Telecom Finance

Business

Rogers Communications Q4 2025: Sports and Media Surge Reshapes Investor Outlook

Rogers Communications Inc. reported robust fourth-quarter 2025 results, with revenue reaching C$6.17 billion and net income of C$743 million. The company's strategic pivot into sports and media, fueled by the MLSE acquisition and content partnerships, is emerging as a significant growth driver, challenging its traditional telecom narrative.

Jan 30, 2026

Business

Comcast's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

As Comcast shares languish near multi-year lows, a stark divide emerges between its market price and fundamental valuations. We examine whether the telecom and media giant's cash flow potential justifies a contrarian bet.

Jan 30, 2026

Business

XRP's 40% Plunge: A Buying Opportunity or a Value Trap?

XRP, the cryptocurrency designed for global payments, has seen its value tumble over 40% in the past year. While its long-term promise to reshape cross-border finance remains, investors now face a critical juncture: is this a chance to buy the dip, or a sign of deeper troubles ahead?

Jan 30, 2026

Business

Workday's AI Ambitions Face Critical Test as 2026 Looms, Analysts Say

Goldman Sachs initiates coverage on Workday with a Neutral rating, citing a crowded core market and a slower-than-expected AI strategy rollout. The firm identifies 2026 as a pivotal year for the HR and finance software giant to prove its technological evolution.

Jan 30, 2026

Business

Benchmark Names T-Mobile (TMUS) a 2026 Best Idea

T-Mobile US Inc. (NASDAQ:TMUS) ranks among the most promising QQQ stocks according to hedge funds. On January 21, Benchmark reaffirmed its Buy rating on T-Mobile US Inc. (NASDAQ:TMUS) with a $295 price target, classifying the telecom provider as a “2026 Benchmark Best Idea.” The firm remains confident that T-Mobile’s network strengths and potential for expanded […]

Jan 30, 2026

Business

Ericsson's Strong Q4 Performance Catches Value Investors' Eye

The Hotchkis & Wiley Global Value Fund credited Ericsson (ERIC) as a key driver of its fourth-quarter returns, as the telecom equipment maker's shares surged. The fund's latest investor letter details how strategic stock picks, particularly in non-U.S. markets, fueled its outperformance against a global benchmark.

Jan 30, 2026

Business

SoFi Stock Surges After Blowout Q4 Earnings, But a Stunning Guidance Warning Raises Eyebrows

SoFi Technologies smashed Wall Street's Q4 2025 revenue and profit forecasts, sending its shares sharply higher. However, the digital finance leader's shockingly weak sales outlook for the coming quarter has injected significant uncertainty into its growth narrative.

Jan 30, 2026

Business

Suze Orman's Unflinching Financial Advice: Six Hard Truths for Building Lasting Wealth

Personal finance authority Suze Orman cuts through the noise with six straightforward, often challenging, principles for achieving financial security. From emergency funds to retirement planning, her no-nonsense guidance demands attention.

Jan 30, 2026

Business

Verizon's Regulatory Tightrope: ESOP Filing and Frontier Deal Oversight Cement Its Utility-Like Trajectory

As Verizon Communications navigates a $29 million ESOP share registration and heightened regulatory scrutiny of its $20 billion Frontier fiber acquisition, analysts are increasingly framing the telecom giant as a high-yield, bond-proxy utility. With heavy debt and dividend commitments constraining flexibility, the company's strategic moves are being watched for signs of how it will balance growth with its new, more regulated profile.

Jan 30, 2026

Business

HSBC UK and Sage Partner to Launch Integrated Tax Tool as Digital Reporting Deadline Looms

HSBC UK and Sage have unveiled 'My Business Finances', a new digital tool embedded within the bank's platform to help sole traders and landlords comply with upcoming Making Tax Digital (MTD) for Income Tax rules, streamlining invoicing, bookkeeping, and tax filing in one place.

Jan 30, 2026

Business

Champion Iron Navigates Flat Market, Eyes Growth with DRPF Launch and Strategic Rana Gruber Acquisition

Champion Iron reports steady Q3 operational performance with improved costs and significant progress on its high-grade DRPF project. The company also details the fully-financed plan to acquire Norway's Rana Gruber, aiming to strengthen its foothold in the European steelmaking market.

Jan 30, 2026

Business

Latham & Watkins Tops 2025 TMT M&A Legal Rankings, Kirkland & Ellis in Close Pursuit

A new industry report reveals Latham & Watkins advised on a record $370bn in tech, media, and telecom deals last year, narrowly edging out rivals in a highly competitive legal advisory market.

Jan 30, 2026

Business

PennyMac Navigates Refi Surge to Post Strong 2025, Eyes Efficiency Gains Amid Competitive Market

PennyMac Financial Services capped a robust fiscal 2025 with Q4 net income of $107 million, overcoming headwinds from an unexpected wave of mortgage prepayments. While competitive pressures limited margin expansion, CEO David Spector pointed to strategic tech investments and a significant embedded refinance portfolio as catalysts for targeted mid-to-high teens ROE later this year.

Jan 30, 2026

Business

KPN's Steady EPS Growth Offers a Haven for Investors Weary of Speculative Tech Bets

As markets swing between hype and fundamentals, Royal KPN's consistent earnings growth and prudent governance present a compelling case for stability-focused investors in the telecom sector.

Jan 30, 2026

Business

South Korea Proposes Sweeping Crypto Overshaul, Aiming to Align Digital Asset Rules with Traditional Banking

South Korean regulators are forming a task force to propose stricter anti-money laundering rules for cryptocurrency transactions by 2026, potentially removing minimum thresholds for identity disclosure to mirror traditional finance oversight.

Jan 30, 2026

Business

The Budgeting Blind Spot: How Meticulous Tracking Failed to Fix a $68k Salary's Financial Leak

A detailed four-month audit of every expense left one individual perplexed: despite a solid income and no major debt, their bank account was perpetually near empty. The experience underscores a critical gap between tracking spending and controlling it, a common pitfall in personal finance.

Jan 30, 2026

Business

IBM Bolsters Enterprise AI Strategy with New Platform, Key Partnership, and PepsiCo CEO Joining Board

IBM intensifies its focus on the enterprise AI market with the launch of its governed deployment platform, a strategic collaboration with e& for regulated sectors, and the appointment of PepsiCo's Ramon Laguarta to its board of directors.

Feb 2, 2026

From Alley to Empire: Three Decades On, New York's Tech Scene Has Outgrown Its Moniker

A recent anniversary event for 'Silicon Alley' highlighted how New York's technology sector has evolved from a concentrated downtown community into a vast, decentralized force spanning finance, AI, and e-commerce.

Feb 2, 2026

Business

Scotiabank Trims Comcast Price Target Amid Broadband Subscriber Losses, Intensifying Competition

Scotiabank has lowered its price target for Comcast (CMCSA), reflecting ongoing pressure in its core broadband business as the media giant reports higher-than-expected customer losses in Q4 and faces fierce competition from fiber and fixed-wireless rivals.

Feb 2, 2026

Business

Banking Giants Line Up $7.9 Billion Debt Package to Fuel CD&R's Sealed Air Buyout

A syndicate led by JPMorgan and Wells Fargo is preparing a multi-billion dollar high-yield bond and loan issuance to finance the landmark private equity acquisition of Bubble Wrap maker Sealed Air, with bond yields expected to attract investor interest in the 7% range.

Feb 2, 2026