&T, T-Mobile, and Verizon have formed a joint venture to enhance satellite-based direct-to-device connectivity in response to SpaceX's Starlink initiative. This collaboration aims to pool spectrum resources to counter Starlink's rapid growth in the satellite internet market. SpaceX's Starlink Mobile service, launched in July 2025, has already gained significant traction. Analysts suggest the carriers' alliance is a defensive move, as they face increasing competition from SpaceX, which is also planning a major IPO.

Teslarati

ISHRS S&P Glb Telco

Echostar

SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history

ALGT

STLA

600006

SNCY

Global firms are forming multibillion-dollar partnerships and acquisitions. Stellantis and Dongfeng will invest over $1.17 billion to produce Peugeot and Jeep EVs in China starting in 2027. Allegiant is set to acquire Sun Country Airlines for $1.5 billion, expanding its fleet to 195 aircraft. Additionally, AT&T, T-Mobile, and Verizon are collaborating on a joint venture for satellite connectivity, while MTestHub and Aston University are launching AI and neuromorphic computing initiatives.

Allegiant Travel

Stellantis NV

DFAC

Sun Country Airlines

DONGFENG GROUP

Global firms unveil multibillion-dollar partnerships and acquisitions

UBER

CRCL

SoftBank Group (9984) Q1 2026 13F report reveals the sale of Uber, Circle, and Lemonade, and a reduction in T-Mobile US shares from 28.5M to 10M. Additionally, SoftBank has initiated a new position in Ethos Technologies with 3.13M Class A shares. IFRS consolidated financial highlights for FYs ending March 31, 2026 and 2025 are reported, along with 2027 forecast figures.

TradingView

Uber Tech

Circle

Lemonade

Ethos Tech

Defiance Daily Target 2X Long LMND ETF

ProShares Ultra CRCL ETF

GraniteShares 2x Long UBER Daily ETF

Roundhill UBER WeeklyPay ETF

Leverage Shares 2X Long CRCL Daily ETF

SoftBank Group Corp.

SoftBank

Key facts: SBG sells Uber/Circle/Lemonade, trims TMUS, adds Ethos; IFRS

T-Mobile US (NASDAQ:TMUS) has delivered an average annual return of 16.33% over the past decade, outperforming the market by 2.6%. An investment of $1000 in TMUS stock 10 years ago would now be worth $4,553.10, highlighting the impact of compounded returns. T-Mobile's current market capitalization stands at $200.24 billion.

benzinga_article

If You Invested $1000 In T-Mobile US Stock 10 Years Ago, You Would Have This Much Today

T-Mobile US Inc. (TMUS) shares fell 1.58% to $185.22 on Friday, marking the third consecutive day of losses. The stock is 29.19% below its 52-week high of $261.56. In comparison, competitors Verizon, AT&T, and Array Digital also experienced declines. The trading volume was 7.6 million, surpassing the 50-day average of 5.7 million.

T-Mobile US Inc. Stock Underperforms Friday When Compared To Competitors

T-Mobile US, along with AT&T and Verizon, has formed a joint venture to enhance satellite connectivity in the U.S., targeting rural areas and emergency communications. Currently, T-Mobile's stock is trading at $188.19, approximately 28% below analyst expectations. Despite recent declines, the venture could bolster T-Mobile's long-term growth, although high debt and insider selling raise investment concerns.

Simplywall

T-Mobile Joins Satellite Venture As Undervalued Bet On Closing Dead Zones

This week's press releases include eBay's rejection of GameStop's proposal, a collaboration between Mother's Cookies and NERDS, and a joint venture by AT&T, T-Mobile, and Verizon to eliminate wireless dead zones. Other highlights feature Cellular Intelligence's agreement with Novo Nordisk for Parkinson's therapy, UPPAbaby's new stroller, and Hershey's Kisses' Pokémon-themed collection. Additionally, Galaxy and Sharplink's onchain yield fund, Star Catcher's space power grid initiative, and United's resumed flights to Caracas are notable stories.

- The article outlines recent significant press releases, including eBay's rejection of GameStop's unsolicited proposal and a joint venture by major telecom companies to address wireless dead zones in rural areas.  
- It highlights collaborations, such as Mother's Cookies with NERDS and innovations in AI-driven healthcare and space technology, aiming to enhance consumer experiences and operational efficiencies.  
- The report also emphasizes PR's crucial role in journalism, revealing that 66% of journalists rely on PR content for story ideas, underscoring the industry's influence on media sourcing.

T-Mobile US(TMUS.US)