T-Mobile (TMUS) Stock Upgraded Despite Concerns Over Fiber Strategy and Market Slowdown
According to the firm, T-Mobile US, Inc. (NASDAQ:TMUS) may be the most susceptible to any coordinated market shift toward convergence since it has the least developed fiber strategy of the three major wireless companies.
Despite these reservations, the firm recognized T-Mobile's track record of fulfilling mid-term financial projections and noted that, on the majority of multiples, T-Mobile US, Inc. (NASDAQ:TMUS) will be on par with or cheaper than AT&T by 2027 while expanding faster.
Based in Bellevue, Washington, T-Mobile US, Inc. (NASDAQ:TMUS) is a well-known supplier of wireless telecommunication services. Renowned for its strides in the 5G space, the company has built one of the largest and fastest 5G networks in the US, setting itself up for long-term success.
While we acknowledge the potential of TMUS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Read More: and
Disclosure: None.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
27 minutes ago
- Yahoo
Exclusive-Missed signals, lost deal: How India-US trade talks collapsed
By Manoj Kumar, Trevor Hunnicutt and Aftab Ahmed NEW DELHI/WASHINGTON (Reuters) -After five rounds of trade negotiations, Indian officials were so confident of securing a favourable deal with the United States that they even signalled to the media that tariffs could be capped at 15%. Indian officials expected U.S. President Donald Trump to announce the deal himself weeks before the August 1 deadline. The announcement never came. New Delhi is now left with the surprise imposition of a 25% tariff on Indian goods from Friday, along with unspecified penalties over oil imports from Russia, while Trump has closed larger deals with Japan and the EU, and even offered better terms to arch-rival Pakistan. Interviews with four Indian government officials and two U.S. government officials revealed previously undisclosed details of the proposed deal and an exclusive account of how negotiations collapsed despite technical agreements on most issues. The officials on both sides said a mix of political misjudgment, missed signals and bitterness broke down the deal between the world's biggest and fifth-largest economies, whose bilateral trade is worth over $190 billion. The White House, the U.S. Trade Representative office, and India's Prime Minister's Office, along with the External Affairs and Commerce ministries, did not respond to emailed requests for comment. India believed that after visits by Indian Trade Minister Piyush Goyal to Washington and U.S. Vice President J.D. Vance to Delhi, it had made a series of deal-clinching concessions. New Delhi was offering zero tariffs on industrial goods that formed about 40% of U.S. exports to India, two Indian government officials told Reuters. Despite domestic pressure, India would also gradually lower tariffs on U.S. cars and alcohol with quotas and accede to Washington's main demand of higher energy and defence imports from the U.S., the officials said. "Most differences were resolved after the fifth round in Washington, raising hopes of a breakthrough," one of the officials said, adding negotiators believed the U.S. would accommodate India's reluctance on duty-free farm imports and dairy products from the U.S. It was a miscalculation. Trump saw the issue differently and wanted more concessions. "A lot of progress was made on many fronts in India talks, but there was never a deal that we felt good about," said one White House official. "We never got to what amounted to a full deal - a deal that we were looking for." OVER-CONFIDENCE AND MISCALCULATION Indian Prime Minister Narendra Modi, who visited Washington in February, agreed to target a deal by fall 2025, and more than double bilateral trade to $500 billion by 2030. To bridge the $47 billion goods trade gap, India pledged to buy up to $25 billion in U.S. energy and boost defence imports. But officials now admit India grew overconfident after Trump talked up a "big" imminent deal, taking it as a signal that a favourable agreement was in hand. New Delhi then hardened its stance, especially on agriculture and dairy, two highly sensitive areas for the Indian government. "We are one of the fastest growing economies, and the U.S. can't ignore a market of 1.4 billion," one Indian official involved in the negotiations said in mid-July. Negotiators even pushed for relief from the 10% average U.S. tariff announced in April, plus a rollback of steel, aluminium and auto duties. Later, India scaled back expectations after the U.S. signed trade deals with key partners including Japan, and the European Union, hoping it could secure a similar 15% tariff rate with fewer concessions. That was unacceptable to the White House. "Trump wanted a headline-grabbing announcement with broader market access, investments and large purchases," said a Washington-based source familiar with the talks. An Indian official acknowledged New Delhi wasn't ready to match what others offered. South Korea, for example, struck a deal just before Trump's August 1 deadline, securing a 15% rate instead of 25% by offering $350 billion in investments, higher energy imports, and concessions on rice and beef. COMMUNICATION BREAKDOWN "At one point, both sides were very close to signing the deal," said Mark Linscott, a former U.S. Trade Representative who now works for a lobby group that is close to the discussions between the two nations. "The missing component was a direct line of communication between President Trump and Prime Minister Modi." A White House official strongly disputed this, noting other deals had been resolved without such intervention. An Indian government official involved in the talks said Modi could not have called, fearing a one-sided conversation with Trump that could put him on the spot. However, the other three Indian officials said Trump's repeated remarks about mediating the India-Pakistan conflict further strained negotiations and contributed to Modi not making a final call. "Trump's remarks on Pakistan didn't go down well," one of them said. "Ideally, India should have acknowledged the U.S. role while making it clear the final call was ours." A senior Indian government official blamed the collapse on poor judgment, saying top Indian advisers mishandled the process. "We lacked the diplomatic support needed after the U.S. struck better deals with Vietnam, Indonesia, Japan and the EU," the official said. "We're now in a crisis that could have been avoided." Trump said on Tuesday he would increase the tariff on imports from India from the current rate of 25% "very substantially" over the next 24 hours and alleged that New Delhi's purchases of Russian oil were "fuelling the war" in Ukraine. WAY FORWARD Talks are ongoing, with a U.S. delegation expected in Delhi later this month and Indian government officials still believe the deal can be salvaged from here. "It's still possible," one White House official said. The Indian government is re-examining areas within the farm and dairy sectors where concessions can be made, the fourth official said. On Russian oil, India could reduce some purchases in favour of U.S. supplies if pricing is matched. "It likely will require direct communication between the prime minister and the president," said Linscott. "Pick up the phone. Right now, we are in a lose-lose. But there is real potential for a win-win trade deal." Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27 minutes ago
