AT&T's Advanced Connectivity growth gains traction, fueled by fiber expansion, customer convergence and rising AI-driven network demand.

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.

Cogent Communications' 14% weekly rebound follows a narrower Q2 loss and margin gains, but revenue declines, Sprint runoff and debt risks keep the setup mixed.

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

AT&T is preparing for Tropical Storm Lala in Hawaii, reinforcing its network and deploying disaster-response resources to help keep customers connected.

VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

T's stronger price performance, cheaper valuation and 2026 growth outlook give it more upside potential than SPCX despite competitive pressures.

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