Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Latest Activity
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
The selloff is about a $2.6 billion non-cash impairment on the Mexico wireless unit now being sold to Grupo Televisa, not the business investors are paying for. Underneath it sits a sixth straight EPS beat, a raised 2026 outlook to roughly $2.40, record fiber growth, and management still promising $24 billion or more in buybacks through 2028.
All three major US wireless carriers closed down double digits on the same day, a rare sweep for names usually bought as defensive income. Moderna's 13.8% gain topped the board on the other side.
All three major US wireless carriers are at the bottom of the board at the open, with T-Mobile down 8.9% and AT&T and Verizon close behind. Optical names lead the other side, Applied Optoelectronics up 8.9%.
AT&T's TBB baby bond marked a fresh 52-week low at $18.66, 0.9% under the floor it set on September 30. Buyers have not held a line here since last October, so the next bid is the one to watch.
T Coverage
Does SpaceX’s $8 Billion Spectrum Deal Mean Verizon’s Q3 Earnings Don’t Really Matter?
Verizon (NYSE:VZ | VZ Price Prediction) reports third-quarter results on October 26, days after SpaceX (NASDAQ:SPCX) announced a roughly $8 billion deal for nationwide 800 MHz spectrum. I think the deal makes…
Are Your Dividends Safe? 4 Payouts the Cash Flow No Longer Covers
A dividend check is only as reliable as the cash behind it. The screen used here is simple: compare what a company actually brings in (free cash flow for ordinary businesses, funds…
AT&T Sinks 5% Despite Q3 Beat and Raised Outlook; Verizon and T-Mobile Drop 3%
A quarter that topped forecasts and lifted the profit outlook isn’t protecting AT&T (NYSE:T | T Price Prediction), whose shares are falling harder than those of its biggest wireless rivals. AT&T stock…
D-Wave Quantum Vs. IonQ: Tech Differences Dictate Investment Strategy
IonQ and D-Wave both build quantum computers, but their hardware choices put them on completely different trajectories right now, and that gap is forcing investors to pick a side before the payoff…
5 Dividend Stocks for Investors Who Want Income Without the Market’s Wild Swings
Soda, toothpaste, phone service, electricity, and prescription drugs all share one trait: people keep buying them when the economy turns ugly. Five companies built their businesses around that reality, and the way…
These 5 Dividend Stocks Look Like Income Bargains. The Math Says Otherwise
A yield above 6% looks like a retirement lifeline until the math behind it starts to crack. Five familiar dividend names are flashing the kind of payout warnings that show up quietly…
5 High-Yield Stocks to Buy Now Before Your Retirement Starts
With the 10-year Treasury now a genuine rival to dividend stocks, only a handful of large caps can still justify their yields on safety grounds alone. A telecom selloff suddenly made two…
5 Dividend Stocks for 100% Tax-Free Roth IRA Income
Holding the wrong dividend stocks in a taxable account quietly hands thousands of dollars to the IRS every year, and one REIT on this list punches far above its weight when it…
5 Large-Cap Giants Paying 5% and Bigger Dividends to Be Bought and Held Forever
Four of these five large-cap dividend stocks just dropped sharply, pushing their yields above 6%, but a rising yield can signal opportunity or a warning sign depending on what sits beneath the…
Two Mortgage REITs Yield More Than 16%. Their Share Prices Tell Another Story
Five popular income stocks are flashing warning signs that most yield-chasing investors overlook until after the dividend cut. Here is what the coverage ratios, leverage levels, and share price histories actually reveal…
Historically Cheap Telecom Stocks Now Yielding 4.5% to 6.1% for Patient Dividend Hunters
After a sharp selloff hammered telecom stocks, Verizon, AT&T, and BCE now sit at yields that make income investors pay attention, but only one of them has the free cash flow cushion…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: AT&T, Adobe, Albemarle, American Electric Power, Pershing Square, RTX, SoFi Technologies, Technip FMC, YETI Holdings, and More
Pre-Market Stock Futures: Futures are trading mixed after a slow start to the week, ahead of the 3rd-quarter earnings season, which kicks off today with four large-cap financial stocks reporting, and for…
T-Mobile Rebounds 3% After Record Drop on Starlink Spectrum Move; SpaceX Ticks Up, Verizon Edges Higher
T-Mobile (NASDAQ:TMUS | TMUS Price Prediction) stock is up 3% to $152.65 in afternoon trading, recovering part of the worst one-day loss in its history as a public company. Meanwhile, Verizon (NYSE:VZ)…
Prediction: AT&T Could Have More Upside Than Its Dividend Suggests
AT&T shares just got hammered by a Starlink spectrum deal that spooked the entire telecom sector, but the selloff may have created something unexpected for investors willing to look past the dividend.
Verizon’s Had A Difficult 6 Months: This Wall Street Research Firm Says It Will Provide Roughly 50% Returns From Here
SpaceX just handed Verizon its worst single-day drop since 2002, yet one Wall Street firm sees the selloff as an opportunity that could reward patient investors far more than the broader market…