Super Micro Computer (SMCI) is partnering with SK Telecom and Schneider Electric to offer modular, ready-to-deploy AI data center solutions. The move aims to help telecom and enterprise customers scale AI infrastructure faster and with more predictable costs, as demand for computing power surges.
Lumine Group, a subsidiary of Constellation Software Inc. (TSX:CSU), has finalized its acquisition of Synchronoss Technologies, a key provider of cloud and SaaS solutions to telecom operators worldwide. The deal expands Lumine's offerings into operator-branded cloud services and aligns with a long-term, cloud-first growth strategy targeting major telecom providers.
The French IT consulting giant forges a major alliance with OpenAI and secures new telecom deals, betting on enterprise AI and network automation to reignite growth as its shares face persistent pressure.
ServiceNow expands its AI-driven automation platform into the public sector and global telecom, launching new solutions and partnerships as CEO McDermott's recent stock purchase underscores confidence in the strategic push.
Defying a sluggish S&P 500, major telecom stocks have surged in 2026, offering investors a rare combination of robust performance, low valuations, and generous, cash-flow-backed dividends.
Liberty Global Ltd. (NASDAQ: LBTYA), the European telecom and infrastructure holding company, is trading at a market capitalization of roughly $3.75 billion. Yet, analysts estimate its underlying asset value could be between $11 and $15 billion. This stark discrepancy is fueling a compelling bull thesis centered on asset monetization, strategic separations, and capital returns.
Despite recent share price volatility, China Telecom (SEHK:728) presents a compelling valuation case. Trading at a discount to analyst targets, the telecom giant's long-term shareholder returns and strategic investments in AI and digital infrastructure fuel debate on its current market price.
Portuguese telecom leader NOS S.G.P.S. reports steady revenue and EBITDA growth, even as it ramps up investments in next-generation 5G networks and artificial intelligence. While reported net income dipped due to one-off gains last year, underlying profitability improved, highlighting the company's strategic balancing act between current earnings and future-proofing its business.
Telecom Italia's shares have soared over 30% in three months, prompting a fresh debate on whether the Italian telecom giant remains undervalued or if the rally has already priced in a challenging turnaround.
Exclusive: Washington has privately pressured Damascus to abandon plans for Chinese telecom infrastructure, framing the issue as a national security imperative, Reuters has learned. The move comes as Syria seeks to rebuild its war-shattered networks.
Telecom giant Orange delivered robust 2025 earnings, meeting all strategic goals with core profit and cash flow growth. While European markets remain challenging, surging performance in Africa and the Middle East powered the group's results.
Singapore's cybersecurity agency discloses that all four major telecom operators were compromised by the state-linked hacking group UNC3886, with attackers exfiltrating technical network data in a sustained campaign.
Liberty Global, Europe's cable and mobile giant, has signed a five-year strategic partnership with Google Cloud to integrate Gemini AI and cloud tools across its operations, aiming to enhance TV platforms, automate services, and explore new revenue streams.
Following its annual TMT conference, Scotiabank has increased its price target for AT&T, highlighting encouraging industry signals and the telecom giant's robust financial projections through 2028.
Investment firm Nan Fung Trinity (HK) Ltd. has established a significant new position in KT Corp, acquiring nearly 1.5 million shares in a move that signals strong confidence in the South Korean telecom leader's prospects.
Kerrisdale Advisers has taken a significant stake in Telephone and Data Systems, signaling confidence in the telecom provider's strategic pivot toward fiber broadband and infrastructure, which has already fueled a return to profitability.
Telecom Argentina reported a net income of $82.9 million for the fourth quarter, with revenue reaching $1.88 billion, despite posting an annual loss of $138.9 million for the full year.
Nvidia is investing billions in optical component makers and forging new telecom partnerships, signaling a strategic expansion from chip dominance into the foundational hardware of next-generation AI data centers and networks.
Quebecor (TSX:QBR.A) has surged 59% over the past year, sharply outperforming its modest year-to-date performance. This divergence has analysts and investors scrutinizing whether its current valuation, trading at a P/E of 14.3x, represents a hidden opportunity or a fully priced stock.
Singapore's cybersecurity agency disclosed that a sophisticated state-linked hacking group, UNC3886, breached the networks of all four major telecom operators last year, exfiltrating technical data but failing to access customer information or disrupt services.