- Yahoo
Commonwealth Fusion Systems Names Christopher P. Liddell to Board of Directors
DEVENS, Mass., Aug. 6, 2025 /PRNewswire/ -- Commonwealth Fusion Systems (CFS), the largest private fusion company, today announced that Christopher P. Liddell, a former White House official who has also served in top roles at global corporations including Microsoft Corp. and General Motors Co., has joined the Board of Directors as an independent board member. "With his career of leadership positions spanning the public, private, and philanthropic sectors, Chris Liddell will help CFS as we enter our next phase of growth. We'll benefit from his experience in building dynamic organizations that have a variety of stakeholders and are at the intersection of technology, finance, and geostrategy," said Bob Mumgaard, Chief Executive Officer and Co-founder. "Fusion is poised to become a vital part of the global energy sector, offering new opportunities for energy independence and security. We look forward to having Chris's expertise and counsel as CFS takes an expansive role in leading the growing fusion industry." Liddell joins a CFS Board of Directors that includes Mumgaard, a long-time leader in fusion; Brandon Sorbom, Chief Science Officer, Co-founder and first author of the ARC paper; Alan Eustace, who served as Senior Vice President of Engineering and First Senior Vice President for Knowledge at Google; Katie Rae, CEO & Managing Partner of Engine Ventures, a venture capital firm investing in the next generation of Tough Tech founders; and Clara Andreoletti, President and CEO of Eni Next, the venture arm of the Italian energy company Eni. Liddell, 67, offers four decades of corporate experience, having served as Chief Financial Officer at both Microsoft and International Paper Co., as well as Vice Chairman and CFO at General Motors, where he oversaw the company's $23 billion public offering in 2010 — the largest in history at the time. In the public sector, Liddell was an Assistant to the President during the first Trump administration. He has also served as White House Deputy Chief of Staff, Director of Strategic Initiatives, and Director of the American Technology Council. He's the author of "Year Zero," a book that outlines a strategic approach to planning and building a more effective White House. Liddell is a dual citizen of the United States and New Zealand and holds a bachelor of engineering degree from the University of Auckland and a master of philosophy degree from the University of Oxford. "I am a great believer in fusion and am excited to be a part of CFS as the company leads the commercialization of this vital power source in the next few years," Liddell said. "CFS is advancing this technology before our very eyes and is unlocking a new form of safe and clean energy that promises to meet near insatiable demand in the United States and worldwide." About Commonwealth Fusion SystemsCommonwealth Fusion Systems is the world's leading and largest private fusion company. The company's marquee fusion project, SPARC, will generate net energy, paving the way for limitless carbon-free energy. The company has raised more than $2 billion in capital since it was founded in 2018. Media contacts:Commonwealth Fusion Systemspress@ View original content to download multimedia: SOURCE Commonwealth Fusion Systems
Yahoo
27 minutes ago
- Yahoo
Lakewood to get a new mayor, deputy mayor in 2026. See primary election results
The race for two open seats on Lakewood's City Council was narrowed Tuesday night as some new faces pulled ahead in the August primary election, according to early polling numbers. Ellen Talbo and Mark Herr garnered the most votes for Position 1 (which is held by Deputy Mayor Mary Moss, who announced she would not be running for re-election after serving on the council since 2010). Talbo received 40.07% of the vote and Herr received 32.53% as of 8 p.m. Tuesday. Alice Fong and Chas Ames were trailing in their quest to continue to the general election. Jennifer Lamari and Philip Lindholm, the only two candidates running for Position 3, will continue on to the general election on Nov. 3. Taylor Whitt was listed in the Pierce County Local Voter's Pamphlet as running for Position 3, but he told The News Tribune last month he withdrew from the race. This position is held by Mayor Jason Whalen, who also has served on the council since 2010 and is not running for re-election. In January the council will choose its new mayor and deputy mayor. Lakewood's City Council is made up of non-partisan members elected to four-year terms. Learn more about how to register to vote, who your candidates will be and where your nearest ballot box is online at the Pierce County Elections website. Who are the candidates advancing? As previously reported by The News Tribune, Talbo serves as the vice chair of the city's Planning Commission. Talbo has no elected experience but is an urban planning and public works professional with 19 years experience in transportation infrastructure, according to her Voter's Pamphlet biography. Talbo works in the city of Renton's Public Works Department and was a county transportation planner in California from 2017-2022. Herr is a U.S. Army Combat veteran, small business owner and former Lakewood Chamber of Commerce ambassador. He's served on the Lakewood Planning Commission, the Lakewood Independent Salary Commission and the Rotary Club of Lakewood, among others. Lamari runs a solo law practice in Lakewood with more than 10 years of litigation experience, including as a criminal deputy prosecutor, city deputy prosecutor, assistant city attorney and deputy coroner. Lindholm is the CEO of a small business and on the Lakewood Planning Commission, as previously reported by The News Tribune. He was an Air Force captain, a lecturer at the University of Washington and development researcher for the British Broadcasting Corporation, among other professional, educational and community service experiences. Solve the daily Crossword
