Dafinchi AI

Verizon Communications Inc.

VZ

Technology

4w

Accelerated C-band Deployment and Fiber Build Ahead of Schedule

C-band deployment is ahead of schedule, with nearly all sites standalone capable and on track to cover 80-90% of planned sites by year-end.
Fiber build is tracking ahead of plan, with a goal to deliver 650,000 incremental passings in 2025.
The positive impact of these infrastructure advancements supports the company's strategic growth and operational efficiency.

QUALCOMM Incorporated

QCOM

Technology

2w

Expansion into Data Center Market with Alphawave Acquisition

Qualcomm plans to acquire Alphawave IP Group plc for $2.4 billion, expected to close in Q1 2026.
The acquisition aims to enhance high-speed connectivity and compute technologies for data centers, AI, and data networking.
Qualcomm is developing NPU-based AI inference accelerators and custom SoCs for data center applications, targeting revenues starting in FY 2028.
Advanced discussions are ongoing with a leading hyperscaler, indicating strategic focus on large-scale enterprise customers.

VRSN

Technology

3w

Unparalleled 28-Year Record of .com and .net Domain Resolution Availability

VeriSign celebrated 28 years of 100% availability for the .com and .net domain resolution systems, emphasizing its unmatched reliability in critical Internet infrastructure.
The company highlighted its resilient architecture, physical points of presence in over 60 countries, and overcapacity measures that have enabled continuous, failure-free operation for nearly three decades.

CDW Corporation

CDW

Technology

1w

CDW's Full Stack Solutions Drive Double-Digit Growth Amid Market Headwinds

CDW delivered 10% net sales growth to $6 billion, with strong performance in commercial, healthcare, UK, and Canada.
Full stack, full life cycle solutions contributed to the growth, emphasizing the strategic advantage of diversified product and service offerings.
Customer focus on must-do priorities, such as client devices and mission-critical infrastructure, was key to exceeding expectations.

Telephone and Data Systems, Inc.

TDS

Technology

1w

Sale of UScellular Wireless Business to T-Mobile

The sale involved extensive negotiations over several years, highlighting a major strategic pivot for the company.
The transaction included spectrum assets, which are expected to be monetized further through upcoming sales to AT&T and Verizon, projected to generate $2 billion in proceeds.
The completion of this sale is seen as a key milestone in the company's transformation and focus on infrastructure assets.

Veeco Instruments Inc.

VECO

Technology

1w

Customer Engagement and Market Demand Signals

Veeco reports strong customer engagement across multiple evaluation programs, with each potential application capable of generating significant follow-on revenue.
Customer interest remains high in AI, high-performance computing, and advanced packaging, with evaluations progressing well and additional systems planned for 2026.
Signs of increased capacity utilization and positive discussions about future requirements suggest a healthy demand outlook for Veeco's equipment in key markets.

SBGI

Technology

1w

Regulatory Deregulation and Industry Impact

The FCC's review of spectrum policies, including the sunset of the 1.0 spectrum, is seen as a positive tailwind for Sinclair's NEXTGEN data distribution business.
Sinclair supports a review of network affiliate relationships, emphasizing the importance of local broadcasters' independence and the potential for regulatory changes to enhance local journalism.
The company expects these regulatory tailwinds to accelerate industry consolidation and growth, with Sinclair positioned to benefit from increased ownership and operational flexibility.