Analysts remain divided on Gogo Inc.'s trajectory as the in-flight connectivity provider navigates its 5G network launch against a backdrop of strategic shifts and evolving satellite technology debates.
Ciena's stock rose sharply following announcements that Telekom Srbija Group and Trans Pacific Networks will deploy its high-capacity optical solutions, highlighting the growing demand for AI-ready network infrastructure in critical global corridors.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
The Hong Kong Monetary Authority has detailed its enhanced oversight framework for key retail payment systems, designating networks like Visa, Mastercard, and UnionPay for direct supervision to ensure security and stability in the city's rapidly digitizing economy.
In a major strategic shift, UPS announced plans to eliminate up to 30,000 positions and close 24 facilities by 2026. The logistics giant is restructuring its network to prioritize automation and higher-margin business segments, while scaling back lower-margin volume, notably from Amazon. The move aims to reshape the company's cost structure and profitability profile amid a challenging multi-year stock performance.
Extreme Networks reports Q2 revenue of $317.9M and net income of $7.9M, while launching an AI-integrated partner initiative aimed at streamlining sales and driving higher-margin software revenue.
T-Mobile US faces a pivotal moment as aggressive industry pricing and a tempered 2026 financial forecast clash with its robust operational performance and network leadership, prompting a major investor exit and forcing a reevaluation of its growth narrative.
The global container shipping giant Ocean Network Express reported a net loss for its third fiscal quarter, citing soft demand and declining freight rates, particularly on key Asia-U.S. and Asia-Europe routes. The carrier anticipates a gradual recovery in the coming months.
A new discounted cash flow analysis indicates Corero Network Security plc (LON:CNS) may be significantly undervalued at current trading levels, presenting a potential opportunity for investors in the cybersecurity sector.
Five years after its peak, Polkadot (DOT) trades at a staggering 97% discount from its all-time high. Once a top-tier crypto, it has now fallen outside the top 30. We examine whether its steep discount represents a hidden opportunity or a sign of a failed thesis in a market now dominated by Ethereum and Solana.
While investors chase pure-play AI stocks, cybersecurity leader CrowdStrike demonstrates how leveraging AI defensively within a robust platform model can drive sustained, profitable growth amid escalating digital threats.
Shares of Uniti Group Inc. (UNIT) surged Friday, extending a three-day rally after the telecom infrastructure firm successfully raised $960 million through a novel securitization of its residential fiber assets, signaling strong investor appetite for its expansion strategy.
Elon Musk reframes Tesla ownership as a potential income source, proposing an 'Airbnb-for-cars' model where private vehicles join an autonomous ride-hailing fleet, offsetting ownership costs.
BEN finalizes a landmark AI licensing framework for Africa and a university wellbeing pilot while bolstering its balance sheet through capital raises and debt conversion, prompting analysts to question if execution is now the priority.
AT&T's landmark deal to acquire Lumen's fiber assets signals a major strategic pivot, creating a new open-access network subsidiary to expand its broadband reach and challenge rivals Verizon and T-Mobile.
Charter Communications reported mixed Q4 2025 results, with continued broadband subscriber pressure offset by strong mobile growth and improved video trends. CEO Chris Winfrey outlined a strategy centered on 'guaranteed' connectivity, savings, and leveraging its converged network to win in a fiercely competitive market, while CFO Jessica Fischer signaled a shift towards a more conservative balance sheet.
Shares of Viavi Solutions soared over 17% after the network test and measurement company posted fiscal Q2 results that smashed analyst expectations, fueled by robust demand from data center and aerospace clients.
German federal prosecutors have arrested five individuals accused of orchestrating a vast procurement network that allegedly funneled millions of euros worth of goods to Russian defense companies, in direct violation of EU sanctions imposed following the invasion of Ukraine.
A new bilateral trade agreement between the United States and Guatemala aims to eliminate tariffs and streamline preferential treatment for textiles and apparel, a move hailed by U.S. industry leaders as a strategic step to reinforce regional manufacturing networks and counter Asian dominance.
VEON is deepening its investment in Uzbekistan's digital economy with a new network operations center for Beeline and the launch of BuildX, a software and AI development unit. The moves signal a strategic pivot from traditional telecom services towards higher-margin digital offerings in Central Asia.
